Job Title

Canada Registered Branch Associate Trainee Join to apply for the Canada Registered Branch Associate Trainee role at Edward Jones2 days ago Be among the first 25 applicants This range is indlelaby Edward Jones. Your actual pay will be based on your skillsavale experiences talk with your recruiter to learn more. Base pay range CA$63,100.00/yr - CA$69,700.00/yr Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems you see them coming a mile away. You and your financial advisor are essentialynchronized pove to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 128 Wellington Street W, Suite 100, Barrie, ON If you're looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are Registered Representatives a category of approved persons through the Canadian Investment Regulatory Organization (CIRO) who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Well give you the support you need. Training may include formal training sessions PARTY , online training, mentoring, job shadowing, and coaching A support network that extends beyond your branch office and includes headquarters assistance via phone, email, and firm intranet resources As a salaried professional, you can also expect A competitive compensation package that includes bonus potential, RRSP, and comprehensive and competitive health benefits Paid time off, including vacation, sick, holidays, and personal days A culture of continuous improvement and professional development Youll be competitively compensated Edward Jones believes in a humancentered approach as we partner for positive impact, using to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the RBA role. Hiring Minimum: $63,100.00 Hiring Maximum: $69,700.00 Skills/Requirements Commitment to building meaningful connections and longlasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Help create branch team capacity by working independently with strong problemsolving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate A resilient, creative, and progressive mindset supporting a nimble learning environment to incorporate feedback and adapt to changes Entrepreneurial personality, driven to achieve results as an individual and as a team with attention to detail, organization, and timemanagement skills to manage multiple projects in a dynamic and highly collaborative organization Key Responsibilities With Existing and Newly Created Clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to the Financial Advisor and communicate to clients on behalf of the Financial Advisor when in agreement with the recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Conduct proactive reviews and collect suitability information for select accounts Answer general client questions regarding EDJ Stock recommendations and withdrawals Job Requirements High School Diploma/Equivalent required A relevant degree or diploma from an accredited postsecondary institution, or four years of relevant industry experience successful completion of necessary background checks Currently a Registered Representative with CIRO All applicable licensing requirements necessary to achieve and maintain registered representative status with CIRO completed If not currently a Registered Representative with CIRO, registration may be obtained at Edward Jones during the assigned study period. Candidate must successfully complete: Canadian Securities Course (CSC) - Conduct and Practices Handbook (CPH) Wealth Management Essentials (WME) (within 30 months of registration) Necessary background checks Successful completion of the required training program Approval of registration as a Registered Representative by CIRO Seniority level Associate Employment type Fulltime Job function Education and Training About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U and Canada, were proud to be privately owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities Site. We are an innovative, flexible, and inclusiveacetamular that attracts, develops, and inspires performance excellence and a sense of belonging Relay. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or grow your career. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation OTazel for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age berth, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.docs #J-18808-Ljbffr