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Canada Registered Branch Associate
Canada Registered Branch AssociateEdward Jones • Prince George, Regional District of Fraser-Fort George, CA
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Canada Registered Branch Associate

Canada Registered Branch Associate

Edward Jones • Prince George, Regional District of Fraser-Fort George, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job Title

Canada Registered Branch Associate – Edward Jones – Prince George, BC.

Base Pay

CA$62,000.00 / yr – CA$68,400.00 / yr.

Job Overview

Client advocate. Skilled communicator. Problem solver. We are all about making a difference in the lives of our clients and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people‑serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.

Position Schedule

Full-Time.

Branch Address

3034 Recplace Drive, Suite 130, Prince George, BC.

Benefits

  • Training : formal sessions, online training, mentoring, job shadowing, coaching.
  • Support network extending beyond branch office : headquarters assistance via phone, email, firm intranet resources.
  • A competitive compensation package that includes bonus potential, RRSP, and comprehensive health benefits.
  • Paid time off : vacation, sick, holidays, personal days.
  • A culture of continuous improvement and professional development.
  • Human‑centered approach to positive impact.

Compensation

Hiring Minimum : $62,000.00.

Hiring Maximum : $68,400.00.

Key Responsibilities

  • 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 Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement.
  • 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.
  • Qualifications

  • High School Diploma / Equivalent required.
  • A relevant degree or diploma from an accredited post‑secondary institution, or four years of relevant industry experience and 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.
  • Wealth Management Essentials (WME) course, preferred.
  • Skills & Characteristics

  • Commitment to building meaningful connections and long‑lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions.
  • Help to create branch team capacity by working independently with strong problem solving, 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 team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization.
  • EEO Statement

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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