Overview
Registered Branch Associate Jobs in Sherwood Park, Canada at Edward Jones
Position: Registered Branch Associate at Edward Jones
Join Edward Jones as a Registered Branch Associate and enhance your career in financial services. Collaborate with Financial Advisors to deliver exceptional client support.
This exciting role requires a passion for building lasting client relationships and strong critical thinking abilities. You will benefit from comprehensive training and a supportive network to help you achieve success in your career. Your insights will play a vital role in making a positive impact.
Key Responsibilities:
• Collect suitability information for opening new accounts
• Analyze portfolio construction and recommend changes
• Execute financial transactions under the guidance of Advisors
• Conduct reviews and gather information for targeted accounts
• Provide clients with information regarding stock recommendations
Requirements:
• High School Diploma or equivalent
• Currently a Registered Representative with CIRO
• Relevant degree or four years of industry experience
• Meet all applicable licensing requirements
• Preferred completion of the Wealth Management Essentials course
Utilize your financial expertise to foster client satisfaction with Edward Jones.
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Title: Registered Branch Associate
Company: Edward Jones
Location: Sherwood Park, Canada
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