Edward Jones
Registered Branch Associate Ottawa
Job Description
Make a significant impact at Edward Jones as a Registered Branch Associate in Ottawa, ON. Partner with Financial Advisors to deliver tailored solutions that meet client needs every day.
As a full-time Registered Branch Associate, you’ll play a crucial role in developing client relationships while ensuring compliance with regulatory standards. Your strong critical thinking and problem-solving skills will be vital as you execute orders, gather essential client information, and perform account reviews for optimal satisfaction.
Key Responsibilities:
• Collect suitability information for new account openings
• Analyze portfolio performance and recommend adjustments
• Execute transactions according to Financial Advisors' directives
• Conduct proactive reviews for select client accounts
• Address general client inquiries efficiently
Requirements:
• High School Diploma or equivalent credentials
• Relevant degree or four years of industry experience
• Active Reg...
As a full-time Registered Branch Associate, you’ll play a crucial role in developing client relationships while ensuring compliance with regulatory standards. Your strong critical thinking and problem-solving skills will be vital as you execute orders, gather essential client information, and perform account reviews for optimal satisfaction.
Key Responsibilities:
• Collect suitability information for new account openings
• Analyze portfolio performance and recommend adjustments
• Execute transactions according to Financial Advisors' directives
• Conduct proactive reviews for select client accounts
• Address general client inquiries efficiently
Requirements:
• High School Diploma or equivalent credentials
• Relevant degree or four years of industry experience
• Active Reg...