Support Canadian clients as a Registered Branch Associate Trainee with Edward Jones, applying investment knowledge and regulatory judgment. Partner with Financial Advisors in a client-focused branch environment.
This salaried professional position develops Registered Representatives through training, mentoring, job shadowing, and coaching. You will help serve existing clients, build relationships, and support personalized investment solutions. The work includes account opening, portfolio research, order execution, and proactive reviews.
Key Responsibilities:
- Gather suitability information and open new client accounts
- Research portfolio performance, fees, allocation, and investment changes
- Recommend portfolio considerations to Financial Advisors
- Execute solicited buy and sell orders
- Answer questions about EDJ Stock recommendations and withdrawals
Requirements:
- High School Diploma or equivalent
- Relevant post-secondary degree, diploma, or four years industry experience
- Current CIRO Registered Representative status, or eligibility to obtain registration
- Completion of applicable CIRO licensing requirements and background checks
- Successful completion of required training and registration approval
Build your Edward Jones career through client service, portfolio research, CIRO registration, and close Financial Advisor partnership.
Registered Branch Associate Trainee Canada in Regina employer: Edward Jones
Edward Jones is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to lead transformative initiatives in the financial services sector. Located in Canada, the company offers competitive benefits, professional development opportunities, and a commitment to work-life balance, making it an ideal place for those looking to make a meaningful impact while growing their careers.
