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 o...