Job Description
Join Edward Jones as a Registered Branch Associate in Ottawa, ON, and make an impact by partnering with Financial Advisors. This full time role involves delivering tailored financial solutions to meet client needs.
As a Registered Representative, you will play a key role in building meaningful client relationships while adhering to regulatory requirements. Solid critical thinking and problem-solving abilities are essential. You'll be executing orders, gathering client information, and conducting reviews to ensure seamless communication and client satisfaction.
Key Responsibilities
- Collect suitability information for opening accounts
- Analyze portfolio performance and advise on changes
- Execute transactions as directed by Financial Advisors
- Perform proactive account reviews for select clients
- Address general client queries effectively
Requirements
- High School Diploma or equivalent
- Re...