Financial Services Associate

Position: Financial Services Associate at Edward Jones
Location: North Saanich

Embark on a professional journey with Edward Jones as a Financial Services Associate. Contribute to client satisfaction by assisting in account management and investment recommendations.

In the role of Financial Services Associate, you will act under the guidance of Financial Advisors, gathering client information to facilitate account openings. Your responsibilities will include conducting account performance reviews and executing buy/sell orders. This role is designed for those eager to develop their expertise in financial advisory services.

Key Responsibilities:

• Collect and analyze suitability information for new accounts

• Research investment portfolios and associated fees

• Execute buy/sell transactions as directed by clients

• Conduct ongoing reviews of select client accounts

• Respond to client inquiries about stock recommendations

Requirements:

• High School Diploma or equivalent is necessary

• A degree or diploma plus four years of relevant experience

• Active Registered Representative status with CIRO

• Successfully complete licensing requirements

• Pass required background checks and training programs

Join Edward Jones to foster relationships and build a successful career in financial services.
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