Registered Branch Associate Trainee Canada

Build a career in investment services as an Edward Jones Registered Branch Associate Trainee, using client service and critical thinking skills.

This salaried professional role supports Financial Advisors while serving existing clients under their direction. You will develop expertise in personalized investment solutions, regulatory requirements, account opening, portfolio research, and client communication. Training may include formal sessions, online learning, mentoring, job shadowing, and coaching.

Key Responsibilities:

• Gather suitability information and open new client accounts
• Research portfolio performance, fees, allocation, and investment changes
• Recommend portfolio information to Financial Advisors
• Execute solicited buy and sell orders
• Conduct proactive reviews and answer general client questions

Requirements:

• High School Diploma or equivalent required
• Relevant degree, diploma, or four years’ industry experience
• Currently registered as a Representative with CIRO
• Completed applicable CIRO licensing requirements
• Successful background checks and required training completion

Bring client relationship building, sound judgment, and investment knowledge to Edward Jones as a Registered Branch Associate Trainee.