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Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
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Help to create branch team capacity by working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
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A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
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Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization
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Gather information and collect suitability information to open new accounts
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Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation
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Execute Financial Advisor solicited buy/sell orders and confirm with clients
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Conduct proactive reviews and collect suitability information for select accounts
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Answer general client questions regarding EDJ Stock recommendations and withdrawals
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High School Diploma/Equivalent required
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A relevant degree or diploma from an accredited post-secondary institution, or four years of relevant industry experience successful completion of necessary background checks
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Currently a Registered Representative with CIRO
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All applicable licensing requirements necessary to achieve and maintain registered representative status with CIRO completed
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Wealth Management Essentials (WME) course, preferred
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A competitive compensation package that includes bonus potential, RRSP, and comprehensive and competitive health benefits
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Paid time off, including vacation, sick, holidays and personal days
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A culture of continuous improvement and professional development
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Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
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The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
