Financial Services Representative

4 weeks ago

Fredericton, New Brunswick, Canada Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and deepen client relationships
  • Manage multiple priorities in a deadline-driven environment, ensuring timely and accurate completion of tasks
  • Stay up-to-date with current and new office technology, and provide training and support to colleagues as needed
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
  • A rewards program that promotes a long-term career, your financial security, and the well-being of you and your family
Requirements
  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We're committed to partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

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