Financial Services Associate

4 weeks ago


Whistler, British Columbia, Canada Edward Jones Full time
Unlock Your Potential as a Financial Services Associate

At Edward Jones, we're committed to helping our clients achieve their long-term financial goals. As a Financial Services Associate, you'll play a critical role in building strong relationships with our clients and helping them navigate the complexities of the financial world.

As a member of our branch team, you'll work closely with our financial advisors to provide exceptional client service and support. You'll be responsible for delivering personalized service, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.

We're proud to offer a comprehensive training program that will help you develop the skills and knowledge you need to succeed in this role. You'll also have access to a wide support network that extends from your branch office to your region to the home office.

As a Financial Services Associate, you'll have the opportunity to make a real difference in the lives of our clients and colleagues. If you're passionate about delivering exceptional service and building strong relationships, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events


What We Offer:

  • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits
  • Paid time off including vacation, sick, holidays and personal days


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


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