Financial Services Associate

3 days ago


Whistler, British Columbia, Canada Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment and maintain a high level of productivity.
  • Stay up-to-date with current and new office technology and apply this knowledge to improve client service and efficiency.
  • 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.


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