Financial Services Coordinator

2 weeks ago


Victoria, British Columbia, Canada Edward Jones Full time

We are seeking a highly skilled and motivated Financial Services Coordinator to join our team at Edward Jones. As a key member of our branch office, you will play a vital role in providing exceptional client service and supporting the success of our financial advisors.

About Us:

  • Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada.
  • We are a privately-owned firm, placing the focus on our clients rather than shareholder returns.
  • Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

Key Responsibilities:

  • You will be responsible for delivering personalized service to our clients, ensuring they feel understood and informed.
  • You will work closely with our financial advisors to develop strategies for the upcoming year and assist in implementing them.
  • You will actively listen for situations in the clients' lives that may indicate a need for additional services.
  • You will drive marketing activities such as planning and executing events to attract new clients.

Requirements:

  • A strong ability to deepen and broaden client relationships.
  • The ability to identify opportunities to create efficiency in our processes.
  • Strong ability to work independently in a deadline-driven environment.
  • Able to manage multiple priorities and tasks simultaneously.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.

What We Offer:

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

Salary Range: The estimated salary for this role is between $47,256 and $56,707 per year, based on location and experience.

About This Role:

  • This is a full-time position, with a regular schedule and occasional overtime.
  • You will work independently but have access to a wide support network within the company.


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