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Added 7 mins ago
MT
Accounting Associate
Mamu Tshishkutamashutau Innu Education
Happy Valley-Goose Bay, NL
- Full-time
…Supervisor, the Accounting Associate supports the day-to-day financial operations of the organization, including purchase orders, accounts payable, payroll, and general accounting…
Added 7 mins ago
CI
Project Engineer
CF Industries
Courtright, ON
- Full-time
…well-being programs and incentives, to help you meet your physical, financial, emotional, and work-related…
Added 7 mins ago
B
Manager, Model & AI Governance
BMO
Toronto, ON · BMOPLACE
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 7 mins ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
Added 22 mins ago
IG
Senior Front-End Developer | Angular
Insight Global
Toronto, ON
- $62.86 to $68.75 CAD / hour
- Contract
Insight Global is looking for a Senior Front-End Developer to join a leading financial services organization within its Global Asset Management technology team.
Added 22 mins ago
BR
Director of Finance And Accounting
BJRC Recruiting
Toronto, ON
- Full-time
Lead annual revenue planning, budgeting and forecasting and provide financial insights to support strategic and operational decision-making.
Added 22 mins ago
Armed Driver Cash Transport
GardaWorld
Terrace, BC
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 22 mins ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
…business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security documentation for business…
Added 22 mins ago
PR
Accounting Technician
POWERGROUP Resources
Remote, Canada
- $55,000 to $75,000 CAD / year
- Full-time
- Remote
This opportunity is well suited to someone who enjoys preparing financial statements, working with a variety of clients, and being part of a collaborative team.
Added 22 mins ago
PR
Bookkeeper
POWERGROUP Resources
Hamilton, ON
- Full-time
POWERGROUP Resources is a leading company dedicated to providing comprehensive financial solutions to a diverse clientele, ranging from small to medium-sized businesses. With a commitment…
Added 22 mins ago
MT
Accounting Associate
Mamu Tshishkutamashutau - Innu Education
Happy Valley-Goose Bay, NL
- Full-time
…Supervisor, the Accounting Associate supports the day-to-day financial operations of the organization, including purchase orders, accounts payable, payroll, and general accounting…
Added 37 mins ago
RB
Director-Global Tax Operations
Royal Bank of Canada
Toronto, ON
- Full-time
A world-class training program in financial services
Added 1 hour ago
OT
Director, FICC, Global Trading – Total Fund Management
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
…Bachelor’s degree required, in a related field preferred (e.g.: Financial, Economics, Mathematical or other); Master’s degree would be an…
Added 1 hour ago
A
Interaction/Visual Designer - Advanced [AQ-24944]
Aquent
Montreal, QC
- $50 to $53 CAD / hour
- Contract
Aquent is proud to partner with a pioneering organization in the financial services sector, an industry leader dedicated to revolutionizing digital experiences. This organization is at the…
Added 1 hour ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Vancouver, BC
- Full-time
…associations and other not-for-profit entities and government bodies’ financial…
Added 1 hour ago
T
Customer Experience Associate (Future Opportunities) - Montreal-Est
TD
Saint-Léonard-d'Aston, QC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
CO
Capital Consultant
City of Calgary
Calgary, AB
- $48.54 to $64.88 CAD / hour
- Full-time
…adjustments to align with strategic investment priorities and financial…
Added 1 hour ago
AC
IT Asset administrator and Process Owner
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
Added 2 hours ago
RC
Senior Financial Analyst
Randstad Canada
Toronto, ON
- $48 to $60 CAD / hour
- Contract
We are hiring a Senior Financial Analyst for a financial services organization in Toronto.
Added 2 hours ago
RC
Financial Planning and Analysis Manager
Randstad Canada
Pickering, ON
- $40 to $50 CAD / hour
- Contract
…planning, evaluate manufacturing performance, and provide the financial insights needed to optimize operations and expand…
Added 2 hours ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
A set of core benefits, designed with your health and financial protection in mind:
Added 2 hours ago
T
Canadian Commercial Banking Associate
TD
St. Catharines, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 2 hours ago
S
Customer Experience Associate - Canmore, AB (22.5 hours/week)
Scotiabank
Canmore, AB
- Full-time
…customers first, and our priority is to help them achieve their financial…
Added 2 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and decision support to drive profitable growth, improve…
Added 2 hours ago
J
CPA Accountant
JobsMedia.io
Longueuil, QC
- Full-time
We are seeking a highly qualified Senior Accountant (CPA) to join a growing Quebec-based company. You will play a key role in reviewing financial statements, evaluating internal processes,…

Edward Jones

Branch Office Administrator

Markham, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 12, 2026

Original job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive training 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
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking 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
Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

You can also expect…

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.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Full-time Associates receive the following benefits:
- A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.
- Paid time off including vacation, sick, holidays and personal days

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
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.

Apply About employer

More about this job

Responsibilities

Provide administrative and account support to financial advisors, including client communications, account transactions, documentation, scheduling, and maintaining accurate records. Support branch business planning and marketing activities while delivering a positive client experience.

Requirements

The role calls for strong client service, communication, attention to detail, adaptability, analytical thinking, and the ability to work independently and collaboratively. Candidates should be comfortable with computers and willing to learn financial services processes and tools such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Client Service
Account Management
Analytical Thinking
Attention To Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Communication
Administrative Support
Scheduling
Recordkeeping
Marketing
Process Improvement
Computer Literacy

Benefits

Bonus Potential
Profit Sharing
Group RRSP
Health Benefits
Paid Vacation
Paid Sick Leave
Paid Holidays
Paid Personal Days

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Service
Account Management
Account Opening
Account Transfers
Account Transactions
Client Records
Administrative Support
Financial Advisor
Business Planning
Marketing Initiatives
Process Improvement
Standard Operating Procedures
MoneyGuide
Salesforce
Microsoft Office
Client Communication
Appointment Scheduling
Referral Sources

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