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Added 1 hour ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
…follow-through on key opportunities while serving as a trusted advisor to distributors, end users, engineers, and commercial customers. Success in this role requires strong technical sales…
Added 3 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 3 hours ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 4 hours ago
O
Data Valorization Expert
OSEDEA
Montreal, QC
- Full-time
Act as a strategic advisor by constructively challenging client requests, recommending effective approaches, and identifying new analytics opportunities.
Added 4 hours ago
PB
Senior Performance Marketing Strategist
Powered by search
Remote, Canada
- Full-time
- Remote
If you can run a Google Ads account (LinkedIn and Meta, too) with precision, and guide conversations with conviction, composure and confidence, we want to talk to you.
Added 4 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 4 hours ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit
Added 4 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our…
Added 4 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 4 hours ago
TI
Personal Lines and Autoplan Advisor - InsureBC (University) Insurance Services
The InsureBC Group
Vancouver, BC
- Full-time
We are seeking a full-time Insurance Advisor for our office located on UBC Campus. In this role, you will provide exceptional front-line customer service for Personal Lines and Autoplan…
Added 5 hours ago
T
Project Advisor, Digital Printing -Markham, ON
TPH
Markham, ON
- Full-time
The purpose of the Project Advisor role is to assist the Manager in immediately responding to the volume of inquiries by consulting on Customer requests, making recommendations and then…
Added 7 hours ago
PP
Financial Accountant
Piramal Pharma Ltd
Aurora, ON
- Full-time
Complete and review assigned balance sheet reconciliations, account certifications and supporting documentation.
Added 8 hours ago
L
Sales Account Executive
Levata
Markham, ON
- Full-time
Join the Levata Canada team as an Account Executive. We are looking for the right individual that is strong in building relationships and provide solutions to our customers & become a…
Added 9 hours ago
TW
Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time, temporary Financial Advisor in Saskatoon, SK at our Eighth branch, with an end date February 2028, you are responsible for understanding our members’ financial goals and…
Added 9 hours ago
N
Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
- Full-time
…hands-on leader who can provide guidance and mentorship across the account team, elevate the quality of client deliverables, and champion AI-enabled tools and new ways of working, helping…
Added 10 hours ago
EJ
Branch Office Administrator
Edward Jones
Pembroke, ON
- Full-time
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…
Added 11 hours ago
GC
Administrative Assistant, Human Resources (Temporary)
Glencore Canada
Elkford, BC
- Temporary
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 14 hours ago
VG
Director of Hospitality
Vancouver Golf Club
Coquitlam, BC
- Full-time
Benefits: Health, dental, Vision, Health Spending Account, RRSP (employee and employer contribution)
Added 15 hours ago
II
Director, Innovation
Ipsos in Canada
Toronto, ON
- Full-time
…clients. The Director acts as strategic leader for the project/account team and plays a key role in strengthening broader client…
Added 15 hours ago
BC
Everyday Banking Specialist (Temporary 6 Months) - Kitsilano Branch
Beem Credit Union
Vancouver, BC
- Full-time
The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services, delivering exceptional member experience through a blend of…
Added 15 hours ago
MC
Senior Small Business Advisor
Meridian Credit Union
Barrie, ON
- $68,800 to $100,000 CAD / year
- Full-time
…business development, retention of Members and referrals. The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while…
Added 15 hours ago
WG
Supply Chain Business Partner
Wesdome Gold Mines
Toronto, ON
- $103,500 to $117,000 CAD / year
- Full-time
…Partner (SCBP) acts as a key strategic sourcing and commercial advisor to our mining operations in Northwestern Ontario and Northeastern Québec. This role drives value through planning,…
Added 15 hours ago
OI
HVAC Parts Outside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Become a trusted advisor by understanding customer needs and providing value-driven solutions.
Added 15 hours ago
EG
Senior Manager, Partnerships
Emterra Group
Oakville, ON
- Full-time
Acting as a trusted advisor, the role bridges commercial, regulatory, and operational functions, helping clients navigate complex environmental requirements while advancing circularity…
Added 15 hours ago
NS
Account Manager (PR)
North Strategic
Toronto, ON
- Full-time
Be a trusted advisor to clients: build strong relationships through sharp communications and account management, and help grow your accounts organically

Edward Jones

Branch Office Administrator

Pembroke, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 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 personalized client support through calls, email, and in-person interactions, while managing account requests, transactions, documentation, and client records. Support the financial advisor with scheduling, meeting preparation, correspondence, marketing activities, and execution of the branch business plan.

Requirements

The role calls for strong client-service, communication, organizational, analytical, and computer skills, along with the ability to work independently and collaborate with a support team. The successful candidate should be willing to learn financial services processes and firm software, including MoneyGuide, Salesforce, and Microsoft Office products.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Service
Client Accounts
Account Opening
Account Transfers
Account Transactions
Client Records
Financial Advisor
Business Planning
Branch Business Plan
Marketing Activities
Scheduling
Meeting Preparation
Standard Operating Procedures
Process Improvement
MoneyGuide
Salesforce
Microsoft Office
Digital Tools
Client Support

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