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Added 34 mins ago
K
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Added 34 mins ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Financial Services Advisory Practice helps organizations develop efficient and effective operations to support strategic business objectives. We are seeking a Manager to s
Added 34 mins ago
RH
Senior Event Planner
Robert Half
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Our client, a leading global professional services organization, is seeking a Marketing Projects Senior Advisor to join their Marketing team in Toronto. This opportunity is ideal for an…
Added 2 hours ago
PP
Financial Accountant
Piramal Pharma Ltd
Aurora, ON
- Full-time
Added 2 hours ago
GC
service advisor - auto repair
Gauthier Chrysler Dodge Jeep RAM
Winnipeg, MB
- Full-time
Added 2 hours ago
Health and Safety Coordinator - Winter 2026/27
Sunshine Village Corporation
Banff, AB
Added 2 hours ago
K
Senior Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Added 3 hours ago
MF
Solution Architect
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 3 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 3 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Added 3 hours ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…Manager. Your mission? Help drive sales growth and build strong advisor…
Added 3 hours ago
TW
Business Advisor, Agriculture
Thrive Wealth Management
Humboldt No. 370, SK · Prince Albert, SK · Humboldt, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 3 hours ago
TW
Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 4 hours ago
VF
Assistant Branch Manager
Valley First
Enderby, BC
- $64,400 to $82,500 CAD / year
- Full-time
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…
Added 4 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 4 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 5 hours ago
B
Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
Added 5 hours ago
EJ
Branch Office Administrator
Edward Jones
Pembroke, ON
- Full-time
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…
Added 7 hours ago
B
Senior Data Governance Advisor
BRP
Montreal, QC
- Full-time
We are looking for a Senior Data Governance advisor who will report to the Enterprise Data Governance Manager, and who’ll be tasked with helping us to deploy data governance and enable the…
Added 8 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
…Senior Project Officer provides strategic project management, financial planning, and advisory services in support of major research infrastructure initiatives at the University of…
Added 8 hours ago
OH
Senior Advisor, Clinical Cardiac
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
Added 8 hours ago
NN
Supply Planner
Nestlé Nespresso SA
Montreal, QC
- Full-time
Added 9 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 9 hours ago
X
VP, Communications, Brand and Marketing
Xanadu
Toronto, ON
- Full-time
Added 9 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

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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