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Added 4 mins ago
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Edward Jones

Canada Registered Branch Associate Trainee

Petawawa, ON, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Education: High school diploma
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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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’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are Registered Representatives, a category of approved persons through the Canadian Investment Regulatory Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

We'll give you the support you need.

Our team will be there every step of the way, providing:

Training may include formal training sessions, online training, mentoring, job shadowing, and coaching
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

What characteristics would make you a successful Registered Branch Associate?

Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Help to create branch team capacity by working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization

Key responsibilities with existing and newly created clients

Responsibilities

Responsibilities as a Registered Representative performed at the direction of the FA or independently based on branch processes for all existing clients may include:

Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Conduct proactive reviews and collect suitability information for select accounts
Answer general client questions regarding EDJ Stock recommendations and withdrawals

Job requirements

High School Diploma/Equivalent required
A relevant degree or diploma from an accredited post-secondary institution, or four years of relevant industry experience successful completion of necessary background checks
Currently a Registered Representative with CIRO
All applicable licensing requirements necessary to achieve and maintain registered representative status with CIRO completed

If not currently a Registered Representative with CIRO, registration may be obtained at Edward Jones during the assigned study period. Candidate must successfully complete:

Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME) (within 30 months of registration)
Necessary background checks
Successful completion of the required training program
Approval of registration as a Registered Representative by CIRO
Wealth Management Essentials (WME) (within 30 months of registration)

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.

As a salaried professional, you can also expect…

A competitive compensation package that includes bonus potential, RRSP, and comprehensive and competitive health benefits
Paid time off, including vacation, sick, holidays and personal days
A culture of continuous improvement and professional development

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.
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 RBA role.

Apply About employer

More about this job

Responsibilities

Support the Financial Advisor in serving existing and new clients by gathering account and suitability information, reviewing portfolio performance, fees, asset allocation, and investment changes, and making recommendations to the advisor. Execute advisor-directed buy and sell orders, communicate agreed recommendations to clients, conduct proactive account reviews, and answer general questions about stock recommendations and withdrawals.

Requirements

A high school diploma or equivalent is required, along with a relevant post-secondary degree or diploma or four years of relevant industry experience. Candidates must be a CIRO Registered Representative or complete the required licensing courses, training, background checks, and CIRO registration approval; Wealth Management Essentials must be completed within 30 months of registration.

Skills

Client Relationship Building
Regulatory Compliance
Financial Solutions
Problem Solving
Critical Thinking
Investment Suitability Assessment
Portfolio Analysis
Investment Recommendations
Order Execution
Client Communication
Attention To Detail
Organization
Time Management
Adaptability
Research
Teamwork

Benefits

Bonus Potential
RRSP
Health Benefits
Paid Vacation
Paid Sick Leave
Paid Holidays
Personal Days
Professional Development

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Organization
CIRO
Registered Representative
Financial Advisor
Canadian Securities Course
Conduct And Practices Handbook
Wealth Management Essentials
Client Service
Account Opening
Suitability Information
Portfolio Performance
Investment Costs And Fees
Asset Allocation
Portfolio Construction
Investment Recommendations
Buy And Sell Orders
Stock Recommendations
Withdrawals
Financial Services
Background Checks
Regulatory Requirements
Client Relationships
Investment Solutions

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