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Added 5 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
…translating feedback into features and potential churn into long-term loyalty. As an early member of the Success team, you will also play a key role in building the processes, playbooks,…
Added 6 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 6 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
…engagement. The Senior Customer Success Manager acts as a trusted advisor to senior stakeholders, leads multi‑year customer success strategies, and orchestrates cross‑functional teams to…
Added 7 hours ago
HE
Entry-Level Customer Advisor – Hospitality or Retail Backgrounds Welcome
Hype Events
Toronto, ON
- Full-time
…Events, we take those exact strengths and help you build a long-term career in sales, marketing, and…
Added 11 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 11 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, 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 success. More…
Added 12 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
Customer Engagement: Build strong, long-term relationships by acting as a trusted advisor for customers' home service needs.
Added 18 hours ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
What will help you stand out: agricultural experience (a significant asset), strong communication and client service skills, and a demonstrated interest in building a long-term career.…
Added 1 day 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 1 day 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 1 day 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 1 day ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…challenges you every day, and gives you the chance to shape client success, this role is for…
Added 1 day ago
EJ
Branch Office Administrator
Edward Jones
Pembroke, ON
- Full-time
…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…
Added 1 day ago
IW
Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
Job Type: 12-months term contract with the earliest start date as January 4, 2027
Added 1 day ago
B
Human Resources Business Partner
Baycrest
Toronto, ON
- Full-time
…Seniors Care family of companies, supporting our hospital, long-term care home, research centre, education programs and residential living communities. As the administrative and…
Added 1 day ago
RB
Financial Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
Demonstrated ability to build trust and maintain long-term client relationships
Added 1 day ago
A
Director, Stations
AECOM
Mississauga, ON
- Full-time
Lead the construction management function in collaboration with the Delivery Partner, Technical Advisor, contractor, and client teams, including program management, pre-construction,…
Added 1 day ago
EG
Senior Manager, Partnerships
Emterra Group
Oakville, ON
- Full-time
…circular economy and recycling sector. This role focuses on long-term partnership development, revenue growth, and delivering measurable sustainability outcomes for…
Added 1 day ago
TG
Technology Partner, Listings
TMX Group
Toronto, ON
- Full-time
…executing a forward-looking product vision aligned with long-term business strategy and operational excellence. Serving as a trusted advisor to executive leadership and the primary liaison…
Added 1 day ago
TG
Technology Partner, Listings
TMX Group
Toronto, ON
- Full-time
…executing a forward-looking product vision aligned with long-term business strategy and operational excellence. Serving as a trusted advisor to executive leadership and the primary liaison…
Added 1 day ago
K
Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
…customer journey, building loyalty, and developing close, long-term client relationships with our strategic customers. In this role, you will help KORE’s customers grow and achieve their…
Added 1 day ago
GA
Client Advisor (FT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
Client Advisor | Full-Time | Armani Exchange, Chinook Centre
Added 1 day ago
GA
Client Advisor (PT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
Client Advisor | Part-Time | Armani Exchange, Chinook Centre
Added 1 day ago
RB
Director, Strategy
Royal Bank of Canada
Toronto, ON
- Full-time
Drive horizontal strategy across all CRM and Branch Platforms to ensure integrated and consistent advisor experiences
Added 1 day ago
VC
Rehabilitation Assistant (Occupational Therapy/Physiotherapy)
Vancouver Coastal Health
Vancouver, BC
- $31.17 to $32.85 CAD / hour
- Temporary
…Health Centre. Apply today to speak to a Talent Acquisition…

Edward Jones

Non-Reg On-Caller - Vaughan, ON

Vaughan, ON, Canada

Apply About employer

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Opportunity Overview

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

Position Requirements

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.

Company 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.

Awards and Accolades

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

EEO Statement

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.

BOA Canada Salary

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
Part-time Associates can earn certain benefits upon meeting minimum hour requirements
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 in 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

The Branch Office Administrator provides administrative and operational support to financial advisors to help clients achieve their financial goals. Responsibilities include managing client accounts, facilitating communication, and executing branch marketing activities.

Requirements

Candidates should possess strong analytical, communication, and organizational skills with a high level of computer literacy. The role requires the ability to work independently while maintaining strong relationships with clients and internal team members.

Skills

Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Client service
Account management
Administrative support
Operational support
Computer literacy
Scheduling
Marketing
Communication

Benefits

Group RRSP
Health benefits
Paid time off
Vacation
Sick days
Personal days
Bonus potential
Profit sharing

Visa sponsorship

Not detected in the job text

Keywords

Branch Office Administrator
Financial Services
Client Support
Account Opening
Account Transfers
MoneyGuide
Salesforce
Microsoft Office
SOPs
Business Planning
Marketing
Administrative Tasks
Client Experience
Financial Advisor
Fortune 500

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