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Added 31 mins ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Quebec, QC
- Full-time
Working knowledge of Salesforce is considered an asset.
Added 31 mins ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Ottawa, ON
- $52,000 to $59,000 CAD / year
- Full-time
Use Salesforce and analytics/visualization tools to generate actionable insights and recommendations that influence fundraising strategy, resource allocation, and portfolio decisions.…
Added 31 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Hamilton, ON
- Full-time
Ensures portfolio is properly balanced for effective moves management. Tracks communications within Salesforce CRM to ensure prioritizing foundations passions through relationship based…
Added 31 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Toronto, ON
- Full-time
Ensures portfolio is properly balanced for effective moves management. Tracks communications within Salesforce CRM to ensure prioritizing foundations passions through relationship based…
Added 31 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Ottawa, ON
- Full-time
Ensures portfolio is properly balanced for effective moves management. Tracks communications within Salesforce CRM to ensure prioritizing foundations passions through relationship based…
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Toronto, ON
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Montreal, QC
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Quebec, QC
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Prince George, BC
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Halifax, NS
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Ottawa, ON
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 31 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Calgary, AB
- Full-time
Salesforce certifications (e.g., Platform Developer I/II, Platform App Builder, Architect certifications) are considered an asset.
Added 45 mins ago
R
Financial Security Advisor, Insurance
RBC
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Added 45 mins ago
R
Insurance Advisor Life, Health & Wealth
RBC
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Added 45 mins ago
UR
Outside Sales Rep - Fluid Solutions
United Rentals
Edmonton, AB
- Full-time
Added 1 hour ago
C
Salesforce Datacloud Developer
Cognizant
Toronto, ON
- Full-time
As a Salesforce Data Cloud Developer, you will make an impact by designing, implementing, and optimizing enterprise-scale customer data solutions using Salesforce Data Cloud. You will be a…
Added 1 hour ago
C
Salesforce Release Engineer
Cognizant
Toronto, ON
- $78,000 to $125,000 CAD / year
- Full-time
As a Salesforce Release Manager, you will make an impact by leading and coordinating enterprise application releases across Salesforce, MuleSoft, nCino, and integrated applications while…
Added 2 hours ago
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Insurance Advisor - Life, Health & Wealth
RBC
Charlottetown, PE
- Full-time
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Added 3 hours ago
BT
Senior Salesforce Developer
BULL TECHNICAL SERVICES LIMITED
Toronto, ON
- Contract
Team player and working with dev, business, release management and operations team to development and implement Salesforce platform-based solutions. ·
Added 3 hours ago
OT
Sr. Systems Analyst
Open Text Corporation
Mississauga, ON · Waterloo, ON
- Other
Experience with process automation, web development, and enterprise application administration; Salesforce implementation, integration, or administration experience is considered a strong…
Added 4 hours ago
EP
Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
Maintain an active and accurate sales pipeline through CRM tools such as Salesforce.
Added 5 hours ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
Working knowledge of Salesforce and Dataphile considered a strong asset
Added 5 hours ago
TR
Forward Deployed Engineer (Internal tools)
Trexo Robotics
Mississauga, ON
- $100,000 to $140,000 USD / year
- Full-time
Design and build AI-powered internal tools, agents, and workflows using LLMs, Python, JavaScript, and tools like Zapier/Make, Airtable, and Salesforce.
Added 5 hours ago
F
Technical and Regulatory Specialist
FluksAqua
Ottawa, ON
- Full-time
Added 5 hours ago
H
AML Product Owner
Hays
Toronto, ON
- $55 CAD / hour
- Contract
Systems & Integration: Work across APIs, middleware, ETL pipelines, CRM platforms such as Salesforce, and data warehouse environments to support system enhancements and enterprise…

Edward Jones

Non-Reg On-Caller - Vaughan, ON

Vaughan, ON, Canada

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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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