Canada Registered Branch Associate Trainee

Registered Branch Associate – Responsibilities

As a Registered Representative, you will work at the direction of the Financial Advisor or independently based on branch processes for all existing clients and may include:

• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to the Financial Advisor and communicate to client on behalf of the 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.

Registered Branch Associate – Qualifications

• High School Diploma/Equivalent required.
• A relevan...