Branch Office Administrator, Roger Wilson, Ajax, ON

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Roger Wilson
Branch Office Administrator
Ajax, ON

"Success shows on the faces and in the voices of our happy clients."

Q: What year did you start at Edward Jones?
A: I started working at Edward Jones in 2003.

Q: What did you do previously?
A: Previously, I worked for the Government of Canada.

Q: Describe the culture at Edward Jones.
A: Edward Jones is like a big family where everyone supports each other.

Q: Talk a little about the support you get from the Home Office.
A: Home Office is always there to assist in whatever question you may have, from simple to a very complicated problem.

Q: Articulate the spirit of volunteerism that exists at Jones. How have you been involved?
A: Everyone is encouraged to volunteer. I have worked with the Branch Training Team for new Financial Advisors; been a BOA Mentor and BOA Mentor Coordinator.

Q: Before you came to Edward Jones, what did the name mean to you? And after you came on board?
A: I was not really aware of Edward Jones prior to coming to the company. After I came to work here, I realized how it is a quiet but important part of the community in which it is located.

Q: What qualities do you think a person needs to have to succeed as a BOA?
A: To be a successful BOA, you must be a self-starter and be able to work independently. You also must be able to multi-task and be a good communicator. You must like people!

Q: What keeps you at Edward Jones?
A: I enjoy the people at Edward Jones, both employees and clients.

Q: As you go through your daily activities, how do you know you’ve achieved success at Edward Jones?
A: Success shows on the faces and in the voices of our happy clients.

Q: What is it like to work in a two-person office?
A: A two-person office is quiet and very personal, both for clients and the staff that work there.

Q: What is your relationship like with clients?
A: I enjoy our clients and have a great working relationship with them which builds their trust in me and the office.

Q: Describe the training you received when you started.
A: The training was extensive and in depth. There is a lot of good support for new BOAs.





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