CA Financial Advisor

About Edward Jones

Edward Jones is a renowned Fortune 500 financial services firm focused on client-first values. With over 9 million clients and more than 20,000 advisors throughout the U.S. and Canada, it is a privately owned company that prioritizes clients over shareholders returns. The firm is committed to positive social impact, fostering an innovative, flexible, and inclusive work culture.

Edward Jones proudly serves 190,000 Canadians from 660 branches with over 870 advisors nationwide, aiming to expand its reach and assets under care substantially by 2030. The company values diverse experiences and promotes an environment where every associate feels respected and supported.

Role Overview

The Financial Advisor partners with clients to help them accomplish various long-term financial objectives such as retirement planning, wealth building, estate planning, and education funding. Advisors develop their practices supported by client service teams and regional advisors, leveraging Edward Jones' extensive expertise and resources.

Cultural and Operational Environment

Edward Jones fosters a culture of collaboration, trust, and advisor-led leadership. Advisors receive comprehensive support from regional leadership, home-office teams, and client support staff, allowing them to concentrate on meeting client needs. The firm provides ongoing training, market analysis, and specialized client support to help advisors grow their practices.

Compensation and Growth Opportunities

The compensation framework rewards advisor autonomy and client-focused performance, including a stable commission grid, profitability bonuses, profit sharing, opportunities for limited partnership, and luxury travel incentives. Advisors operate independently without sales targets or micromanagement, focusing on their clients' best interests.

Qualifications and Requirements

• Minimum of four years of experience in the financial industry or possession of a university degree or college diploma.
• Preferred financial services registrations, licenses, or certifications.
• Background in sales, business development, or client acquisition.
• Capabilities in client prospecting.
• Strong ambition, self-motivation, and dedication to cultivating lasting client relationships.
• Goal-driven mindset with critical thinking skills.
• Maturity suitable for serving the investing public.
• Analytical and communication proficiency to meet regulatory obligations.

Equal Opportunity and Inclusivity

Edward Jones embraces diversity and inclusivity, providing accommodations during recruitment and employment. It prohibits discrimination on multiple protected grounds and fosters an environment where all associates feel valued. In Quebec, Financial Advisors hold the title of Investment Advisors.

Additional Information

The firm has designed a new financial advisor compensation plan that supports advisors during skill and business development with trainee pay, supplemental salary for up to four years, commissions, and compensation on new assets for five years. The supplemental starting salary ranges from $38,500 to $100,000.