CA Financial Advisor

About Edward Jones

Join Edward Jones, a Fortune 500 financial services firm dedicated to prioritizing people and fostering positive community impact. With over 9 million clients and 20,000 financial advisors in the U.S. and Canada, Edward Jones emphasizes client-focused service over shareholder returns. The company is known for innovation, flexibility, inclusivity, and a culture that values diversity of perspectives and performance excellence.

Edward Jones supports more than 190,000 Canadian clients through 660 branches and over 870 advisors nationwide. With a focus on growth and enhancing financial wellness, the firm aims to significantly expand its assets under care to $100 billion and increase its advisory team to 1,000 advisors by 2030 through investments in technology, products, and people.

Role Overview

As a Financial Advisor, you will build and manage your own client practice focused on helping clients meet their long-term financial targets such as retirement planning, wealth accumulation, estate strategy, and education funding. Supported by a client support team, home-office resources, and regional advisors, you will cultivate meaningful client relationships grounded in trust, aligning their goals with tailored financial solutions.

The advisor role is at the heart of the branch team, driving client service and contributing to Edward Jones’s purpose of fostering positive societal impact. This role values collaboration within a culture defined by advisor-led leadership, trust, and mutual support.

Compensation and Growth

Edward Jones offers a compensation framework that promotes autonomy and rewards dedication, featuring a stable commission grid, up to three annual profitability bonuses, profit sharing, limited partnership opportunities, and luxury travel incentives for top performers.

The firm’s operational model allows advisors to run their practice independently without sales targets or shareholder pressure, focusing solely on clients’ best interests.

Qualifications and Skills

• Four years of experience in the financial industry or possession of a university degree or college diploma.
• Preferably holds financial services registrations, licenses, or certifications.
• Experience in sales, business development, or client acquisition.
• Proven client prospecting abilities.
• Strong ambition, self-drive, and a dedication to long-term client engagement.
• Goal-oriented attitude with critical thinking skills.
• Mature approach suitable for serving the investing public.
• Excellent analytical and communication skills to meet regulatory requirements.

Equal Opportunity and Inclusion

Edward Jones is committed to equal employment opportunities and inclusive culture development. The firm ensures accessible employment practices and accommodations during application and employment processes. Diversity of ideas and perspectives is embraced for business growth. In Quebec, this role is referred to as Investment Advisor.

Additional Information

The new financial advisor compensation program supports advisors through training, supplemental salary (ranging from $38,500 to $100,000), commissions, and compensation for new assets during the first five years to facilitate business growth.