CA Financial Advisor
Nanaimo, British Columbia, Canada · Full Time
Be the first to apply
- Experience
- 4+ yrs
- Salary
- CAD 38,500 – CAD 100,000 / year
- Openings
- 1
- Posted
- 3 days ago
- Work mode
- In office
- Education
- University degree or college diploma
- Resume
- Required to apply
Where you'll work
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Job description
About Edward Jones
Edward Jones is a Fortune 500 financial services firm dedicated to putting people first. With over 9 million clients and 20,000 advisors across the U.S. and Canada, the private ownership structure enables focus on clients rather than shareholders. The firm fosters an innovative, inclusive culture centered on partnership to positively impact clients, colleagues, and communities.
Edward Jones proudly serves over 190,000 Canadians through 660 branches and 870 advisors nationwide. Over the last six years, the firm has more than doubled assets under care and is investing heavily in people, technology, and product capabilities with the goal of reaching $100 billion in assets and 1,000 advisors by 2030.
Role Overview
As a Financial Advisor, you will collaborate with clients to help them meet long-term financial objectives such as retirement planning, wealth accumulation, estate management, and education funding. You'll build and grow your own practice with support from a client support team, home-office resources, and fellow advisors in your region.
Financial Advisors lead branch teams, deeply understand client goals, and build trust to keep clients on track toward their financial aspirations. With a culture of advisor-led leadership and collaboration, you are supported by regional leaders and experts who assist in growing your business and managing client complexity.
Compensation & Rewards
Edward Jones offers a compensation model that values advisor autonomy and commitment, featuring a stable commission grid, up to three profitability bonuses yearly, profit sharing, limited partnership opportunities, and luxury travel rewards for top performance.
There are no imposed sales targets or shareholder pressures, allowing you to focus exclusively on acting in your clients' best interests and growing your practice on your terms.
Qualifications & Experience
- Minimum of four years experience in the financial services industry OR a university degree or college diploma
- Preferred: financial services registration, licenses, or certifications
- Experience in sales, business development, and client acquisition
- Proven ability in client prospecting
- Motivation, ambition, and commitment to nurturing long-term client relationships
- Goal-driven with strong critical thinking
- Maturity to serve investing clients responsibly
- Strong analytical and communication skills to comply with regulatory requirements
Inclusion & Accessibility
Edward Jones is an equal opportunity employer dedicated to accessibility and an inclusive culture. Accommodations during application or employment can be requested by contacting the firm. Diversity of ideas and backgrounds is valued as essential to business success.
Positions in Quebec are referred to as Investment Advisors.
Additional Information
- Compensation includes trainee pay, supplemental salary for up to four years, commissions, and asset-gathering compensation for the first five years.
- Starting supplemental salary ranges from $38,500 to $100,000 CAD.
Minimum education
Diploma / ITI / Vocational