CA Financial Advisor

Edward Jones; Lethbridge; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a dynamic financial services firm where your contributions truly matter. As a financial advisor, you'll have the opportunity to build and grow your own practice while being supported by a dedicated team. With a century of history, this innovative organization values inclusivity and personal growth, allowing you to make a significant positive impact in your community. Enjoy a flexible work environment with no ceiling on your earning potential, comprehensive training, and a culture focused on continuous improvement. If you're ready to embark on a rewarding career journey, this is the perfect opportunity for you.

Benefits

Paid Training

Salary for First Five Years

Firm-provided Branch Office

Branch Office Support

Support Network

Commission Opportunities

Profit Sharing

Incentive Travel

Flexible Work Environment

Professional Development

Qualifications

• 3+ years of experience in sales, business development, or client acquisition.
• Strong ambition and self-motivation to build long-term client relationships.

Responsibilities

• Build relationships to create new clients through various sourcing strategies.
• Understand clients' needs to create personalized strategies for their goals.
• Oversee branch processes to ensure a high-quality client experience.

Skills

Sales Experience

Business Development

Client Acquisition

Goal-oriented

Critical Thinking

Financial Advisory Experience

Investment Sales Experience

Self-motivation

Ambition

Education

Completion of Licensing Courses

Job description

Job Overview

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.
• Salary for the first five years as you begin to build your practice.
• A firm-provided branch office in the community.
• Branch office support to help lighten the load so you can focus on your clients.
• A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect...

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
• The flexibility that you need to balance your personal and professional lives - the best of both worlds.
• A culture of continuous improvement and professional development.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Skills/Requirements

• Minimum 3 years of Sales, Business Development or Client Acquisition experience.
• Ambition, self-motivation and commitment to establishing long-term client relationships.
• Goal-oriented with critical thinking.
• Prior Financial Advisory or Investment sales experience is a plus.
• Completion of licensing courses is a plus.

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.