CA Financial Advisor

Edward Jones; Ottawa; On-site; CAD 38,500 - 100,000; Full time

Job summary

Edward Jones is looking for a Financial Advisor in Ottawa, Ontario, to develop and grow a client practice. This role involves establishing long-term client relationships, advising on financial products, and ensuring compliance. Ideal candidates should have financial industry experience or relevant education, and demonstrate strong sales and analytical skills. The compensation includes a starting salary range of $38,500 - $100,000 along with commissions and bonuses based on client acquisition.

Qualifications

• Four years of work experience in the financial industry or a relevant degree.
• Financial services registration and licensing preferred.
• Experience in sales and client acquisition is essential.

Responsibilities

• Understand and achieve clients' financial goals.
• Build and manage a personalized client base.
• Provide comprehensive financial advice and services.
• Ensure regulatory compliance and maintain professional standards.

Skills

Sales and business development

Client acquisition

Analytical abilities

Communication skills

Education

University degree or college diploma

Financial services registration/certifications

Job description

Edward Jones is a Canadian independent wealth services provider committed to helping individuals achieve their long‑term financial goals such as retirement, wealth building, estate planning, and education funding.

Role Summary

As an Edward Jones Financial Advisor you will develop and grow your own client practice, supported by a client support team, a home‑office team, and regional advisors. Your work will involve establishing and maintaining long‑term relationships with clients, advising on a full range of financial products, and guiding clients toward their financial objectives with honesty and integrity.

Key Responsibilities

• Partner with clients to understand and achieve their financial goals, including retirement, wealth building, estate strategies, and education planning.
• Build and manage a personalized client base, including prospecting and client acquisition.
• Provide comprehensive financial advice and planning services, coordinating with analysts and specialists as needed.
• Maintain regulatory compliance through accurate record‑keeping, communications, and ongoing education.
• Collaborate with the Client Support Team and regional leadership to streamline operations and deliver exceptional client service.

Qualifications

• Four years of financial industry work experience or a university degree/college diploma.
• Financial services registration, licensing or certifications preferred.
• Experience in sales, business development, client acquisition, and prospecting.
• Ambition, self‑motivation and commitment to establishing long‑term client relationships.
• Goal‑oriented mindset with critical thinking and analytical abilities.
• Maturity needed to serve the investing public and strong communication skills.
• Capacity to comply with regulatory requirements and maintain professional standards.

Compensation

Supplemental Starting Salary Range: $38,500 - $100,000. The compensation program includes trainee pay, a supplemental salary for up to four years, commissions, and bonuses for new assets acquired in the first five years.

Equal Opportunity Statement

Edward Jones is an equal opportunity employer committed to providing accessible employment and fostering an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, gender, religion, national origin, age, disability, sexual orientation, or any other basis protected by law. Please contact 1‑866‑788‑4979 if you require accommodation in the application process or during your employment.