CA Financial Advisor

Edward Jones; Ottawa; On-site; CAD 39,000 - 100,000; Full time

Job summary

Edward Jones is seeking Financial Advisors in Canada to partner with clients, helping them achieve long-term financial goals and build your own practice, supported by a client service team and home-office resources.

You’ll provide comprehensive planning—retirement, wealth-building, estate strategies, and education funding—while growing your client base under a compensation model designed to reward client focus and performance.

Qualifications

• Four years of financial industry work experience or a university degree or college diploma.
• Financial services registration, licensing, or certifications preferred.
• Experience in sales, business development and client acquisition.
• Experience in client prospecting.
• Ambition, self-motivation and commitment to establishing long-term client relationships needed.
• Goal-oriented with critical thinking needed.
• Maturity needed to serve the investing public.
• Analytical and communication skills to carry out their regulatory requirements.

Responsibilities

• Develop and grow your own financial advisory practice with client support.
• Provide retirement, estate, and education planning guidance.
• Build long-term client relationships and meet regulatory requirements.

Skills

Sales experience

Client acquisition

Prospecting

Ambition and self-motivation

Goal-oriented with critical thinking

Client relationship building

Analytical and communication skills

Education

University degree or college diploma OR four years of financial industry experience

Job description

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.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we’re making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!

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 a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.

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.

A Culture of Trust, Partnership and Support

Edward Jones has built a culture of camaraderie – advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You’ll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.

More Earnings Potential and Other Rewards

We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.

Freedom to Grow Your Business on Your Terms

At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.

• Four years of financial industry work experience OR a university degree or college diploma
• Financial services registration, licensing, or certifications preferred.
• Experience in sales, business development and/or client acquisition experience.
• Experience in client prospecting
• Ambition, self-motivation and commitment to establishing long-term client relationships needed
• Goal-oriented with critical thinking needed
• Maturity needed to serve the investing public
• Analytical and communication skills to carry out their regulatory requirements

Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at 1-866-788-4979. We believe that diverse ideas, opinions and perspectives are good for building business.

In Quebec, our Financial Advisors are known as Investment Advisors.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)

Supplemental Starting Salary Range $38,500 - $100,000