Financial Advisor: Grow Your Client-First Practice

Edward Jones; Whitehorse; Sur place; CAD 39 000 - 100 000; Plein temps

Résumé du poste

Edward Jones is a Fortune 500 financial services firm that puts people first. In Canada, we empower Financial Advisors to build their own client practice with a client-first culture and extensive support, helping you grow your business across communities.

As a Financial Advisor, you’ll develop personalized retirement, wealth, and education strategies, nurture lasting relationships, and contribute to your clients' financial well-being while benefiting from a well-established brand and training

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/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

Responsabilités

• Develop and grow your own client practice with support from a client support team.
• Provide comprehensive financial advice for retirement, wealth, and education goals.
• Build long-term client relationships and ensure regulatory compliance.
• Collaborate with home-office and regional advisors to serve clients.

Connaissances

Client prospecting

Sales experience

Ambition & self-motivation

Analytical skills

Communication skills

Relationship building

Formation

Four years of financial industry work experience OR a university degree or college diploma

Description du poste

Edward Jones is a Fortune 500 financial services firm that puts people first. In Canada, we empower Financial Advisors to build their own client practice with a client-first culture and extensive support, helping you grow your business across communities.

As a Financial Advisor, you’ll develop personalized retirement, wealth, and education strategies, nurture lasting relationships, and contribute to your clients' financial well-being while benefiting from a well-established brand and training