Build client relationships as a Financial Advisor with Edward Jones, helping Canadians pursue long-term goals through financial advice and planning.
Financial Advisors develop and grow their own practices while partnering with clients on retirement, wealth building, estate strategies, and education funding. You will lead a branch team and focus on understanding client goals. Support comes from client support teams, home-office teams, regional advisors, market analysts, and specialized resources.
Key Responsibilities:
- Partner with clients on long-term financial goals
- Develop and grow your own financial advisory practice
- Lead the branch team in serving clients
- Understand client goals and why they matter
- Carry out regulatory requirements through analysis and communication
Requirements:
- Four years of financial industry experience or postsecondary education
- Financial services registration, licensing, or certifications preferred
- Sales, business development, or client acquisition experience
- Experience in client prospecting
- Ambition, self-motivation, maturity, and relationship-building commitment
Bring analytical, communication, and client relationship skills to build a practice supporting long-term financial goals at Edward Jones.
Financial Advisor Client Wealth Planning in Calgary employer: Edward Jones
Edward Jones is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to lead transformative initiatives in the financial services sector. Located in Canada, the company offers competitive benefits, professional development opportunities, and a commitment to work-life balance, making it an ideal place for those looking to make a meaningful impact while growing their careers.
