CA Financial Advisor

Edward Jones

3.8

(16)

Calgary, Canada

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

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    Position summary

    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 program¹.

    • Salary for the first five years as you begin to build your practice²

    • 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.

    ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

    ² As your new asset compensation and commissions increase over the first five years, salary will decrease

    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

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

    Read More About Job Overview

    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.

    Read More About Skills/Requirements

    Awards & Accolades

    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

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    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.

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    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.