Financial Advisor Client Wealth Planning Calgary

Financial Advisor Client Wealth Planning Calgary

04 Nov
|
Edward Jones
|
Calgary

04 Nov

Edward Jones

Calgary

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 Calgary
🏢 Edward Jones
📍 Calgary

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