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Edward Jones Named ‘2nd Place Overall’ in 2020 Annual Advisors Survey

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This is Edward Jones’ 23rd consecutive appearance in the annual survey of advisors.

This year’s report card measures 14 brokerages: six national independents, two regional independents and six bank-owned investment dealers across 32 categories.

Our stability and consistency as a firm shone through on the 2020 report card. We were ranked among the highest for our:

Firm’s corporate culture
Firm’s strategic focus
Firm’s ethics
Firm’s reward/recognition program
Technology tools & advisor desktop
Support for developing a financial plan for clients
Ongoing training
Support for helping to deal with changes in the regulatory environment

For more information, go to Investment Executive’s Brokerage Report Card.

Edward Jones Named to ‘2020 Canada Full-Service Investor Satisfaction Study’ for 8th Consecutive Year

September 6, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Edward Jones Named to ‘2020 Canada Full-Service Investor Satisfaction Study’ for 8th Consecutive Year

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For the eighth consecutive year, Edward Jones has been ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” across Canada, according to the J.D. Power 2020 Full Service Investor Satisfaction StudySM.

About J.D. Power

J.D. Power is a global leader in consumer insights, advisory services and data and analytics. These capabilities enable J.D. Power to help its clients drive customer satisfaction, growth and profitability. Established in 1968, J.D. Power has offices serving North America, South America, Asia Pacific and Europe.

Edward Jones received the highest score in the J.D. Power 2013-2020 Canadian Canada Full-Service Investor Satisfaction Studies of customers’ investors’ satisfaction with their full-service investment firm. Visit jdpower.com/.

Edward Jones Named to ‘Best Employer Canada 2019’

September 6, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Edward Jones Named to ‘Best Employer Canada 2019’

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This is Edward Jones’ 18th consecutive appearance in the annual List of Best Employers. Edward Jones ranked in the top 25% for employee engagement and was recognized for the training it provides new financial advisors and flexible work arrangements it offers employees so they can balance their work with their private lives.

Nearly 200 Canadian employers took part in the 2019 Best Employers survey that focused on employee engagement levels and work environment factors. Edward Jones ranked in the top 25% for employee engagement and was recognized for the training it provides new financial advisors and flexible work arrangements it offers employees so they can balance their work with their private lives.

Discovering the Value of the Financial Advisor Role: Toddye Kam

August 10, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Discovering the Value of the Financial Advisor Role: Toddye Kam

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Prior to joining Edward Jones, Toddye was a financial planner at one of the major banks. With limited growth opportunities, he felt the need to change and looked for an environment that would allow not only personal career growth, but also the ability to deliver exceptional service and to change clients’ lives. He found this unique combination at Edward Jones.

“Before joining Edward Jones, I worked as a financial planner at one of the major banks. While it was a good job, I felt I wasn’t given the opportunity to grow, and I wasn’t able to provide the best client-centric experience due to limitations set by the firm.

“When I began looking at an opportunity with Edward Jones, it resonated with me right away. Edward Jones focuses on its clients without any proprietary products, so I can provide my clients with an unbiased opinion.

“Through its training programs, Edward Jones allowed me to learn everything about building and running a successful practice. The compensation model ensures a steady income while still working on building up the business.

“It was only after I joined the firm that I discovered the true value of everything that is available to Edward Jones’ financial advisors. I was able to have my own branch within my local community. In addition, I was able to hire a firm-paid branch office administrator whose primary focus is on our clients.

“I have access to some of the best and constantly improving tools to support my clients’ financial plans and portfolios, and with the home-office support for everything from administration to market analysis to research, I am truly able to focus on building my business and serving my clients.

“The value we, as financial advisors, provide to our clients is significant, and we see it in our clients’ lives every day. I had a client who unexpectedly lost her husband and was faced with having to deal with all the family finances. She felt lost and turned to me for support. When all was taken care of, she felt very relieved. It was an emotional day for both of us. That is why I love my job – the ability to help others through good and bad times.

“The culture at Edward Jones is also one of a kind. Edward Jones’ financial advisors help each other through the sharing of best practices and mentoring programs. With the support provided, I was able to build a steadily growing business, provide for my family and do rewarding work daily by helping my clients achieve their financial goals. That is proof that I made the right decision to join Edward Jones.”

If you’re ready for a rewarding career as a financial advisor, you can learn more about the opportunity or apply now to connect to a recruiter near you. Connect with Toddye on LinkedIn.

Support to Help You Succeed as a Financial Advisor: Edouard Saidah

August 10, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Support to Help You Succeed as a Financial Advisor: Edouard Saidah

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Edouard Saidah worked as a financial advisor for a couple of different financial institutions before switching to Edward Jones. Edouard saw Edward Jones as an attractive career destination because of the firm’s in-depth training and ongoing support for financial advisors and their practices.

“I’ve previously worked for two other financial institutions. Those two experiences taught me a few things, one of which was that I do not want to work for anyone else.

“I don’t need a firm to help me be transparent with my clients, but Edward Jones makes it easy. At Edward Jones I have the true ability to ask my client what it is that they want and work to deliver exactly that.

“The magnitude and depth of support for financial advisors often goes unnoticed because you only experience it when you visit our home office locations.

“If I were to single out the key secret ingredients to the support our financial advisors receive, I would say the first is the Branch Office Administrator and second the veteran financial advisors who volunteer their time and experience. That work is done in the spirit of true partnership and, I believe, cannot be found anywhere else.”

If you’re ready for a rewarding career as a financial advisor, you can learn more about the opportunity or apply now to connect to a recruiter near you. Connect with Edouard on LinkedIn.

Less is More: Less Technical Difficulty, More Personal Service

August 10, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Less is More: Less Technical Difficulty, More Personal Service

Considering a financial advisor career with Edward Jones? Hear from some of our current financial advisors about why they came to Edward Jones after starting their careers at other firms.

Financial Advisor Jodi Nastor came to Edward Jones looking to align herself with a higher level of service for her clients. Over the last several years, Edward Jones has spent considerable time and resources developing our information technology systems and infrastructure. Learn how Jodi takes advantage of these technologies to drive value for her clients.

What are some of the first things you noticed about the technology at Edward Jones?

It’s faster, quicker and better. It’s simple, but true. Our systems are very well-integrated with one another. I don’t have to bounce from program to program or worry about the system going down. Here, I can go from screen to screen and work with my clients without worrying about my technology failing me.

How does using our technology allow you to better serve your clients?

In banking, you’re only allowed to sell one type of fund, but you have to use multiple programs to do so. At Edward Jones, I can sell multiple types of funds, from stocks to bonds to whatever I like, and it all goes through one, unified system. It’s a nice change that allows me to focus my attention on finding the solutions that are right for my clients.

Explore an opportunity that grants you more productive technology and more time to build your business. Explore the Edward Jones financial advisor opportunity.

Been There, Came Back: Raymond’s Return to Edward Jones

August 10, 2020/in Experienced Financial Advisor /by manjunath

Edward Jones Connection:

Been There, Came Back: Raymond’s Return to Edward Jones

Raymond Lei returned to Edward Jones in 2013 after leaving to continue his financial advisor career at another firm. Now, he has the opportunity to structure his business plan around client satisfaction and service excellence, thanks to the resources and tools the firm provides. Learn how the use of these tools and the support of the home office allow Raymond to focus on the most important part of his practice—his clients.

What is the one thing that stands out most to financial advisors when they make the transition to Edward Jones?

I believe when other brokers come to work for Edward Jones, they’ll be surprised how well the system is designed. It integrates everything you need in the business and the different parts of the system talk to each other very well.

What is another resource that has contributed to your success at Edward Jones?

Our support system. We have thousands of associates working in the home office whose only job is to make my day easier.

How does this support system contribute to your life outside the firm?

Because of the support I receive, I can free up a lot of time and really focus on serving clients and growing my business. So at the end of the day, I feel less tired and more successful.

Looking to enhance your practice and your life? Discover how you can do both with Edward Jones.