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CA Experienced Financial Advisor

Full-time

Edward Jones

Job Responsibility: Job Overview Êtes-vous un représentant en services financiers bien établi, motivé et déterminé à entretenir d'excellentes relations qui auront une incidence positive sur l'avenir financier de vos clients? Est-ce que vous valorisez l'autonomie dans un milieu axé sur le rendement, tout en privilégiant le perfectionnement de votre pratique? Êtes-vous un professionnel ambitieux qui ne veut pas que sa carrière soit limitée par un potentiel de gains ou des échelons hiérarchiques? Si tel est le cas, joignez-vous à l'équipe d'Edward Jones, où vous aurez la possibilité de mettre à profit votre esprit entrepreneurial et d'accroître votre volume d'affaires grâce à une multitude d'excellentes équipes d'analyse, d'encadrement et de soutien. Quels sont les avantages pour vous? Bureau fourni par la société et administrateur de succursale : Chacun des représentants en services financiers d'Edward Jones se voit fournir un bureau par la société et associer à un administrateur de succursale (adjoint) pour l'aider à gérer les services offerts aux clients et les activités de marketing. Une rémunération de premier ordre dans le secteur* : Selon le rapport 2020 sur les sociétés de courtage d'Investment Executive**, Edward Jones se classe parmi les meilleures sociétés de courtage détenues au Canada sur le plan de " la rémunération globale " et pour le " programme de récompenses et de reconnaissance ". En plus du versement d'une commission, les représentants en services financiers d'Edward Jones sont admissibles au partage des bénéfices de leur succursale au moyen d'une prime de rentabilité trimestrielle - ces primes en espèces ne sont pas différées. Outils intégrés et technologie : Edward Jones a été reconnu par plusieurs publications canadiennes et américaines du secteur pour sa plateforme technologique mise à la disposition des représentants en services financiers. Selon le rapport 2020 sur les sociétés de courtage d'Investment Executive, Edward Jones est arrivé au premier rang en ce qui concerne " la technologie, les outils et le système informatique des représentants ". La plateforme technologique d'Edward Jones est bien intégrée et offre aux représentants en services financiers des outils complets de développement des affaires et d'évaluation financière. Passez à l'étape suivante pour mener votre pratique professionnelle avec Edward Jones. Skills/Requirements Minimum de trois ans d'expérience en vente, en expansion des affaires ou en acquisition de clients. Ambition, motivation personnelle et engagement à établir des relations à long terme avec les clients. Axé sur les objectifs et pensée critique. Expérience en services-conseils financiers ou en ventes de placements (atout). Réussite des cours menant à l'obtention d'une accréditation (atout). Awards & Accolades
  • Les données sur le secteur ont été fournies à Edward Jones par une entreprise tierce de données et d'analyses.
**C'est la 22e apparition consécutive d'Edward Jones dans le sondage annuel des conseillers. Meilleure société indépendante à l'échelle nationale, Edward Jones fait partie des sociétés les mieux cotées dans 12 des 33 catégories. Les catégories dans lesquelles Edward Jones a obtenu de solides résultats reflètent sa culture unique, sa stabilité et son orientation stratégique consistant à offrir une expérience client exceptionnelle. Au Québec, nos représentants en services financiers sont désignés sous le nom de conseillers en investissement.
  • Actuellement titulaire d'un permis de l'ACCFM ou de l'OCRCVM dans un poste de service à la clientèle;
  • Permis d'assurance souhaitable;
Liste de Kincentric des meilleurs employeurs au Canada, 2019 Pour la 18e année consécutive, Edward Jones figure sur la liste de Kincentric des meilleurs employeurs au Canada, publiée dans le Financial Post. Edward Jones se classe encore une fois dans la tranche supérieure de 25 % pour la mobilisation des employés. Étude de 2020 de J.D. Power sur la satisfaction des investisseurs à l'égard des sociétés de courtage de plein exercice au Canada - Huit années de file Edward Jones a obtenu le " Prix de la satisfaction optimale des clients des sociétés de courtage de plein exercice* ", selon l'étude. Rapport 2020 d'Investment Executive sur les sociétés de courtage Dans le rapport annuel d'Investment Executive sur les sociétés de courtage, les conseillers ont placé Edward Jones ex aequo au deuxième rang du classement général. La société comptait parmi les entreprises les mieux cotées dans 8 catégories de l'étude. About Us Chez Edward Jones, nous aidons les clients à atteindre leurs objectifs financiers rationnels à long terme en analysant leurs besoins et en créant des solutions sur mesure. Pour offrir une expérience client personnalisée, nous avons ouvert plus de 15 000 succursales, où vivent et travaillent plus de sept millions de clients. Dans une succursale typique, un représentant en services financiers rencontre les clients en personne et un administrateur de succursale améliore la capacité de l'équipe à approfondir les relations avec les clients. Les associés des sièges sociaux de St. Louis (Missouri), de Tempe (Arizona) et de Mississauga (Canada) offrent du soutien et de l'expertise pour aider les équipes des succursales situées aux États-Unis et au Canada à offrir l'expérience client idéale. Edward Jones compte actuellement plus de succursales que toute autre société de services financiers, et nous continuons de croître pour répondre aux besoins des investisseurs individuels à long terme. Edward Jones souscrit au principe de l'égalité en matière d'accès à l'emploi et est déterminé à promouvoir une culture d'intégration. Nous croyons que la diversité des idées, des points de vue et des perspectives favorise la croissance de l'entreprise.

Vacancy posted 3 hours ago
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