Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Financial Services Representative

$38.5k - $100k per year
Full-time

Edward Jones

Job Overview Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to 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. A Culture of Trust, Partnership and Support Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues. 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.New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Skills/Requirements Read More About Job Overview

Four years of financial industry work experience OR a university degree or college diploma

Financial services registration, licensing, or certifications preferred.

Experience in sales, business development and/or client acquisition experience.

Ambition, self-motivation and commitment to establishing long-term client relationships needed

Maturity needed to serve the investing public

Analytical and communication skills to carry out thier regulatory requirements

We believe that diverse ideas, opinions and perspectives are good for building business.In Quebec, our Financial Advisors are known as Investment Advisors. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. With over 9 million clients and 20,000 financial advisors across the U.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.Edward Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report .¹Fortune 500, published June 2024, data as of December 2023. 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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Financial Services Representative in Penticton, BC vacancy
  • $48.63k per year

     ...Sales Advisor Cherry Park Retirement Residence - 317 Winnipeg St, Penticton, BC V2A 8J9 Salary: $48,626 - $60,783 This posting is...  ...offer a number of programs and benefits that support team members’ financial, personal and professional needs: A competitive salary... 
    Suggested
    Weekly pay
    Permanent employment
    Part time
    Weekend work
    Afternoon shift

    Sienna Senior Living

    Penticton, BC
    5 days ago
  •  ...Summary The Automotive Service Advisor communicates directly with customers, managing their needs and expectations regarding auto...  ...Sports Ltd, Canadian Tire Corporation Limited and Canadian Tire Financial Services). Physical Demands and Working Conditions In compliance... 
    Suggested
    Shift work

    Canadian Tire - Penticton, BC (Store 351)

    Penticton, BC
    18 days ago
  • $76.8k per year

     ...Position Description The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial...  .... Your individuality is welcome here. About Us We’re a financial cooperative that does things differently. We provide time-tested... 
    Suggested
    Long term contract
    Work at office
    Local area
    Flexible hours
    Night shift

    Valley First, a division of First West Credit Union

    Penticton, BC
    25 days ago
  • $40k per year

     ...experience, proven knowledge, skills, and internal equity. Job Summary We are currently recruiting for a full-time Client Advisor, Auto Insurance to work in our Penticton office. This role’s purpose is to advise, explain, promote and sell insurance policies to ensure... 
    Suggested
    Permanent employment
    Full time
    Work at office
    Weekend work

    Acera Insurance Services Ltd.

    Penticton, BC
    20 days ago
  •  ...drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled array of investment... 
    Suggested
    Long term contract
    Full time
    Flexible hours

    RBC

    Penticton, BC
    25 days ago
  •  ...Group: Store Careers  Job Category: Retail - Grocery  Travel Requirements: 0 - 10% Job Type: Part-Time   Country: Canada (CA)  Province: British Columbia  City: Penticton Location: 4955 Penticton Safeway  Postal Code: V5N 1W3    Embark on a... 
    Hourly pay
    Part time
    Internship
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Sobeys

    Penticton, BC
    13 days ago
  • $21.5 per hour

     ...Maintain inventory and records of food, supplies and equipment Clean kitchen and work areas Oversee the operation of company Financial benefits ~ Gratuities Other benefits Free parking available On-site amenities Other benefits Support for youths... 
    Permanent employment

    Theo's Restaurant

    Penticton, BC
    15 hours ago
  • $21.5 per hour

     ...helpers Maintain inventory and records of food, supplies and equipment Clean kitchen and work areas Oversee the operation of company Benefits Financial benefits ~ Gratuities Other benefits Free parking available On-site amenities Other benefits... 
    Remote work

    Theo's Restaurant

    Penticton, BC
    2 days ago
  •  ...Canadian Tire family (Canadian Tire Petroleum, PartSource, Mark’s, FGL Sports Ltd, Canadian Tire Corporation Limited, and Canadian Tire Financial Services). Physical Demands and Working Conditions In compliance with the store’s Health and Safety Policies and Procedures:... 
    Immediate start
    Shift work
    Weekend work

    Canadian Tire - Penticton, BC (Store 351)

    Penticton, BC
    3 days ago
  •  ...Canadian Tire family (Canadian Tire Petroleum, PartSource, Mark’s, FGL Sports Ltd, Canadian Tire Corporation Limited, and Canadian Tire Financial Services). P hysical Demands and Working Conditions In compliance with the store’s Health and Safety Policies and Procedures:... 
    Immediate start
    Shift work

    Canadian Tire - Penticton, BC (Store 351)

    Penticton, BC
    18 days ago
  •  ...Canadian Tire family (Canadian Tire Petroleum, PartSource, Mark’s, FGL Sports Ltd, Canadian Tire Corporation Limited and Canadian Tire Financial Services.   Physical Demands and Working Conditions   In compliance with the store’s Health and Safety Policies and... 
    Hourly pay
    Immediate start
    Shift work

    Canadian Tire - Penticton, BC (Store 351)

    Penticton, BC
    18 days ago
  • $57.6k per year

     ...Personal suitability Accurate Client focus Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Flexibility Organized Reliability Team player Benefits Financial benefits ~ Bonus... 
    Permanent employment
    Full time
    Remote work

    McDonald's Restaurants

    Penticton, BC
    5 days ago
  • $57.6k per year

     ...Flexible hours Experience ~3 years to less than 5 years Employment terms options Morning Night Day Weekend Financial benefits ~ Bonus Support for persons with disabilities Offers mentorship, coaching and/or networking opportunities for persons... 
    Permanent employment
    Part time
    Seasonal work
    Immediate start
    Relocation
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift
    Afternoon shift
    Early shift

    McDonald's Restaurants

    Penticton, BC
    5 days ago
  • $18 per hour

     ...adjustable desks and chairs, accessible parking, etc.) Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.) Supports for visible minorities Participates in a... 
    Permanent employment
    Full time
    Part time
    Seasonal work
    Immediate start
    Relocation
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift
    Afternoon shift
    Early shift

    Tim Hortons

    Penticton, BC
    15 days ago
  • $100k per year

     ...term relationships with the community ~ Be committed to maintaining merchandising, operational standards and be accountable for financial objectives ~ Manage the day to day operations of the store ~ Provide input to the District Manager to help shape business strategy... 
    Long term contract
    Permanent employment
    Temporary work
    Internship
    Immediate start

    Loblaw Companies Limited

    Penticton, BC
    27 days ago
  • $36.6k per year

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Contract work
    Part time
    Immediate start
    Day shift

    BMO Financial Group

    Penticton, BC
    27 days ago
  • $57.6k per year

     ...Soir Quart de travail Horaire flexible Options de conditions d'emploi Matin Nuit Jour Fin de semaine Avantages financiers ~ Prime Soutien pour les personnes handicapées Offre des opportunités de mentorat, de coaching et/ou de réseautage aux... 
    Permanent employment
    Part time
    Seasonal work
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Afternoon shift

    McDonald's Restaurants

    Penticton, BC
    5 days ago
  • $142.18k - $170.59k per year

     .../or space-based observatory operations. Assets ~ Experience in applying the principles, tools and practices of administrative, financial, and human resource management. Condition of employment ~ Secret (II) A thorough security clearance process will be applied... 
    Permanent employment
    Work at office
    Local area
    Remote work
    Relocation package

    National Research Council Canada / Conseil national de reche...

    Penticton, BC
    20 days ago
  • $58 per hour

     ...BC Salary 58.00 hourly / 30 to 35 hours per week Full time Morning, Day Starts as soon as possible Benefits: Health benefits, Financial benefits, Other benefits Languages English Education Other trades certificate or diploma Experience: Experience an asset Work must... 
    Hourly pay
    Full time
    Immediate start
    Remote work
    Day shift

    Plaza Dental Centre

    Penticton, BC
    26 days ago
  • $350k per year

     ...a full-time clinic lead, and a clinic manager. The SOS Health Care Society manages clinic operations, including human resources and financial support, helping to remove administrative burden and allowing providers to focus on patient care. Together, we work to keep operations... 
    Permanent employment
    Full time
    Work at office

    Ponderosa Clinic

    Penticton, BC
    27 days ago
  • $18 per hour

     ...stationnement accessible, etc.) Offre des ressources pour aider les travailleurs âges à planifier leur retraite (par exemple : planification financière, accès à la pension et aux avantages sociaux, ajustements de style de vie, etc.) Soutien pour les minorités visibles Participe... 
    Permanent employment
    Part time
    Seasonal work
    Work at office
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Afternoon shift

    Tim Hortons

    Penticton, BC
    15 days ago
  • $65.08k per year

     ...interviews, selection, hiring, orientation and training. Provides support in developing budgets for assigned programs. Reviews of financial statements and wage variance reports and adjusts as needed. Works with supervisors to ensure that programs are responsive to... 
    Permanent employment
    Contract work
    Work at office
    Monday to friday
    Afternoon shift

    Boys & Girls Clubs of the Okanagan

    Penticton, BC
    25 days ago
  • $60k - $75k per year

     ...strong leadership skills, and a deep commitment to promoting the well-being and success of our students. Similar to teachers and advisors, the Manager of Student Life is expected to be a leader and role model to both students and their team of residential staff. Good decision... 
    Full time
    Local area
    Relocation
    Relocation package
    Monday to friday
    Flexible hours
    Rotating shift
    Afternoon shift

    Unisus School

    Summerland, BC
    5 days ago
  • $59k per year

     ...The Front Store Manager leads staff in providing excellent Front Store customer service, manages all process and procedures utilizing financial resources and ensures store objectives are achieved. DUTIES & RESPONSIBILITIES: OPERATIONS: Maintains Store Standards to... 
    Local area
    Flexible hours

    Shoppers Drug Mart / Pharmaprix

    Summerland, BC
    5 days ago
  •  ...marketing, core best practices, and more. Partnerships with the industry’s top training and coaching companies featuring sales, financial and business development strategies and tactics, with accountability to follow through. An environment to nurture and grow your business... 
    Full time
    Internship
    Local area

    Royal LePage Real Estate

    Summerland, BC
    29 days ago
  • $20.15 per hour

     ...concerns professionally, escalating when appropriate. Ensure adherence to sanitation, hygiene, and safe food handling protocols. Financial Complete daily and weekly accounting administration tasks as required. Support inventory control by counting inventory,... 
    Hourly pay
    Permanent employment
    Full time
    Immediate start
    Shift work
    Day shift
    Afternoon shift

    A&W Restaurants

    Summerland, BC
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Financial Services Representative. Be the first to apply!