Awards & Accolades
Edward Jones Canada has been named the Highest in Investor Satisfaction with Full-Service Wealth Management Firms in the J.D. Power 2023 Canada Full-Service Investor Satisfaction Study. This is the ninth time in the last 11 years that the firm has secured this leading position. This year’s study measures overall investor satisfaction across 14 full-service investment firms. Edward Jones earned an overall satisfaction rating of 699 in comparison to the industry average of 652. The overall ranking was determined based on seven factors including “product and service offerings met my needs” and “digital channels”, in which Edward Jones has seen year over year increases in scores. * *Edward Jones received the highest score in the J.D. Power 2023 Canada Full-Service Investor Satisfaction Study(SM), which measures overall investor satisfaction with full-service investment firms. The Study is based on responses from 4,803 investors who work directly with a dedicated financial advisor or team of advisors. Overall satisfaction is based on seven dimensions. The study was fielded between October 2022 and January 2023. Visit jdpower.com/awards for more details. Rating may not be indicative of future performance or results. About J.D. Power J.D. Power is a global leader in consumer insights, advisory services and data and analytics. A pioneer in the use of big data, artificial intelligence (AI), and algorithmic modelling capabilities to understand consumer behavior, J.D. Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 50 years. The world’s leading businesses across major industries rely on J.D. Power to guide their customer-facing strategies. J.D. Power has offices in North America, Europe and Asia Pacific. To learn more about the company’s business offerings, visit JDPower.com/business.
Awards & Accolades
Edward Jones has been named No. 6 on the 2023 Companies that Care list, published by Great Place To Work® and PEOPLE magazine. Earning a spot means that Edward Jones has surpassed rigorous benchmarks, establishing itself as one of the best companies to work for in the country. Edward Jones is a human-centered firm, with a longstanding culture of caring that embraces clients, colleagues and communities. The culture of caring is an important part of why Edward Jones associates say it is a great place to work. The Companies that Care data showed that, as of August 2022, 90% of Edward Jones associates said it is a great place to work — 33% higher than the average U.S. company. Edward Jones’ culture of caring is rooted in the firm’s purpose: to partner for positive impact, to improve the lives of clients and colleagues, and together better our communities and society. Great Place To Work® and People magazine highlighted Edward Jones’ community support as a contributor to the high ranking. The firm anticipates giving approximately $200 million between 2020 and the end of 2025 in communities we serve throughout the U.S. and Canada. “Charitable giving is one of many ways we bring our purpose to life,” said Edward Jones Financial Advisor Jennifer Schoonmaker-Dasch. “Edward Jones financial advisors are involved and invested in our local communities.” The PEOPLE Companies That Care list is based on more than 1.3 million employee survey responses and data from companies representing the experience of more than 7.5 million employees. Of those surveys, 1.1 million came from employees at companies eligible for this year’s list, and these rankings are based on that feedback. “Our shared purpose calls us to help every client and community where we live and work to thrive.” Jennifer Schoonmaker-Dasch, Edward Jones Financial Advisor You can learn more about our culture of caring in the Edward Jones annual Purpose, Inclusion and Citizenship Report, “Purpose in Action,” which showcases the many ways we brought our purpose to life in 2022. Disclosures: 2023 PEOPLE Companies that Care, published by PEOPLE magazine August 2023, research by Great Place To Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating.
Awards & Accolades
For the third consecutive year, Edward Jones Canada received a brokerage award from the Annual Wealth Management Advisors Survey. This award recognizes Edward Jones’ commitment to corporate culture, training, compliance, and technology. As one of the largest brokerage partnerships in North America, Edward Jones fosters a culture that embraces diversity, and creates opportunities for employees to leverage their strengths and growth mindset.
Awards & Accolades
For the 23rd consecutive year, Edward Jones has been recognized as a top training company, having been named to the 2023 Training APEX awards list by Training magazine. The award recognizes organizations worldwide that have the most successful learning and development programs. Edward Jones ranked No.14, up 10 spots from last year. Additionally, Edward Jones was recognized with a Best Practice Award for the firm’s JonesSpark program, an internal crowdsourcing tool to engage associates firmwide to help generate ideas and prioritize solutions to complex challenges. “We are intentional about investing in the learning, development and growth of our 50,000 associates,” said Suzan McDaniel, Edward Jones Chief Human Resources Officer. “From mentorship and job shadow programs to new learning platforms that help associates build life skills, our training helps all associates unleash their full potential and serve our 8 million clients – helping them achieve financially what is most important to them.” The Training APEX award evaluation process considers the success of a company’s overall training approach. Award criteria include training program and scope, budget, tuition reimbursement, infrastructure and delivery, evaluation and human resources. Edward Jones’ innovative training programs this year include: Company rankings for the Training APEX award were announced Feb. 13 at an awards gala during the 2023 Training Conference & Expo in Orlando, Fla.
Awards & Accolades
This is Edward Jones’ 22nd consecutive appearance in the annual List of Best Employers. This year, Edward Jones was placed in the top quartile for all indices.
These measurable factors include:
Awards & Accolades
Edward Jones has been ranked No. 3 among the 100 Best Large Workplaces for Millennials in 2022 by Great Place to Work® and Fortune® magazine list (published July 2022). The firm was the highest-ranking financial services firm on the list of 100 large companies.
The survey reinforced the importance millennials place on having purpose in their work. The data as of March 15, 2022, showed that purpose represents the biggest gap between millennials and older generations. With our purpose — to partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society – as Edward Jones’ North Star, the firm is especially proud to be ranked on this list.
Edward Jones Financial Advisor and millennial, Alyssa Jennings, agreed with the survey findings on priorities for millennials. “Partnering with clients to help them achieve what is financially most important to them is one of many ways we live out our purpose every day,” said Jennings. “Our shared purpose enables each of us to make a meaningful impact.”
Great Place to Work based its ranking on a data-driven methodology applied to a confidential survey of more than 1 million respondents who work at Great Place to Work-certified organizations. Survey statements collectively described a great associate experience, defined as high levels of trust, respect, credibility, fairness, pride and camaraderie. Responses were compared across generations.
“Our shared purpose enables each of us to make a meaningful impact.”
-Alyssa Jennings, Edward Jones Financial Advisor
You can view our fourth-annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact,” which showcases the firm’s year-end 2021 achievements and how it works to improve the lives of its clients and colleagues, and together, better its communities and society. In 2021, the firm furthered a place of belonging for its associates and advanced its diverse representation goals, educated more than 175,000 individuals through its Financial Fitness program and donated more than $26 million to 259 organizations through corporate, Edward Jones Foundation and philanthropic giving.
Celebrating its Centennial in 2022, Edward Jones is committed to making the firm an even better place to work through investments and enhancements in professional development, productivity resources and expanded flexibility opportunities.
In 2022, Edward Jones also was named among the Fortune® 100 Best Companies to Work For by Fortune® magazine and Great Place to Work, the firm’s 23rd year on the list and ranking No. 35 this year (announced in April 2022; data as of August 2021). Fortune® magazine also recognized Edward Jones as one of the 2022 World’s Most Admired Companies, in partnership with Korn Ferry (announced in February 2022; data as of November 2021).
Awards & Accolades
This is Edward Jones’ 24th 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 30 categories.
Our stability and consistency as a firm shone through on the 2021 report card. We were ranked among the highest for our:
For more information, go to Investment Executive’s Brokerage Report Card.
Awards & Accolades
For the second consecutive year, Edward Jones Canada received a brokerage award from the Annual Wealth Management Advisors Survey. This award recognizes Edward Jones’ commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation. As one of the largest brokerage partnerships in North America, Edward Jones fosters a culture that embraces diversity, and creates opportunities for employees to leverage their strengths and growth mindset.
Awards & Accolades:
We’re humbled and honoured to announce that Edward Jones was named Brokerage of the Year at this week’s Annual Wealth Professional Awards!
Congratulations to our advisors and associates for this major accomplishment. And special thanks to our clients, for putting their trust in us and for their ongoing partnership.
Awards & Accolades:
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:
For more information, go to Investment Executive’s Brokerage Report Card.
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