Experienced Financial Advisor:

Building a Long-Term, Client-Centric Investment Business: Kevin O’Hagan

Kevin was with one of the Canadian banks before joining Edward Jones four years ago. He felt restricted in his personal and professional growth when he started to explore other avenues. After speaking with several Edward Jones advisors in his region, the opportunity began to feel like a perfect fit, and years later, he is sure he made the right decision.

“Prior to Edward Jones, I worked for one of the big five Canadian banks in a business development role sourcing new investment relationships. I did this for over eight years, but over time, I felt the excitement and mental growth component diminish as did my desire to keep doing this for another 20 years. I was no longer challenged intellectually and wanted to continue growing personally.

“I explored a variety of opportunities that would allow for my personal growth and ability to serve clients. I evaluated bank brokerage channels, insurance companies as well franchise models in the financial industry. None really fit the ability to service clients in a manner that appealed to me, as the corporate agenda always seemed to overshadow my needs and those of my prospective clients. I always wanted to work for a firm that would value my input. I also knew I wanted to be a part of a larger organization to satisfy my need for the social aspect of professional life, which was important alongside my career growth objectives.

“I was approached by Edward Jones, and not knowing a lot about the firm, to be honest, initially I didn’t give it much consideration but told myself to be open-minded as good things can come from new experiences.

“It was only after the regional leader challenged me to explore the opportunity that I started to see that it was exactly what I’d been looking for. The region’s financial advisors took the time to answer all my questions and explain the Edward Jones opportunity so that I could make an informed decision.

“After some time, I realized that Edward Jones was the right place for me: I felt that I could work within the independent model that also allows for guided support. It took me some time to understand the way the firm operates as it was a big step away from a corporate environment. I started to see that it was not only about profit at Edward Jones. I came to understand that the firm is all about partnering with you to build a long-term client-centric investment business.

“It’s been almost four years since I started, and I know that I made the right decision to join this firm. I look forward to many more years of helping the firm build a stronger position in the Canadian investment landscape whilst servicing more investors as we continue to hire new and develop existing financial advisors in pursuit of this dream opportunity.”

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

Making the Move to Edward Jones: Joshua Bowden

October 8, 2020/in Experienced Financial Advisor Optional advisor, advisors, banks, edward, edward jones, edward jones joshua, financial, financial advisor, financial advisors, firm, jones, jones joshua, joshua, looking, message, opportunity, practice, same message, spoke, support /by mohini

Experienced Financial Advisor:

Making the Move to Edward Jones: Joshua Bowden

Prior to moving his practice to Edward Jones, Joshua was with one of the big Canadian banks. While researching the firm, many Edward Jones’ associates and financial advisors he spoke to shared the same message: building your financial services practice at Edward Jones is made easier with the support and partnership of fellow financial advisors and subject matter experts from the head office. Looking back, the only thing he would have done differently is join the firm sooner.

“When I worked for one of the big banks eleven years ago and I first met a successful financial advisor from Edward Jones, I was intrigued by what he had to say about the Edward Jones model. I had heard before how much support was available to financial advisors who join Edward Jones, and, wouldn’t you know, I heard the same message eight years later.

“I finally made the decision to venture down that path to learn if I could be an Edward Jones financial advisor. From the regional leaders I spoke to, the financial advisors I met, my recruiter, etc., the same message was being delivered, which was the idea that I could build my business with a proven business model, with all the support I would ever need throughout my entire career.

“Looking back, I wish I took the opportunity sooner. Edward Jones has been everything I was told it would be and more.

“Everything from the interview process to the onboarding to the training and up until this day have been the most rewarding journey and the best decision of my life. This is a firm that wants you to be successful and will support you in attaining that success. The rest is up to you!”

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

Complete Job Satisfaction: Kim MacInnis

October 8, 2020/in Experienced Financial Advisor Optional advisor, advisors, branch office, clients, decision, edward, edward jones, financial, financial advisor, find, firm, job, job satisfaction, jones, kim, licensed, opportunity, pressured, satisfaction, time /by mohini

Experienced Financial Advisor:

Complete Job Satisfaction Kim MacInnis

Kim was already a licensed financial advisor prior to moving to Edward Jones. Read her story to find out why she joined and stayed to develop a successful practice at Edward Jones.

“I was a fully licensed advisor with another firm. It is important to me to always do what is in my clients’ best interest. At my previous firm, I felt advisors were pressured on the investments to use within clients’ portfolios. Drastic changes were made to payout schedules, and the compensation started to shrink. I began to contemplate a move and was surveying my options.

“Edward Jones was not on my radar at the time, but one of my colleagues suggested that I should consider all options. I had received a couple of communications from Edward Jones by then, and I thought I would explore it further. The head of financial advisor talent acquisition came to Charlottetown, and we scheduled a dinner meeting.

“During the dinner, we talked about many things, one of them being our passion for dogs. It turned out we knew many of the same people. We had a long chat, half of it spent talking about Edward Jones. I made the decision to explore this opportunity along with others. At that time, I was also dealing with my daughter’s ski injury, and we had frequent medical trips to Halifax. I knew transitioning my business would be a very busy time. I did not want to make a decision until my daughter was healed. While all other firms pressured me to make a decision, Edward Jones called to ask about my daughter.

“At that point, having done my research, my mind was made up: I was going to Edward Jones. They moved mountains for me and helped me open a new branch office in 2017.

“Doing what’s right for my clients is very important to me. Edward Jones talks about how important their clients are. Here, financial advisors are given the best tools to assess what is truly best for the clients, and there are no proprietary products. We are not pressured into buying something that is more profitable for the firm.

“What is also unique is having a branch office administrator (BOA) who allows me to do my job, whereas at other brokerage firms, I needed to spend time doing the administrative duties.

“I have the job satisfaction here that I never had anywhere else, and the reason for that is the leadership opportunities – I am given plenty, to develop myself and to help other newer advisors. At Edward Jones, everybody matters, and you can grow as much as you want. The sky is the limit, and it makes coming to work very exciting. I love to coach and help less-experienced advisors, and I am able to do that in this job. What I do truly matters here, and it’s an amazing feeling.”

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

There’s No Ceiling on a Woman’s Potential at Edward Jones

October 7, 2020/in Experienced Financial Advisor Optional advisor, edward, edward jones, experienced, experienced financial, experienced financial advisor, financial, financial advisor, jones, potential, video /by myto

Experienced Financial Advisor:

There’s No Ceiling on a Woman’s Potential at Edward Jones

Read the transcript or view the audio described video.

Listen to some of our most successful women Financial Advisors as they share their insights on how Edward Jones has supported and guided them in growing their financial advising practices. See how Edward Jones may be the place for you to reach your full potential.

After viewing this two-minute video, consider learning more about the Edward Jones Opportunity by going to edwardjones.ca/knowmore. And to start a conversation about moving your practice to Edward Jones, contact the Experienced Financial Advisor Integration Team.

Discovering the Value of the Financial Advisor Role: Toddye Kam

August 10, 2020/in Experienced Financial Advisor Optional attach='scroll position='top left repeat='no-repeat video=, attachment= attachment_size= attach='scroll position='top left, attachment_size= attach='scroll position='top left repeat='no-repeat, av_section min_height= min_height_px='500px padding='no-padding shadow='no-border-styling, bottom_border='no-border-styling bottom_border_diagonal_color='#333333 bottom_border_diagonal_direction= bottom_border_style= id=, bottom_border_diagonal_color='#333333 bottom_border_diagonal_direction= bottom_border_style= id= color='main_color, bottom_border_diagonal_direction= bottom_border_style= id= color='main_color custom_bg=, bottom_border_style= id= color='main_color custom_bg= src=, color='main_color custom_bg= src= attachment= attachment_size=, custom_bg= src= attachment= attachment_size= attach='scroll, id= color='main_color custom_bg= src= attachment=, left repeat='no-repeat video= video_ratio='16:9 overlay_opacity='0.5, min_height= min_height_px='500px padding='no-padding shadow='no-border-styling bottom_border='no-border-styling, padding='no-padding shadow='no-border-styling bottom_border='no-border-styling bottom_border_diagonal_color='#333333 bottom_border_diagonal_direction=, position='top left repeat='no-repeat video= video_ratio='16:9, repeat='no-repeat video= video_ratio='16:9 overlay_opacity='0.5 overlay_color=, shadow='no-border-styling bottom_border='no-border-styling bottom_border_diagonal_color='#333333 bottom_border_diagonal_direction= bottom_border_style=, src= attachment= attachment_size= attach='scroll position='top, video= video_ratio='16:9 overlay_opacity='0.5 overlay_color= overlay_pattern=, video_ratio='16:9 overlay_opacity='0.5 overlay_color= overlay_pattern= overlay_custom_pattern= /by manjunath

Experienced Financial Advisor:

Discovering the Value of the Financial Advisor Role: Toddye Kam

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 find an opportunity near you to connect with a recruiter. Connect with Toddye on LinkedIn.

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

August 10, 2020/in Experienced Financial Advisor Optional advisor, advisors, career, edouard, edouard saidah, edward, edward jones, financial advisor, financial advisors, financial institutions, help, home, institutions, jones, saidah, support, support for financial, support for financial advisors, work, worked /by manjunath

Experienced Financial Advisor:

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

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 find an opportunity near you to connect with a recruiter. Connect with Edouard on LinkedIn.

Less is More: Less Technical Difficulty, More Personal Service

August 10, 2020/in Experienced Financial Advisor Optional advisor, clients, edward, edward jones, explore, financial, financial advisor, jodi, jones, opportunity, program, screen, sell, service, system, systems, technology, time /by manjunath

Experienced Financial Advisor:

Less is More: Less Technical Difficulty, More Personal Service

Read the transcript or view the audio described video.

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 Optional advisor, business, clients, edward, edward jones, financial, financial advisor, firm, focus, home, home office, jones, life, office, raymond, support, support system, system, tools /by manjunath

Experienced Financial Advisor:

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

Read the transcript or view the audio described video.

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.