Financial Services Representative

5 days ago


Edmonton, Alberta, Canada Edward Jones Full time

About the Role

As a Client Advocate Associate at Edward Jones, you will be working under the leadership of a Financial Advisor to create capacity for the client team.

Your primary responsibility will be to build meaningful connections and long-lasting relationships with clients while understanding legal and regulatory requirements related to selling financial solutions.

You will also be responsible for gathering information and collecting suitability information to open new accounts, researching portfolio performance, and making recommendations to Financial Advisors and communicating with clients on their behalf.

This role requires strong problem-solving skills, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions.

About Us

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 Financial Advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership, and we believe in valuing different viewpoints to help achieve exceptional results and improve the lives of our clients.



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