Edward Jones Employee Reviews

Found 23 reviews matching the search
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Branch Office Administrator
Branch Office Administrator (Current Employee) –  Calgary ABAugust 22, 2016
The company is made up of (mostly) 2 person offices - an advisor and an administrator. The advisor is the "franchise owner" and the company is "beautifully designed" to favour the advisor over an administrator in all situations.

If you get a great advisor, you will be able to work in a fantastic environment, and feel valued in your role. If you get a bad advisor, your job is in jeopardy at all times, as you can be let go due to any reason the advisor makes up. There is not many opportunities to transfer, as there must be an opening with another advisor to do so. (Read: little job security)

The pay is INCREDIBLY low! Especially for the amount of work that is involved with this administrator position. However, in most cases there is a great deal of personal flexibility, as a trade off.
Cons
Unstable conditions, very low pay, may often work alone for extended periods of time
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Drinking the Kool-Aid
Financial Advisor (Former Employee) –  Victoria, BCApril 14, 2016
EJ keeps telling that it is your business, well it is not. Your book of client doesn't belong to you but to Edward Jones. Training is next to non.I wouldn't recommend anybody working for them.
Pros
Non
Cons
Total control of what you are doing
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take incoming calls, wires, emails and faxes. provide customer relations, conflict resolution, trade execution and trade assistance/education.
Licensed Financial Advisor & Clt Rel Spec'ist (Former Employee) –  Mississauga, ONJanuary 29, 2016
client relation, conflict resolution, attention to detail, time management, cooperation within department and outside, service targets statistics and standards, industry knowledge up to date, communication and rapport building, technical program knowledge building and sharing. apply Delighting Customer programs - to ensure first contact resolution and happy clients.

Performance driven and insightful Licensed Senior Financial Advisor and Client Relations Specialist in a Head Office environment with a proven ability to meet and exceed all performance standards, development and firm goals in a high volume and dynamic environment
Pros
constant interaction with clients internal and external, positive work enviroment
Cons
poor team leader management
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solid financial full service brokerage
Financial Advisor (Current Employee) –  Kitchener, ONDecember 7, 2015
well respected within the financial industry. Great training program and business model. Great mentorship available to new hires starting out their business
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Great company
Product Manager (Former Employee) –  Mississauga, ONNovember 18, 2015
It is a great culture and a wonderful company to work for in general.
Sometimes has been great and sometimes it hasn't, depending on the team and especially on the team leader.
Pros
great people
Cons
long hours
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Long hours, extreme oversight, high expectations
Financial Advisor (Current Employee) –  Victoria, BCSeptember 5, 2015
The hardest part of the job is the oversight by home office and peers in your region. Every aspect of the job is tracked and monitored, even if you are exceeding expectations. Edward Jones attracts advisors with the promise of flexibility and training, this does not exist.
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Superior opportunity for advancement
Branch Office Administrator (Former Employee) –  South Porcupine, ONAugust 23, 2015
Great company to work for
Amazing learning opportunities
The ability to meet all different types of customers
Great to hold seminars and get to know the customers
Pros
Amazing learning opportunities
Cons
loss of jobs when financial advisor relocates
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An individual who isn't afraid of taken risk, new career and have the passion to bring things to fruition to be successful for all parties involved.
Full Service Broker (Former Employee) –  Toronto, ONJune 8, 2015
. Varied significantly from cold calling, client meeting, prospect meetings, financial planning, statistical reports of the status of the business and trading of stocks and mutual funds based on client retirement or immediate needs.

. I leaned that based on by prior experience as an VP of Operations and predominately in a corporate office running the business that i was able to step outside. my comfort zone and have the ability to network and make cold calls and even knock on doors to develop new business.

. Management was excellent and they provided all the tools and mentorship to be successful.

. The co-worker where like a cog in wheel whereby they would help you to move forward at any opportunity.

. Without a doubt it was what other ways can I generate new prospects to develop new business. I did what I had to and was successful at it.

. I enjoyed meeting with new clients and after reviewing their holistic needs financially; bringing a plan that would make it happen.
Pros
Clients, Company, Education
Cons
Cold calling
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Productive
Financial Advisor (Trainee) (Current Employee) –  calgaryMay 20, 2015
A typical day at work is very interesting and productive environment. meeting clients, booking appointments and playing golf, Selling Investments
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good if you like door to door
Finical Advisor (Current Employee) –  Sarnia, ONMay 7, 2015
good company, a lot of door knocking fallow ups ever week calling people knocking on their door, a lot of rejection involved. day to day you knock on doors call people and sit down and have an appointment
Pros
salary
Cons
door knocking
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Excellent in house training
Financial Advisor Training (Former Employee) –  London, ONApril 29, 2015
The in-house corporate training is excellent. After training support varies depending on Field Trainer you are assigned. Some are very good and helpful. Others should not be training, they are only doing it to receive the benefit they are getting from the company.
Pros
Excellent in house training, market research department
Cons
Very inconsistent support once you are in the field.
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Great place to work at.
FACD (Former Employee) –  Mississauga, ONOctober 29, 2014
Supportive co-workers. Meaningful work. Strong and helpful management
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Great place to work
Investment Advisor Trainee (Former Employee) –  Toronto, ONSeptember 28, 2014
It's an American company, so has great benefits for high performing persons. Has the best training facilities.
Pros
structured training
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Must be able to work on your own
Branch Office Administrator (Former Employee) –  Port Perry, ONNovember 18, 2013
The job details change depending on the advisor you are working with.
Pros
1 hour lunch
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They do try to replace colleges FA that leave so that the BOA's continue at the Branch
Branch Office Administrator (Former Employee) –  Stouffville, ONAugust 30, 2013
I think that Edward Jones is a good company, however, the BOA's job security is not very good.

I was in a branch and the FA quit, they did not replace him and I lost my job.

I am hoping to get into another branch.
Pros
good benefits
Cons
job security, can be a very quite atmosphere
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Appreciated its corporate culture and goals for investors
ASSISTANT BRANCH MANAGER & OFFICE ADMINISTRATOR (Former Employee) –  Located in Mississauga Ontario, easy to get to.February 6, 2013
Enjoyable in all capacities and departments I experienced, great internal systems, great people working together for same goals, hands on management team, respecting leaders in industry, supportive of its staff. Enjoyed the industry development, changes and challenges in markets, technology and most of all the people interaction globally.
Pros
great bonus structure for upper management in general, nice ho isnt' in toronto
Cons
can't recall
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The strong customer service training is a valuable take-away from this position. Great satisfaction assisting advisors and branches in transition.
Administrative Assistant (Former Employee) –  Mississauga, ONFebruary 5, 2013
Fast-paced environment with tight deadlines and multi-tasking required. Excellent customer service and inclusive training opportunities. Accessible management (open-door) policy and friendly co-worker atmosphere. Required intensive computer-based activities and did not lend itself to a lot of employee interaction. There were some fun theme-based activities throughout the year.
Pros
training opportunities;
Cons
tight daily schedules did not allow for much socializing among employees
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Amazing job opportunity and great chances for advancement
Financial Advisor (Current Employee) –  Windsor, ONNovember 7, 2012
Very rewarding job and a great company to work for. requires very long days to start with to build up a strong book of business.
Pros
work independently
Cons
very long hours
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Two person office may not be the right model
Branch Office Administrator (Former Employee) –  Salmon Arm, BCOctober 19, 2012
At first was a great place to work, you have to get a balanced relationship with the Advisor you work for. There's nothing that's going to save your butt if the advisor decides to dump you. Not even years of loyalty can save you.
Pros
great basic training and opportunities to do more training, rewards for good work, lots of "team" building
Cons
very few opportunities for advancement, your dispensible, boa's can't travel with advisors on diversification trips
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Review
Financial Advisor (Former Employee) –  Winnipeg Manitoba.June 6, 2012
Learned a lot from immediate supervisor.Hardest part of the job is constant prospecting i.e door to door during winter season.
Pros
good paying job
Cons
commission sales
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Overall rating

4.0
Based on 533 reviews
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Ratings by category

Work/Life Balance
3.7
Salary/Benefits
3.6
Job Security/Advancement
3.3
Management
3.6
Culture
3.9