\nBefore you commit to Edward Jones, we are committed to you. We\u2019re available to speak with you confidentially, answer your questions and connect you with financial advisors who\u2019ve recently made the transition to Edward Jones. Contact us and we\u2019ll connect you with our dedicated transition and integration manager<\/strong> who will serve as your point of contact throughout the recruitment and onboarding process.<\/p>\n
With you every step.<\/h2>\n\n- Pre-transition planning to ensure a smooth move:<\/strong> Prior to your first day, we provide you a dedicated transition specialist who will help you with all the critical components of your move, working closely with you to:\n
\n- Evaluate the current business opportunity<\/li>\n
- Select and secure an office location<\/li>\n
- Manage all logistics relating to the physical office setup<\/li>\n
- Establish a transition plan<\/li>\n
- Connect you with product subject matter experts<\/li>\n<\/ul>\n<\/li>\n
- Support from Day 1:<\/strong> From your first day, we will tailor support to meet the unique needs of your practice and clients. This could include formal systems and business development training, an onsite registered onboarding specialist, and training and support of the Branch Office Administrator.<\/li>\n<\/ul>\n
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Associate Testimonial<\/h2>\n
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\n![\"Joshua](\"\/wp-content\/uploads\/sites\/1392\/2020\/11\/Joshua_Bowden_Canada-EFA.jpg\")
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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.<\/div>\nJoshua Bowden<\/div>\nFinancial Advisor \u2013 Sault Ste Marie, ON<\/div>\n[\/av_textblock]
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\n![\"Kim](\"\/wp-content\/uploads\/sites\/936\/2020\/09\/Kim_MacInnis_CA-EFA_1.1.4.2..png\")
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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.<\/div>\nKim MacInnis<\/div>\nFinancial Advisor \u2013 Etobicoke, ON<\/div>\n[\/av_textblock]
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\nWe know transitioning your practice can be daunting. And we are here to help. Your transition will be completely tailored to you and your practice. We\u2019ve got just two ground rules:<\/p>\n
Number one:<\/strong> You control your transition. Beginning with deciding when and how to transition your practice.
\nNumber two:<\/strong> Our dedicated transition team<\/strong> \u2013 and our extensive resources \u2013 will be available to you and working for you \u2013 from your first conversation with us through Day 1 and beyond.<\/p>\n
- \n
- Evaluate the current business opportunity<\/li>\n
- Select and secure an office location<\/li>\n
- Manage all logistics relating to the physical office setup<\/li>\n
- Establish a transition plan<\/li>\n
- Connect you with product subject matter experts<\/li>\n<\/ul>\n<\/li>\n
- Support from Day 1:<\/strong> From your first day, we will tailor support to meet the unique needs of your practice and clients. This could include formal systems and business development training, an onsite registered onboarding specialist, and training and support of the Branch Office Administrator.<\/li>\n<\/ul>\n
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\n[av_textblock size=” font_color=” color=” custom_class=’h2-small-wrapper’]<\/p>\nAssociate Testimonial<\/h2>\n
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\n[av_one_third first min_height=’av-equal-height-column’ vertical_alignment=’av-align-middle’ space=’no_margin’ margin=’0px’ margin_sync=’true’ padding=’0px’ padding_sync=’true’ border=” border_color=” radius=’0px’ radius_sync=’true’ background_color=” src=” attachment=” attachment_size=” background_position=’top left’ background_repeat=’no-repeat’ animation=” mobile_display=” custom_class=”]<\/p>\n\n<\/div>\n<\/div>\n[\/av_one_third][av_two_third min_height=” vertical_alignment=” space=” custom_margin=” margin=’0px’ padding=’0px’ border=” border_color=” radius=’0px’ background_color=” src=” background_position=’top left’ background_repeat=’no-repeat’ animation=” mobile_display=”]
\n[av_textblock size=” font_color=” color=” custom_class=’quotes-text’]<\/p>\nI 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.<\/div>\nJoshua Bowden<\/div>\nFinancial Advisor \u2013 Sault Ste Marie, ON<\/div>\n[\/av_textblock]
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\n[av_textblock size=” font_color=” color=” custom_class=’quotes-text’]<\/p>\nWhat 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.<\/div>\nKim MacInnis<\/div>\nFinancial Advisor \u2013 Etobicoke, ON<\/div>\n[\/av_textblock]
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\nWe know transitioning your practice can be daunting. And we are here to help. Your transition will be completely tailored to you and your practice. We\u2019ve got just two ground rules:<\/p>\nNumber one:<\/strong> You control your transition. Beginning with deciding when and how to transition your practice.
\nNumber two:<\/strong> Our dedicated transition team<\/strong> \u2013 and our extensive resources \u2013 will be available to you and working for you \u2013 from your first conversation with us through Day 1 and beyond.<\/p>\n