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Tailored Training

Tailored training helps you transition

When you join Edward Jones, you will undergo initial training customized to your background and level of experience. This individualized training is designed to help you get your Edward Jones business up and running as quickly as possible.
Edward Jones Tailored Training

What to expect if you have:

Limited experience
If you're licensed to sell mutual funds and variable annuities, but have limited sales experience, you'll likely spend one week training in Mississauga.

This training will help you develop a better understanding of:
  • The securities business
  • Our firm's philosophy and way of doing business
  • Clients and their needs
  • Key investments

You'll also be introduced to important applications of the Edward Jones systems.

This will most likely be followed by seven weeks of hands-on training in a branch office followed by an additional week in Mississauga. Determining which training process best suits you will ultimately be based on your individual qualifications, background and experience.

Moderate experience
If you're a licensed Advisor who has a trailing 12-month gross production of less than $150,000, you can expect to spend one week training in Mississauga. This training will help you develop a deeper understanding of the tools we offer to serve clients' needs and also introduce you to the firm's philosophy and way of doing business. There's also an introduction to important applications of the Edward Jones systems. Based on your background and experience, you may attend specialized breakout sessions.

Next, you'll most likely spend seven weeks training from your home or in a branch office, followed by one week in Mississauga, where you'll again participate in special breakout sessions based on your experience and background.

During your initial training period, you'll have the ability to place orders, and you'll be given ample time to contact, serve and transfer your existing clients to your Edward Jones business.

Considerable experience
If you're a licensed Advisor who has a trailing 12-month gross production of $150,000 or more, you will receive tailored onboarding that will be customized to your specific business needs.


Other ways we support you

We're not beholden to shareholders

Because we're a privately owned partnership, we have the ability to plan for the long term without the pressure of quarterly earnings announcements.

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You'll help others reach retirement

Don't forget about your own. Understand our compensation structure and be sure to plan for your own retirement.

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We don't brag, but we'll share good news

Edward Jones is proud to receive regional and national awards each year. Read some of the reasons why we think you should join us.

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