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Lauren Woodman - Edward Jones Department Leader, Branch Performance and Coaching

Spotlight

Location

Mississauga, Ont.

College

Jacksonville University

Degree

Bachelor's in Business Administration

Year Started

2006

Lauren Woodman

Department Leader, Branch Performance and Coaching

Before you came to Edward Jones, what did the name mean to you? And after you came on board?
I didn't know much about Edward Jones until I started looking for career opportunities after university. Now, when I think of Edward Jones, I think of a great place to work and a great place to invest.

What did you do prior to joining Edward Jones?
I received a basketball scholarship and was a full-time student athlete for four years while completing my degree in Business Administration.

Describe how your division contributes to the firm's success.
Branch Development is responsible for finding, training and supporting the most qualified and committed individuals to become Financial Advisors to continue to help more individual investors achieve their financial goals across Canada. We ensure our Financial Advisors receive the right support at the right time to set them up for success.

Describe the culture at Edward Jones and how it's different from your previous job. What is unique?
As a partnership, what really stands out to me is that the people who work here are invested in the firm's success. When people think and act like business owners, it impacts how they show up every day and how they define success. What I see day-to-day are committed, collaborative and results-driven associates.

Articulate the spirit of volunteerism that exists at Edward Jones. How have you been involved, and what was that experience like?
I believe that when you are in a partnership, volunteerism is something that becomes second nature. If you asked an Advisor or home office associate why each volunteers their time, both would likely say, "Because someone did it for me." Having worked in our Training department since 2009, I have the pleasure of working every month with veteran financial advisors who take time away from their practice to participate in our training classes. They come to support the new Financial Advisors by providing real-world experience and perspective to the training curriculum, sharing their best ideas and coaching other Financial Advisors on various business-building skills. These vets volunteer their time because the success of new Financial Advisors - their future partners - is their success. As a home office associate, I've volunteered for various committees and events over the years. I have found that these opportunities have contributed to my development and growth in the firm, and I honestly enjoy the interaction with my colleagues and our branch teams.

Are there any memorable experiences you'd like to share that illustrate what it's like to work for Edward Jones?
When I consider all of the personal relationships I've developed with my peers and with Advisors, it's a great feeling. Through and through, Edward Jones is all about relationships. 

Do you feel there are opportunities for advancement and greater income potential at Edward Jones?
Yes. The firm is very committed to developing talent and leadership to continue to meet the needs of our clients. As I reflect on my career development and the evolution of my responsibilities at Edward Jones, I'm amazed at the growth I've experienced. I started at Edward Jones as a Financial Advisors apprentice, and became a licensed Financial Advisor a year later. In 2009, I made a decision to transition and seek an opportunity in Branch Training, facilitating our new Financial Advisor training program. During my four years as a trainer, I progressed into a senior training role and then a team leader. In 2014 I became responsible for our In-Field Support team and in 2017 assumed my current responsibility for Branch Performance and Coaching.

How has the firm supported your professional growth?
Development is extremely important at Edward Jones because we all play a critical role in helping the firm achieve its mission. With that said, the firm looks at training as an investment rather than a cost, and I have benefited from a significant amount of training as  a Financial Advisor and home office associate. In every role that I've been in at the firm, the onboarding experience and the training I've received have been very comprehensive.

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