The fact that Edward Jones Canada was awarded as a 5-star brokerage is another sign that its strategy is resonating, this time with advisors. The firm has a long history of being praised by customers for its service; The business has consistently ranked first in JD Power’s Investor Satisfaction Rankings.
“We are truly honored to be recognized as such, especially by our mentors,” Clark says. “If our consultants are confident that their firm’s practices are of such a high standard, it strengthens the quality of service and the trust and confidence of our clients.”
Edward Jones’ leadership team includes a number of former advisors, which allows him to build strong bonds with advisors across the country and understand what is needed to effectively serve his clients.
Clark also cites the firm’s best-in-class approach to technology, which lets consultants connect with clients in an interactive fashion. It also takes a patient approach to training, providing counselors with assistance beyond getting on board for the first time.
Edward Jones has built a solid company culture through a consistent emphasis on customer needs and a deep concern for its employees, which Clark says has proven very attractive to financial advisors.