I applied through a staffing agency. The process took 4 weeks. I interviewed at Edward Jones (Winnipeg, MB) in Jun 2013
Interview
I got a call from a recruiting firm after they located me on LinkedIn. I applied through the Edward Jones website, and then I attended an information session one evening. Next I did a phone interview, after which I was sent some forms and releases to complete, and a template business plan to complete. I was then referred to one of their Financial Advisors with a list of questions I should ask, as well as any other questions that I could think of. This was very informative. I then spoke again with HR and was given a task to go door-to-door and complete a minimum of 15 surveys - which would give me an idea of what the daily life of a new FA would be. After completing that task I had yet another interview with another FA - this time she was asking the questions.
Throughout the process, they made it perfectly clear what the expectations, risks, and rewards were in this industry. The people I spoke with were up front and honest.
Interview process first consists of numerous dinner events, all very laid back where you get to learn more about the company and the advisors in the region, and they get to learn more about you. If you keep getting invited back to dinners, consider it progress in the interview process. Honestly, the best, most effective interview process.
I applied through an employee referral. I interviewed at Edward Jones (Vancouver, WA)
Interview
it's a series of interviews with people in the office then a full-day of simulating the role of the advisor where you're receiving calls from clients and team mates as well as receiving emails. As a career-changer, this was the part of the interview phase where I realized Edward Jones wasn't the right start to my career as a financial advisor and ended up going somewhere that invested in my growth rather than a "sink or swim" type of place.
Interview process is very lengthy. 6 steps, very in depth. HR screening, in person interview, 1 year plan, day in the life role play (3 hours long) where you had to call actors who were playing clients and prospects
