Edward Jones Launches National Advisor Learning Series

(Mississauga, ON — November 27, 2025) – Edward Jones has launched an Advisor Learning Series investing in deep learning and practical training for our advisors to meet the evolving financial planning needs of Canadians who value advice.

The series features immersive in-person training sessions across multiple locations like Vancouver, Regina, Surrey, Ottawa, Edmonton, Calgary, Cambridge and Mississauga, with additional events online.

The program represents a deliberate investment in financial advisors to enhance their professional capabilities by learning new planning tools, building financial plans for test cases, and refining their expertise to elevate the client experience and build lasting financial confidence.

The goal is simple: help advisors grow, lead, and serve clients better.

“Our advisors are the heart of our business,” says Julie Petrera, Director of Financial Planning at Edward Jones Canada. “When, they succeed, the ~190,000 families we serve across Canada benefit. As we learn more about what Canadians want from their advisors, we need to ensure our Advisors can deliver that. That’s why we’re investing in their growth.”

Here is what some Financial Advisors are saying about the training.

“The energy from both the regional participants and subject matter experts was invigorating—it really bodes well for the success of enhanced planning.” Ben Moore, Financial Advisor, Vernon, BC

"The learning journey was eye-opening—I could immediately see new ways to add value for clients and prospects.” Ryan Henderson, Financial Planner/Financial Advisor, Toronto, ON 

"The firm didn’t just give us new tools, they gave us the time to learn them, the reason behind them, and the space to connect in person so we could come back ready to serve clients better from day one.” 
Dana Hicks, Financial Planner/Financial Advisor, Delhi, Ontario

 

Advisors with Edward Jones Canada participate in learning series across Canada 

Source: Edward Jones Canada

Edward Jones has also begun the roll out of Conquest, an industry-leading financial planning software to further enhance personalized financial planning for all clients which reflects Edward Jones’ commitment to advisor success and client-first service.

Media Contacts:
Darryl Konynenbelt, Edward Jones Public Relations, Darryl.Konynenbelt@edwardjones.com