About the job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Home Office – Canada
The Wealth Management Enablement and Activation leader will proactively lead the firm’s transformation to offering full and comprehensive wealth management and financial planning at Edward Jones Canada. They will co-create the strategy to engage Edward Jones branch and home office teams on the journey toward comprehensive advice and planning, which will include developing in-person and virtual modes of adoption. They will lead a team that drives the adoption of all existing and new developing financial planning tools and resources that branches will use to facilitate comprehensive planning and advice for clients. This team will be the primary talent driving activation and enablement of wealth management for Edward Jones branch and home office teams, enabling us to grow our client impact.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
Hiring Minimum: $110629
Hiring Maximum: $188369
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Skills/Requirements
- Bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
- CFP required
- LLQP required
- 6 or more years of significant industry experience; leadership experience preferred
- Technical knowledge of tools and capabilities (Conquest, CAP, etc)
- Industry knowledge including financial planning and wealth management acumen
- Broad knowledge of behavioral finance
- Ability to navigate working across teams and functions
- Must have strong critical thinking, problem-solving, and decision making and collaboration skills.
- Must be able to provide guidance and direction and demonstrate an ability to influence key decisions.
- Ability to interpret and convey complex issues and solutions in a persuasive and informative manner.
How to Apply: