Wealth Management Enablement and Activation Leader in Mississauga, Ontario

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: Full-Time

At Edward Jones we are evolving toward offering more comprehensive advice and planning to our ideal and prospective ideal clients. With this move we are expanding our advice and planning offerings. The leader of the adoption team will guide stakeholders along this transformation from current state to full financial planning. This involves developing the strategy and tactics required to bring stakeholders along this growth journey as we expand our wealth management tools and resources to enable our field to provide an enhanced and expanded client experience (including, but not limited to financial planning, products and solutions, fee-based programs, banking solutions, insurance, Conquest, etc.).

The Wealth Management Enablement and Activation leader will proactively lead the firms transformation to Wealth Management and Financial Planning. They will co-create strategy and development of face to face, virtual, online and other modes of adoption for branch teams and Home Office teams and associates on the what and how of financial planning and wealth management (inclusive of all Advice, Planning, Products and Solutions, including CAP, Banking Solutions, Protection, Conquest, Salesforce, Voice of the client and other firm priorities). They will lead a team that participates, supports and leads as subject matter expert on all existing and developing financial planning tools and resources. This team will be the primary capability driving adoption and enablement of wealth management for home office and field to grow 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 (https://careers.edwardjones.com/compensation-and-values/) 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

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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.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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