Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
Remote · Canada
Respond to telephone and written inquiries from financial advisors and client support teams, providing accurate, efficient solutions while considering regulatory requirements and firm risk. Support branch teams and clients, contribute to team initiatives and process improvements, and help maintain high service and quality standards.
On-site · London
Deliver excellent client service and strengthen client loyalty by anticipating needs, resolving questions and problems, and supporting clients’ financial goals. Identify potential opportunities for Financial Advisors and perform branch administration, including client communications, record keeping, service requests, expense processing, and document preparation.
On-site · Nanaimo
Deliver excellent client service by anticipating needs, supporting client relationships, and helping Financial Advisors identify and prepare to discuss opportunities with clients. Manage client questions and service requests, support online access, and perform branch administration such as answering calls, maintaining records, processing expenses, and preparing reports and documents.
On-site · Squamish
Develop and grow an independent financial advisory practice, leading the branch team and partnering with clients to understand their goals and provide advice on retirement, wealth building, estate strategies, and education funding. Build long-term client relationships, support clients in achieving their financial goals, and meet applicable regulatory requirements.
On-site · Whitehorse
Develop and grow an independent financial advisory practice, leading the branch team and building long-term client relationships. Understand clients’ financial goals and provide comprehensive advice and planning to help them pursue goals such as retirement, wealth building, estate strategies, and education funding.
On-site · Markham
Provide administrative and account support to financial advisors, including client communications, account transactions, documentation, scheduling, and maintaining accurate records. Support branch business planning and marketing activities while delivering a positive client experience.
On-site · London
Develop and grow an independent financial advisory practice while leading the branch team and building long-term client relationships. Understand clients’ financial goals and provide comprehensive advice and planning to help them achieve objectives such as retirement, wealth building, estate strategies, and education funding.
On-site · Mississauga
Oversee insurance-related business activities and conduct first-line compliance monitoring, risk assessments, and regulatory supervision across the firm. Advise branches and advisors, address and escalate compliance concerns, collaborate with business and risk partners to strengthen controls, and mentor colleagues.
On-site · Mississauga
Lead the end-to-end delivery of complex, cross-functional strategic initiatives, overseeing planning, technology and process design, budgets, resources, governance, risk, testing, and operational readiness. Align senior stakeholders and delivery teams, ensure regulatory and operational requirements are met, and drive measurable business outcomes and continuous improvement across Canada Operations.
Hybrid · Mississauga
Provide remote support to multiple financial advisors by responding to calls and correspondence, resolving client and branch inquiries, and assisting with appointments, account openings, transfers, and trades. Help advisors manage schedules and business-building activities, deliver consistent client service, follow firm and regulatory procedures, and contribute to team improvements and initiatives.
On-site · Salmon Arm
Develop and grow an independent financial advisory practice, building long-term client relationships and helping clients pursue goals such as retirement, wealth building, estate planning, and education funding. Lead the branch team, understand clients’ needs, and provide comprehensive advice while meeting regulatory responsibilities.
On-site · Nelson
Develop and grow a financial advisory practice, lead the branch team, and build long-term client relationships. Understand clients’ financial goals and provide comprehensive advice and planning to help them achieve those goals.
On-site · Castlegar
Develop and grow an independent financial advisory practice, partnering with clients to understand their goals and provide advice on retirement, wealth building, estate strategies, and education funding. Lead the branch team, build long-term client relationships, and meet regulatory responsibilities while serving clients’ best interests.
On-site · Mississauga
Partner with the Financial Advisor to serve existing and newly created clients, including gathering account and suitability information, reviewing portfolio performance and investments, and recommending actions to the advisor. Execute advisor-directed buy and sell orders, communicate agreed recommendations to clients, conduct proactive account reviews, and answer general questions about stock recommendations and withdrawals.
On-site · Airdrie
Provide administrative and client-service support to financial advisors, including responding to client inquiries, maintaining relationships, managing account requests and records, and preparing for client meetings. Support branch business planning and marketing activities, streamline processes, and help deliver a positive client experience.
On-site · Penticton
Deliver excellent client service and foster client loyalty by anticipating needs, resolving questions and problems, and supporting clients throughout their branch experience. Identify potential opportunities for clients, prepare Financial Advisors for client discussions, support online access and contact plans, and perform branch office administration.
On-site · Revelstoke
Support the Financial Advisor in serving existing and new clients by gathering account and suitability information, researching portfolio performance and investments, and recommending actions to the advisor. Execute advisor-directed buy and sell orders, communicate with clients as authorized, conduct account reviews, and answer general questions about stock recommendations and withdrawals.
On-site · Mississauga
Guide experienced financial advisors and their teams through their transition to Edward Jones, from offer acceptance through the first four months, providing personalized onboarding, coaching, and operational support. Coordinate with field leadership, home office departments, and support teams to facilitate client and asset transfers, account onboarding, adoption of firm systems and processes, and effective business practices.
Hybrid · Mississauga
The role involves co-creating and delivering training strategies to enable practice teams in wealth management and financial planning. You will lead transformational enterprise initiatives and serve as a subject matter expert to improve operational efficiencies.
On-site · Mississauga
The role involves processing cheque deposits, wire transfers, and mail while ensuring compliance with regulations and policies. The specialist also serves as a subject matter expert to resolve escalated issues and identify process improvement opportunities.
