Your passion. Our purpose. This could be powerful.
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
As a Canada-U.S. cross border subject matter expert and a champion of a human-centered approach to wealth management on the Client Consultation Group, you will develop tailored, goals-based wealth planning considerations using a multi-disciplinary team approach for complex High Net Worth client situations. You bring experience in both Canadian and U.S. tax laws with the ability to help clients navigate various considerations and planning opportunities. You also potentially have knowledge in one or more of the following areas - advanced financial planning, insurance planning, business ownership, advanced tax planning, succession planning, or estate planning.
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You will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e. protection, legal , tax and other advisors), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.
You will work in collaboration with other experts on division-wide objectives, projects and initiatives, and training designed to enhance capability to better serve branch teams and clients with complex needs. You are comfortable with public speaking, client presentations and writing articles within your area of expertise. You are dedicated to continuous growth, creating impact, and creating a place of belonging. You will have responsibility for knowledge about and interpretation of rules and potential or upcoming regulatory/legislative changes in relevant area(s) of your specific subject matter expertise.
If you prefer an in-office work experience, you will need to be in the GTA.
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: $113000
Hiring Maximum: $192400
Read More About Job Overview
Skills/Requirements
Required:
- Bachelors degree preferably in Business, Finance or Accounting
- Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec) considered an asset or willing to begin within 24 months
- Other courses such as In-Depth Tax Course would be considered a plus for this position
- U.S. CPA credential would be considered a plus for this position
- Advanced degree such as CPA required for this role
Desired:
- Life insurance knowledge would be an asset
- Advanced tax planning would be an asset
- Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning
- Strong presentation and communication skills especially including the ability to present complex financial strategies in a professional manner that is easily understood
- Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.
- Proficiency with Microsoft Office, virtual meeting and financial planning software tools.
- The ability to work well within a team environment.
Years of Relevant Experience:
- a minimum of 8+ years industry experience
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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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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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 9 million clients and 20,000 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.
¹Fortune 500, published June 2024, data as of December 2023. 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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