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
Flexible Work Options: Hybrid, Remote
Flexible Work Options: Hybrid, Remote
The Design Strategy and Delivery team is seeking a Test and Learn Strategist and design practitioner to lead cross-functional teams in the discovery, design, development, and delivery of amazing solutions for complex problems in strategic planning, process improvement, product design, and service delivery. You will become a core part of the Design organization and work with talented teammates to define and test various concepts and experiences.
Our ideal candidate is full of business design ideas, creative thinking, and strategic thinking who can conceptualize and implement quickly, independently or collaboratively. Believes in working through the problem through investigation and iteration.
They can demonstrate strong design and user experience sensibilities with an uncanny level of curiosity; keep up with the evolving landscape of available tools, technologies and resources as well as maintaining a positive energetic approach to the practice of design to solve complex problems with simple, engaging, and elegant solutions.
What you’ll do…
- Autonomously lead multidisciplinary teams of associates and leaders through design, development and delivery of exceptional experiences in enterprise and divisional efforts, with a focus on short-term field facing experiments for operational success.
- Support work teams to achieve clear problem statement definition, define big ideas and capabilities, and test ideas through test and learn methodologies to understand impact and return on investment.
- Effectively communicate in verbal and written venues to senior level leaders to present strategic opportunities, align to firm strategy/goals/objectives, define business cases, and develop strategic roadmaps that clearly articulate the journey toward ideal branch and client experiences.
- Negotiate business outcomes with other design leaders and business stakeholders to deliver on test and learn outcomes and opportunities.
- Quickly build trusting relationships, and provide guidance and feedback to colleagues and peers in pursuit of continuous improvement.
- Demonstrate agility in ambiguous and complex circumstances to achieve the desired outcome.
- Exercises strong critical thinking and sound judgment while independently making decisions within division level or department level projects. In doing so, the lead:
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- Evaluates a range of potential capabilities including change management, experience design and research, data analytics, test and learn, and project/program management to achieve the project’s desired outcomes.
- Gathers and evaluates necessary perspective to independently make decisions.
- Investigates and resolves escalations with varying and high degrees of complexity and impact.
- Identifies and mitigates risks associated with designed experiences delivering on user needs and business outcomes.
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- Identify major detailed project tasks, resources, and coordinate the efforts of internal and external parties necessary to see successful project completion including external consulting firms or partnerships.
- Identify internal subject matter experts, business owners, and those skilled in multiple business process disciplines necessary to achieve desired outcomes.
- Actively advocate the principles of process improvement, human-centered design, data analysis, and change management to a wide variety of audiences to gain the buy-in and understanding needed to drive transformational change.
Core Skillsets required:
Test and Learn Planning
- Demonstrated ability to plan and deploy various tests and experiments to accelerate and measure the impact of potential concepts and experiences.
- Identify value-add test and learn opportunities to drive execution and delivery of portfolio or firm level objectives.
- Demonstrated ability to identify and mitigate barriers for test execution.
Measurement and Analytics
- A passion for a data driven understanding of customer behavior, uncovering opportunities for action, and knowledge of analytical approaches is critical.
- Demonstrated ability to develop and communicate a measurement plan to determine success of various tests, designs, etc.. that help inform business decisions.
Coaching and Enablement:
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- Demonstrated ability to coach and enable other associates, especially in the test and learn specialization, to continually grow expertise and foster a culture of learning, insights, and testing.
- Advocate for a culture of testing and in-field experimentation aligned to key measures and outcomes.
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Skills/Requirements
What you’ll need…
- Bachelor’s degree required in a field of Design, Science, or Engineering or equivalent discipline
- e.g. Human Computer Interaction, Human Factors, Instructional Design, Computer Science, Digital or Interactive Media, Communications, Behavioral Science, Psychology, Anthropology
- Master’s or advanced degree preferred.
- Financial services experience highly preferred.
- 5+ years of progressive design experience, test and learn experience, or applicable work experience.
- Expertise with design tools and methodologies, test and learn methods and approaches, and systems thinking.
- Knowledge of and experimentation with emerging design trends and technologies.
- Demonstrated verbal and written communication skills, building relationships at all levels of the organization, and effectively tailoring messaging and approach to multiple audiences.
- Experience in Devops Methodologies (Agile, Waterfall, etc.) strongly preferred.
- Some travel required.
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
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
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.
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.
// BOA Category //
Edward Jones Managing Partner
Our branch teams – including our BOAs – play a critical role in getting to know and truly understand each client.
Penny Pennington
Managing Partner
// HQ Generic Category //
Career Progression
Meet Roger Ramchatesingh
Opportunities to stretch your skills and build the career you imagine abound in our home-office divisions. Start anywhere and go anywhere. Many of our home-office associates start in one division and move to another. We encourage it, and we expect our leaders to help identify opportunities for your growth — and support your success with mentoring, coaching and training along the way.
2020
Director, Performance and Coaching
2018
Director, High Net Worth Client Consultation
2017
Campaign Chair, Edward Jones (Canada) United Way
2016
Director, Solutions
2014
Director, Fee-based Programs
Department Leader, Managed Portfolios
2010
Team Leader, Managed Portfolios
2007
Team Leader, Equity Investments
2006
Team Leader, Banking Services
2001
Market Segment Specialist
// EFA Category //
Career Progression
Meet Mark Hartman
Combine your experience with our unique branch-team business model and unmatched support, and you’re positioned to grow your practice to your full potential. You’ll have the support of a branch office support professional, a true business partner dedicated to your success. Industry-leading technology and tools. And opportunities to lead, in your branch, your region and your community. Your practice, and your career, are yours to build.
2012
Became a General Partner
2009
Became a Regional Leader
Became a Performance Leader
2007
Leader, Growth Team
2004
Secondary Leader, Growth Team
2003
Technology Advisor
New FA Support Specialist
Vice Chairman and Board Member, South Huron Police Services Board
2002
Joined Edward Jones from Bank of Nova Scotia (BNS)
Jodi Nastor
Combine your experience with our unique branch-team business model and unmatched support, and you’re positioned to grow your practice to your full potential. You’ll have the support of a branch office support professional, a true business partner dedicated to your success. Industry-leading technology and tools. And opportunities to lead, in your branch, your region and your community. Your practice, and your career, are yours to build.
2020
Secondary Recruitment Leader
President, Sault Ste Marie Kiwanis Club
2019
Leader, Financial Advisors Level New – 2
Visiting Veteran, New Advisor Training
2017
Obtained Fellowship of CSI designation (FCSI®)
Inclusion and Diversity Leader for the Region (2014 – 2020)
2016
Became a Financial Advisor with Edward Jones
Meet Yong Kim
Combine your experience with our unique branch-team business model and unmatched support, and you’re positioned to grow your practice to your full potential. You’ll have the support of a branch office support professional, a true business partner dedicated to your success. Industry-leading technology and tools. And opportunities to lead, in your branch, your region and your community. Your practice, and your career, are yours to build.
2013
Board Member, Home Suite Hope in Oakville (2013 – 2016)
2011
Returned to the Financial Advisor role in Oakville
Obtained Financial Management Advisor (FMA®) Designation
2010
Elder Board Member, New Hope Fellowship
2007
Leader, Financial Advisor Recruiting
2002
Leader, Financial Advisor Training
2001
Obtained Fellowship of the Canadian Securities Institute Designation (FCSI®)
1999
Became a Limited Partner
Obtained Canadian Investment Manager (CIM®) Designation
- Now known as Chartered Investment Manager (CIM®)
Leader, Financial Advisor Development
1996
Became a Financial Advisor with Edward Jones
Meet David Wiebe
Combine your experience with our unique branch-team business model and unmatched support, and you’re positioned to grow your practice to your full potential. You’ll have the support of a branch office support professional, a true business partner dedicated to your success. Industry-leading technology and tools. And opportunities to lead, in your branch, your region and your community. Your practice, and your career, are yours to build.
2018
Became a Performance Leader
Leader, Financial Advisors Levels 3 and 4
2016
Became a Limited Partner
2015
Field Training Leader (2015 – 2018)
2014
Board Member, Oakland – Wawanesa Community Hall (2014 – 2018)
2011
Region Field Technology Advisor (2011 – 2016)
2004
Board Member, Oakland – Wawanesa Lions Club (2004 – 2010)
2002
Board Member, Oakland – Wawanesa Community Development Corporation (2002 – 2006)
Board Member, The Westman Canadian Diabetes Association (2002 – 2004)
2001
Became a Financial Advisor with Edward Jones
Meet Josh Bowden
Combine your experience with our unique branch-team business model and unmatched support, and you’re positioned to grow your practice to your full potential. You’ll have the support of a branch office support professional, a true business partner dedicated to your success. Industry-leading technology and tools. And opportunities to lead, in your branch, your region and your community. Your practice, and your career, are yours to build.
2020
Field Training Leader
Board Member and Director of Coaching, Sault Youth Soccer Club
2018
Secondary Leader, Growth Team (2018 – 2019)
Trainer, Field Training
Contributor, Social Media Pilots (2018 – 2019)
Co-convener, The Rotary Car show
2017
Host/MC, Fall Regional Meetings
2016
Became a Financial Advisor with Edward Jones
2013
Rotarian
// NFA Category //
Career Progression
Meet Annie Marier
You’ll be running your own business with the support of our vast resources. This combination of autonomy and opportunity puts you in the driver’s seat. As you lead your branch, you’ll be presented with opportunities to lead in your region and across the firm. You’ll learn from veterans in the field. As you grow in experience, you can pay it forward by mentoring new financial advisors. Your career path is marked by opportunities to step up, step out of your comfort zone, and take the next step on the path to your future.
2019
Received 15 Year Service Award
2018
Became a Recruiting Leader
2016
Client Service Leader (2016 – 2018)
2015
Leader, Financial Advisors Level New-2 (2015 – 2016)
2014
Became a Financial Advisor
2004
Branch Office Administrator
Meet Erin Roy
You’ll be running your own business with the support of our vast resources. This combination of autonomy and opportunity puts you in the driver’s seat. As you lead your branch, you’ll be presented with opportunities to lead in your region and across the firm. You’ll learn from veterans in the field. As you grow in experience, you can pay it forward by mentoring new financial advisors. Your career path is marked by opportunities to step up, step out of your comfort zone, and take the next step on the path to your future.
2018
Became a General Partner
2017
Board Member, Rural Response for Healthy Children
2016
Became a Regional Leader
2014
Board Member, Brescia University Foundation Board
2013
Chairperson, YMCA Scholarship Awards
2011
Board Member, Bayfield Town Hall Board of Directors (2011 – 2014)
2009
Board Member, Blyth Festival Theatre Board (2009 – 2013)
2002
Obtained Certified Financial Planner Certification™
1999
Became a Limited Partner
1998
Became a Financial Advisor
1996
Academic Training Leader
Meet Nathan Osterhout
You’ll be running your own business with the support of our vast resources. This combination of autonomy and opportunity puts you in the driver’s seat. As you lead your branch, you’ll be presented with opportunities to lead in your region and across the firm. You’ll learn from veterans in the field. As you grow in experience, you can pay it forward by mentoring new financial advisors. Your career path is marked by opportunities to step up, step out of your comfort zone, and take the next step on the path to your future.
2020
Became a Regional Leader
2018
Area Experienced Financial Advisor Leader
Mentor, Financial Advisor Trainees
2017
Completed the Advanced Leadership Development Course
2014
Leader, Financial Advisors Level 5 to 10 (2014 – 2017)
Performance Leader (2014 – 2017)
2012
Field Trainer (2012 – 2020)
Leader, Leadership Development Program
2011
Became a Limited Partner
2010
Recruiting Leader (2010 – 2014)
2008
Secondary Recruiting Leader (2008 – 2010)
2007
Obtained Certified Financial Planner Certification™
Regional Technology Advisor (2007 – 2010)
2004
Became a Financial Advisor
// BOA Category //
Career Progression
Meet Leslie Merkley
Our branch office support professionals come to us with experience in sales, marketing, customer service — even finance. No matter where you’ve been, we’ll provide you the training and opportunities to take you where you want to go. As part of the branch team you will partner with your financial advisor, and be empowered to make decisions. As your confidence grows so too will opportunities to lead in your branch, your region and your community. Helping clients achieve their goals as you achieve yours.
2020
Senior Branch Office Administrator Supporting a Regional Leader Branch
2019
Regional Recruiting Team Advocate
2015
Senior Branch Office Administrator
2004
Mentor, Branch Office Administrator
Branch Office Administrator Meeting Coordinator
1999
Branch Office Administrator
Meet Sandy Begbie
Our branch office support professionals come to us with experience in sales, marketing, customer service — even finance. No matter where you’ve been, we’ll provide you the training and opportunities to take you where you want to go. As part of the branch team you will partner with your financial advisor, and be empowered to make decisions. As your confidence grows so too will opportunities to lead in your branch, your region and your community. Helping clients achieve their goals as you achieve yours.
2016
Senior Branch Office Administrator Regional Leader
2008
Branch Office Administrator Regional Leader
2007
Branch Office Administrator Trainee
On Call Branch Office Administrator
Meet Elaine Keating
Our branch office support professionals come to us with experience in sales, marketing, customer service — even finance. No matter where you’ve been, we’ll provide you the training and opportunities to take you where you want to go. As part of the branch team you will partner with your financial advisor, and be empowered to make decisions. As your confidence grows so too will opportunities to lead in your branch, your region and your community. Helping clients achieve their goals as you achieve yours.
2019
Became a Financial Advisor
2018
Financial Advisor Intern/Trainee
2014
Branch Office Administrator
2013
Branch Office Administrator Trainee
It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.
Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
Associate Testimonial
We’re a Fortune 500 company but the associates experience is that of a family owned business – caring and always focusing on people first.
Magdalena Rybka
HR Business Partner, Mississauga, Ontario
The magnitude and depth of support for financial advisors often goes unnoticed because you only experience it when you visit our home office locations.
Edouard Saidah
Financial Advisor, Vaudreuil-Dorion, QC
This is a firm that wants you to be successful and will support you in attaining that success. The rest is up to you!
Joshua Bowden
Financial Advisor, Sault Ste. Marie, ON
In 2004, I was a single parent supporting three young girls. I worked for a not-for-profit organization, and my income was not enough to support a family…Initially, I joined the firm to increase my income, or at least have some control over it. Although I worked very hard to build my business, I had the freedom to control my schedule and my income.
Paige Barnes
Financial Advisor, Saskatoon, SK
I am a valued member of our team, as the Financial Advisor and I work together to help our clients achieve their goals.
Leslie Merkley
Senior Branch Office Administrator – Kitchener, Ontario
Working at Edward Jones is extremely rewarding. I love the fact that at Edward Jones, the client always comes first.
Minnat Ahmed
Senior Branch Office Administrator – Toronto, Ontario
It is so rewarding to know that we help our clients everyday achieve their goals by understanding what is important to them and WHY it is important.
Tristen Chew
Branch Office Administrator – Etobicoke, Ontario
The support we receive at Edward Jones is second to none. From Home office, the Regional Leader, other offices and to the other BOA’s, there is always someone to guide you, help you, encourage and listen to you.
Lesley Merkley
Senior Branch Office Administrator – Kitchener, Ontario
Here at Edward Jones, we have an outstanding benefits package, I have had opportunities for branch and firm bonuses, and fun challenge awards we can earn each trimester. I love knowing there are opportunities for growth for me with this firm.
Mandy Chong
Senior Branch Office Administrator – Mississauga, Ontario
Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
// HQ Generic Category //
Associate Testimonial
I feel privileged to be a part of a firm that sets a high ethical standard for our industry, by staying true to its core values rooted in client centricity.
Koichi Miyamoto
Team Leader, Performance & In-Field Support | Mississauga, Ontario
I came for my first full time job as a stepping stone on my way back to school. I stayed for the people, the fulfilling career, and the opportunity to help people fulfill their goals too.
Megan Brady
Operations – Support & Control | Team Leader – Mississauga, Ontario
Edward Jones has consistently given me the opportunity to improve my skillset through on the job training and by encouraging an effort at continuing education. As my first job out of university Edward Jones has played an enormous role in my growth from an operations associate to a Sr. Project Coordinator
Corrie Divitt
Sr. Project Coordinator, Solutions-Tools Canada | Client Solutions Group – Mississauga, ON, Canada
Throughout my career Edward Jones has consistently given me the opportunity to develop my abilities and increase my contribution. It’s a place to learn and grow as a person and as a professional. A key part of the culture that I value is to coach and mentor others so that we all get better together.
Justine Reed
Principal, Canada Solutions
When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
Edward Jones Due Diligence Events
How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
Associate Testimonial
I was a high school teacher. When I decided I wanted to make a career change at 36, I looked at all of the skills I brought to the table – planning, problem solving and, most importantly, building relationships. Financial advisor was one of the future in-demand professions, and when I looked at what it took to be a good advisor, it matched my list of strengths.
Andrea Andersen
Financial advisor, Calgary, Alberta
Upcoming Events
Upcoming Events
Upcoming Events
Upcoming Events
St. Louis, Tempe or Even Your Home.
Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.
Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
Webinars
Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Explore Our Webinars
Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
Awards & Recognition
5 Star Brokerage Award, 2023
For the 21st consecutive year, Edward Jones has been named on the 2022 Kincentric List of Best Employers in Canada, published in the Financial Post.
J.D. Power, 2023
Edward Jones Canada has been named the Highest in Investor Satisfaction with Full-Service Wealth Management Firms in the J.D. Power 2023 Canada Full-Service Investor Satisfaction Study.
Best Employer, 2022
For the 21st consecutive year, Edward Jones has been named on the 2022 Kincentric List of Best Employers in Canada, published in the Financial Post.
Other Job Opportunities
*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.
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