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
Flexible Work Options: Hybrid
Team Overview:
Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!
Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!
Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high net worth clients and we need your help launching this new offering and brand, Edward Jones Generations™. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We’re creating all-new market locations to help us better reach our clients and we’d love to have you join us here.
Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients need.
The Investment Consultation team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client’s wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client’s financial plan to portfolio strategy.
What You Will Do:
The Edward Jones Generations – Senior Portfolio Strategist is an investment specialist who brings the client’s financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the durable, client-facing team that works closely with the Financial Advisor, Senior and Associate Planners and other members of a diverse matrixed team to ensure a world class experience is delivered.
Key Responsibilities include:
- Independently and consistently provide the right level of support across the client journey based on the client’s needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
- Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.
- Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
- Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm’s evolution to deliver strong goals-based advice, financial planning, and asset management services.
- Manage significant branch team and client interactions directing resources to achieve the right results.
- Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team’s ability to deliver the personalization sought by current and prospective clients
- Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team
*This position is known internally as a Senior Investment Consultant
Skills/Requirements
What Experience You Need:
- Bachelor’s degree required
- Charted Financial Analyst (CFA) designation required
- FINRA Series 7 & 66 licenses required within 6 months of hire
- 6-10 years of experience in financial services or related field
- May involve travel for client visits 25% of the time
- Advanced technical aptitude, analytical, and critical skills.
- Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
- Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
- Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients.
What Could Set You Apart:
- Series 24 license
- Master’s degree
- Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
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 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.
// 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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