Leader - Protection Planning and Support

4 weeks ago

Mississauga, Canada Edward Jones Full time
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.
As a contributing leader, you are passionate about creating a place of belonging on your team. Your sense of purpose strongly aligns with developing associates to achieve their goals as well as the Firm goals. You bring together smart, dedicated colleagues to creatively collaborate and deliver extraordinary client service.

You are also a subject matter expert and a champion of protection planning as an integral part of comprehensive planning and advice and complete wealth management. As a member of the Protection Planning and Support Centre of Excellence, you will support development of the protection strategy and eventual adoption of recommended strategies to ultimately promote the insurance business at the firm.

You have experience in delivering protection planning as part of a holistic approach by collaborating with other internal subject matter experts and the client's external professional advisors (i.e. tax, legal and other advisors), you understand planning tools available in order to assist clients with their complex planning needs in order to achieve and protect 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 protection needs. Contribute to continuous growth, creating impact, and creating a place of belonging.
Required:
  • Bachelor's degree preferably in Business, Finance or Accounting
  • Insurance License
  • CLU
  • Minimum of 8+ years' experience in protection planning and a proven track record in team or project leadership
  • Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec) considered an asset or willing to begin within 12 months
  • Advanced degree an asset

Desired:
  • Professional designations such as CFA, CPA, LLP, JD, TEP would be an asset
  • Estate and/or tax courses
  • 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 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 and collaborate with various stakeholders.


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 JonesEdward 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.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: #J-18808-Ljbffr

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