Advisor Transition Architect

3 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Edward Jones Full-time
Edward Jones Canada is seeking an EFA Transition Consultant to deliver a high-touch onboarding and transition experience for Experienced Financial Advisors joining the firm. You will work as a primary transition partner with advisors and teams from offer acceptance through the first four months to ensure a smooth transition. You will partner with field leadership, home office, and operational support to align client assets, processes, and Edward Jones systems with a growth-oriented practice.

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