Advisor Transition Architect
3 days ago
Calgary AB, Calgary Census Division, AB; Alberta, Canada
Edward Jones
Full-time
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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. #J-18808-Ljbffr