Analyst-client Needs, Can

1 week ago


Mississauga, Canada Edward Jones Full time

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
- Support Senior Strategist(s) and/or Senior Analysts by gathering data and conducting fundamental research and analysis in order to contribute to the identification of risks and opportunities and the development of guidance as it relates to investments and our primary client needs.
- Communicate advice and guidance in writing in support of Senior Strategist(s), both internally and externally.
- Deliver quality service to branch teams by responding to information requests from financial advisors and internal departments.
- Work with other analysts/strategists to support team and department objectives.
- Finance, Economics or Accounting Bachelor's degree and/or MBA preferred
- CFP designation or actively pursuing consistent with department policy. CFA may also be required (or actively pursuing consistent with department policy) depending on area of specialization. Additional designations relevant to area of responsibility strongly preferred (e.g. CFA, CPA, JD).
- IIROC Registered Representative license required or actively pursuing consistent with department policy.
- Solid knowledge of financial planning concepts.
- Solid knowledge of economic, statistical and investment concepts, and how these would potentially influence financial planning strategy.
- Strong written and verbal communication skills for preparing and presenting analysis to the Client Needs Research team, and other internal teams/departments, as well as responding to requests from FAs and various internal departments and committees.
- 5+ years' experience as an analyst in related field or related industry experience

**Functional knowledge**
- Solid knowledge of financial planning concepts, economic, statistical and investment concepts, and how these influence financial planning strategy.
- Ability to utilize various information sources including software tools and Excel to identify relevant information needed to make decisions.
- Ability to prepare reports and statistical data for use in the formulation of investment and client needs guidance and recommendations.
- Understanding of Edward Jones investment philosophy and firm business model
- Strong written and verbal communication skills for preparing and presenting analysis to the Client Needs Research team, and other internal teams/departments, as well as responding to requests from FAs and various internal departments and committees.
- Strong interpersonal skills are necessary to effectively share ideas and research.
- Effective in using various tools and resources to gather, organize and display financial information for evaluation or inclusion in reports and presentations
- Establish a knowledge of internal client facing tools regarding financial strategies such as (but not limited to) Retirement, Protection and Estate tools.
- Strong critical thinking skills necessary. Ability to assist in the solving of complex, non-routine problems. Requires extensive fact-finding.
- General understanding of connection between economic and financial trends and investment outcomes.
- Broad understanding of client needs and investment decisions that impact planning process for clients.

**Decision Making**:

- The decisions in this position are balanced between routine and non-routine with some complex problem solving to support the Senior Strategist(s).
- There is a high degree of fact-finding and analysis that is dependent upon multiple sources of information to make a decision. Analyst may be involved in and serve as a backup to some of the more complex decisions; however Senior Strategist(s) will review and take ultimate responsibility for the outcome.
- Most analysis performed by an Analyst is reviewed by a Senior Strategist(s) and/or leader, but there are times when the Analyst will communicate information directly to financial advisors and clients.

**Span of Influence**:

- Broad. The A&G influences and impacts all FAs and clients, depending on the topic in question, raising FA acumen and helping clients to achieve their financial goals.
- 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are regis



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