Wealth Management Enablement and Activation Leader

3 weeks ago


Mississauga, Canada Edward Jones Full time

**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

At Edward Jones we are evolving toward offering more comprehensive advice and planning to our ideal and prospective ideal clients. With this move we are expanding our advice and planning offerings. The leader of the adoption team will guide stakeholders along this transformation from current state to full financial planning. This involves developing the strategy and tactics required to bring stakeholders along this growth journey as we expand our wealth management tools and resources to enable our field to provide an enhanced and expanded client experience (including, but not limited to financial planning, products and solutions, fee-based programs, banking solutions, insurance, Conquest, etc.).

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.

**Hiring Minimum**: $110629
**Hiring Maximum**: $188369

Read More About Job Overview

**Skills/Requirements**
- Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
- CFP required
- LLQP required
- 6 or more years of significant industry experience; leadership experience preferred
- Technical knowledge of tools and capabilities (Conquest, CAP, etc)
- Industry knowledge including financial planning and wealth management acumen
- Broad knowledge of behavioral finance
- Ability to navigate working across teams and functions
- Must have strong critical thinking, problem-solving, and decision making and collaboration skills.
- Must be able to provide guidance and direction and demonstrate an ability to influence key decisions.
- Ability to interpret and convey complex issues and solutions in a persuasive and informative manner.

Read More About Skills/Requirements

**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

Read More About Awards & Accolades

**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 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.

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.

LI-HO



  • Mississauga, Canada Assante Wealth Management Full time

    Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...


  • Mississauga, Canada Assante Wealth Management Full time

    Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

  • Branch Administrator

    3 months ago


    Mississauga, Canada Assante Wealth Management Full time

    Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...


  • Mississauga, Canada Scotiabank Full time

    Requisition ID: 182842 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Mississauga, Canada NPY Wealth Management Full time

    **Licensed Advisor Assistant** **Responsibilities**: - Working directly with an IIROC Advisor where the focus is on client relationships and building a sustainable wealth management business. - Assist with servicing existing clients. - Deal directly with all clients, provide quotes and execute trading orders. - Process and follow-up on client documentation...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose of helping customers and their communities achieve success. With a commitment to diversity and inclusion, the bank provides a performance-oriented culture that fosters growth and development.Job DescriptionIn this role as an Administrative Associate, you will contribute to...


  • Mississauga, Ontario, Canada WMP - Wealth Management & Protection Full time

    Job Description for Office Manager and Administrative SupervisorWe are seeking a highly skilled Office Manager and Administrative Supervisor to join our team at WMP - Wealth Management & Protection.About the RoleThe successful candidate will be responsible for managing daily operations, evaluating performance, planning budgets, establishing policies, and...


  • Mississauga, Canada GP Wealth Management Full time

    **The Role** GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. **Responsibilities** - Assist financial advisor with daily activities, including...


  • Mississauga, Canada AstraZeneca Full time

    Are you ready to take on a leadership role that will shape the future of Talent Acquisition at AstraZeneca? Reporting to the Vice President Talent Acquisition, the **Global Talent Acquisition Leader, Enabling** is responsible for delivering a world-class integrated talent acquisition strategy to attract, hire and onboard the best talent for our growth...


  • Mississauga, Ontario, Canada National Bank Full time

    Transform Your Career in Wealth ManagementWe are seeking an experienced Senior Wealth Associate to join our team at National Bank, a leading institution in Canada's financial services industry.About the Role:This is a senior-level position that requires exceptional leadership and advisory skills to manage client relationships and drive business growth.You...


  • Mississauga, Ontario, Canada WMP - Wealth Management & Protection Full time

    About WMP - Wealth Management & ProtectionWe are a reputable organization in the field of wealth management and protection, dedicated to providing top-notch services to our clients. Our team is comprised of experienced professionals who strive to deliver exceptional results.Job OpportunityWe are currently seeking an Administrative Assistant to join our team....


  • Mississauga, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Location: Toronto, ON The opportunity CWB Wealth Management...


  • Mississauga, Ontario, Canada Sharma Wealth Full time

    Sharma Wealth is seeking a seasoned Senior Operations Manager to oversee the day-to-day activities of our team. As a key member of our leadership, you will be responsible for managing a team of customer service representatives and ensuring the smooth operation of our business.About the RoleThe Senior Operations Manager will be responsible for:Authorizing...

  • Portfolio Manager

    6 months ago


    Mississauga, Canada MD Financial Management Full time

    Requisition ID: 184567 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...

  • Account Manager

    6 months ago


    Mississauga, Canada Kenna Full time

    Overview . Responsibilities What you'll be doing as our new Account Manager (Customer Solutions & Enablement): You will be leveraging your prior experience and skills to collaborate with a cross-functional team to help clients meet business and program objectives by successful delivery of integrated, customized campaigns. You will be...


  • Mississauga, Ontario, Canada Element Fleet Management Full time

    Lead the Transformation of Order Processing at Element Fleet ManagementAt Element Fleet Management, we're redefining the fleet management industry to be people-first. Our Acquisitions team is crucial to this mission, and we're seeking a talented Director, Order Processing Leader to drive the evolution of our order processing and fulfillment function. This is...


  • Mississauga, Ontario, Canada WMP - Wealth Management & Protection Full time

    At WMP - Wealth Management & Protection, we are seeking a highly skilled and organized Strategic Office Administrator to join our team. The ideal candidate will have a strong background in administrative tasks, excellent communication skills, and the ability to work effectively in a fast-paced environment.Job DescriptionThe successful candidate will be...


  • Mississauga, Canada RBC Full time

    b>RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Mississauga is looking for a resourceful, efficient and...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' The organization helps its customers achieve success through a range of advice, products, and services. This includes personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.Job Overview:We are seeking an...


  • Mississauga, Ontario, Canada TXT Management Full time

    Job Title: Production Team LeaderWe are seeking an experienced Production Team Leader to join our team at TXT Management.About the Role:The successful candidate will have a proven track record of managing production teams and have experience in display, trade shows, merchandising, or the arts.Key Responsibilities:Recruit, manage, and oversee the scheduling...