Wealth Consultant II

Wealth Consultant II – Edward Jones Join to apply for the Wealth Consultant II role at Edward Jones. This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$82,140.00/yr – CA$139,860.00/yr Job Overview As a subject matter expert and a champion of client-centered comprehensive planning and advice and complete wealth management on the Client Consultation Group, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and their high-net-worth clients. They will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e., tax, legal and other advisors), utilizing all planning tools available to assist clients with their complex planning needs to achieve their goals. They will also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long‑term goals with the appropriate risk. The Wealth Consultant actively engages as a high‑performance team member, has a commitment to continuous growth, strong communication and collaboration skills. Responsibility Summary Develop solutions-based wealth planning strategies for high-net-worth clients with complex needs using a team approach. Personalize strategies to provide expert knowledge around issues affecting affluent clients, including investment vehicle planning, pension plans, holding companies, and charitable donations. Simplify complex strategies to assist branch teams and clients. Communicate with financial advisors and clients to gain understanding of client needs, help document client goals, articulate investment strategy and recommendations, identify expertise needed to help clients achieve their goal, and build relationships with clients and financial advisors. Contribute to division objectives, projects and initiatives in order to better serve branch teams and high-net-worth clients. Provide support to senior wealth strategists in preparation of client deliverables. Provide ongoing feedback, coaching, training and guidance to Edward Jones associates and share knowledge to help develop other associates. Serve as relationship manager for internal firm stakeholders. Benefits 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. Skills / Requirements Required Bachelors degree preferably in Business, Finance or Accounting. Accredited financial planning designation (CFP, Pl.Fin‑IQPF applicable for Quebec). CIRO licensed. Strong consideration given for CIM, CFA levels 1 or 2 or CFA. Desired Professional designations such as CPA, LLP, JD, TEP. Life insurance license. 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 the ability to present complex financial strategies in a 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. Years of relevant experience Minimum of 5–7 years experience as a high net worth financial planner. Seniority level Mid‑Senior level Employment type Full‑time Equal Opportunity Employer 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. #J-18808-Ljbffr