Advisor Transition Architect – Onboarding & Growth

Edward Jones; Calgary; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

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.

Qualifications

• 5+ years in financial services, advisor support, or related fields.
• Experience supporting advisors, clients, or transitions preferred.
• Experience across multiple business functions and stakeholder groups.
• Experience consulting with financial advisors or leading advisor transitions preferred.
• Coaching or guiding professionals through organizational change preferred.

Responsibilities

• Deliver high-touch onboarding and transition for Experienced Financial Advisors joining Edward Jones Canada.
• Coordinate with field leadership, home office, and support teams.
• Guide advisor integration, client asset transfers, and account onboarding.
• Advise on business practices, client engagement, and operation workflows.

Skills

Financial services

Advisor support

Branch operations

Onboarding

Project management

Relationship management

Change leadership

Job description

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.