Associate Analyst - Financial Planning

Edward Jones; Mississauga; On-site; CAD 70,000 - 90,000; Full time

Job summary

Edward Jones Canada is seeking an Associate Analyst within the Canada Financial Planning team to support development, maintenance, and delivery of financial planning guidance for our Canadian clients. You will partner with Senior Analysts and stakeholders to ensure standards, processes, tools, and client experiences remain relevant and effective.

The role emphasizes collaborating with Learning, Experience, Brand Marketing, and other teams to translate guidance into actionable planning practices.

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 3-5 years of relevant experience in financial planning, wealth management, financial services, or a related field.
• Knowledge of one or more financial planning disciplines, including retirement planning, estate planning, tax planning, risk management, asset management, business planning, or financial planning tools.
• Demonstrated ability to research, analyze, and synthesize information into actionable recommendations and guidance.
• Strong written and verbal communication skills, including the ability to present information to a variety of audiences.
• Ability to build collaborative relationships and work effectively across matrixed teams and stakeholder groups.
• Strong problem-solving, planning, organization, and systems-thinking capabilities.

Responsibilities

• Support the research, analysis, and development of financial planning advice and guidance that helps branch teams serve clients effectively and consistently.
• Translate Advice & Guidance (A&G) into planning standards, practices, processes, and client experiences, partnering with teams across Financial Planning, Learning, Experience, Brand Marketing, and other areas.
• Gather, analyze, and communicate data and insights to support decision‑making and governance committees.
• Maintain and update planning and A&G content, including strategy reports, white papers, seminars, articles, website materials, and social media resources.
• Develop materials and support presentations on financial planning and A&G topics for branch teams, learning programs, field events, acquisition events, and client‑facing opportunities.
• Serve as a supporting subject matter expert for stakeholders, including Learning, Service, Practice Team Management—helping ensure the integrity and consistent application of financial planning guidance.
• Collaborate throughout the project lifecycle on planning‑related initiatives, from design through implementation, while working with partners across Service, Field Supervision, Compliance, Legal, Operations, and other business areas.
• Monitor industry trends, competitive activity, and regulatory developments, assessing their impact on planning strategies, messaging, and client guidance.
• Contribute to continuous improvement efforts by identifying opportunities to enhance planning resources, processes, and advisor experiences.
• Build strong relationships across the organization and support knowledge sharing and development within the Financial Planning team.

Skills

Analytical thinking

Communication

Cross-functional collaboration

Problem solving

Financial planning

Education

Bachelor's degree or equivalent

Tools

Conquest

My Priorities

Financial Influence Circle

Fact Finder

Portfolio Builder

Proposal Tool

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Are you passionate about financial planning and helping advisors deliver meaningful guidance to clients? Do you enjoy turning complex financial planning concepts into practical tools, resources, and experiences that drive adoption and client outcomes? Are you excited by the opportunity to partner across teams to continuously improve planning advice and guidance? If so, this may be the opportunity for you.

The Canada Financial Planning team is seeking an Associate Analyst to support the development, maintenance, and delivery of financial planning advice and guidance for our Canadian business. As a key member of the team, you will partner with Senior Analysts and stakeholders across the firm to ensure our planning standards, processes, tools, and client experiences remain relevant, effective, and aligned with industry trends and regulatory expectations.

What You’ll Do:

• Support the research, analysis, and development of financial planning advice and guidance that helps branch teams serve clients effectively and consistently.
• Translate Advice & Guidance (A&G) into planning standards, practices, processes, and client experiences, partnering with teams across Financial Planning, Learning, Experience, Brand Marketing, and other areas.
• Gather, analyze, and communicate data and insights to support decision‑making and governance committees.
• Maintain and update planning and A&G content, including strategy reports, white papers, seminars, articles,website materials, and social media resources.
• Develop materials and support presentations on financial planning and A&G topics for branch teams, learning programs, field events, acquisition events, and client‑facing opportunities.
• Serve as a supporting subject matter expert for stakeholders, including Learning, Service, Practice Team Managementhelping ensure the integrity and consistent application of financial planning guidance.
• Collaborate throughout the project lifecycle on planning‑related initiatives, from design through implementation, while working with partners across Service, Field Supervision, Compliance, Legal, Operations, and other business areas.
• Monitor industry trends, competitive activity, and regulatory developments, assessing their impact on planning strategies, messaging, and client guidance.
• Contribute to continuous improvement efforts by identifying opportunities to enhance planning resources, processes, and advisor experiences.
• Build strong relationships across the organization and support knowledge sharing and development within the Financial Planning team.

What You'll Have an Immediate Impact On

• Enhancing the quality and consistency of financial planning advice and guidance available to Canadian branch teams.
• Supporting the adoption of planning tools, processes, and client experiences across the field.
• Helping ensure planning guidance remains relevant amid evolving client needs, industry trends, and regulatory requirements.
• Improving collaboration across business functions to strengthen planning outcomes and advisor support.

What Experience You Need:

• Bachelor's degree or equivalent relevant experience.
• 3-5 years of relevant experience in financial planning, wealth management, financial services, or a related field.
• Knowledge of one or more financial planning disciplines, including retirement planning, estate planning, tax planning, risk management, asset management, business planning, or financial planning tools.
• Demonstrated ability to research, analyze, and synthesize information into actionable recommendations and guidance.
• Strong written and verbal communication skills, including the ability to present information to a variety of audiences.
• Ability to build collaborative relationships and work effectively across matrixed teams and stakeholder groups.
• Strong problem‑solving, planning, organization, and systems‑thinking capabilities.

What Could Set You Apart

• CFP® (Certified Financial Planner) designation or progress toward obtaining the designation.
• Experience developing or maintaining financial planning methodologies, standards, or advisor‑facing resources.
• Familiarity with planning tools such as Conquest, My Priorities, Financial Influence Circle, Fact Finder, Portfolio Builder, or Proposal Tool.
• Experience collaborating with cross‑functional teams including Learning, Marketing, Compliance, Operations, or Service organizations.
• Knowledge of the Canadian financial planning and regulatory environment.

This role is ideal for someone who combines financial planning expertise with strong analytical and relationship‑building skills and enjoys helping advisors deliver exceptional planning experiences to clients

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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.

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 (https://careers.edwardjones.com/compensation-and-values/) 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.