Leader - Wealth Guidance

Edward Jones; Mississauga; On-site; CAD 80,000 - 120,000; Full time

Job summary

Edward Jones is seeking a collaborative leader committed to fostering an inclusive environment in Mississauga, Canada. This role involves developing clients' wealth planning strategies and requires a minimum of 8 years of experience in financial planning.

The ideal candidate will possess a bachelor's degree in a relevant field, CFP designation, and strong analytical and communication skills. We value team spirit and a commitment to excellence.

Qualifications

• 8+ years' experience as a high-net-worth financial planner.
• Professional designations such as CFP or CPA preferred.
• Strong understanding of comprehensive financial planning.

Responsibilities

• Develop tailored, values-based wealth planning strategies.
• Collaborate with internal and external advisors.
• Contribute to division-wide initiatives and training.

Skills

Team leadership

Presentation skills

Analytical skills

Organization

Communication

Proficiency with Microsoft Office

Education

Bachelor's degree in Business, Finance or Accounting

Accredited financial planning designation (CFP, Pl.Fin-IQPF)

Professional designations such as CFA, CPA, LLP, JD, TEP, FEA

Advanced degree

Tools

Financial planning software

Virtual meeting tools

Microsoft Office

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

We are seeking a collaborative and purpose‑driven leader who is committed to fostering an inclusive environment where team members feel a strong sense of belonging. In this role, you will be passionate about developing associates, supporting their professional growth, and aligning individual success with the broader goals of the Firm. You will bring together high‑performing colleagues to collaborate creatively and deliver exceptional client experiences.

As a subject matter expert and advocate for client and family‑centric holistic wealth management, you will play a key role within the Client Consultation Group. You will partner with branch teams to design and deliver tailored, values‑and‑goals‑based wealth planning strategies for clients.

This role requires an integrated, holistic approach to wealth planning. You will collaborate closely with internal specialists as well as clients’ external advisors, including tax, legal, and other professionals—to address complex planning needs. Leveraging a full suite of planning tools and resources, you will help clients achieve their financial objectives with the ultimate goal of improving their sense of financial fulfillment.

In addition, you will contribute to division‑wide initiatives, projects, and training programs aimed at strengthening capabilities across the organization. Through your leadership and expertise, you will help drive continuous improvement, create meaningful impact, and cultivate a culture of collaboration and belonging.

Required

• Bachelor's degree preferably in Business, Finance or Accounting
• Accredited financial planning designation (CFP, Pl.Fin‑IQPF applicable for Quebec)
• Professional designations such as CFA, CPA, LLP, JD, TEP, FEA would be an asset
• Advanced degree an asset
• Additional coaching or facilitation courses considered an asset

Desired

• Life insurance license or knowledge an asset
• 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 including the ability to present complex financial strategies in a professional 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.
• Additional languages, especially French, considered an asset.

Years of Relevant Experience

• A minimum of 8+ years' experience as a high‑net‑worth financial planner and a proven track record in team or project leadership

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.