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Added 19 mins ago
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Account Executive, Enterprise (Restaurants)
Solink
Remote, Canada
- $240,000 to $300,000 CAD / year
- Full-time
- Remote
…cycles involving operations, IT, finance, legal, and executive leadership…
Added 48 mins ago
M
Group Finance Manager, Canada Enterprise Team
Microsoft
Toronto, ON
- Full-time
…Enterprise team. This is a great opportunity to become a trusted advisor to the ATU. In Microsoft's sales organization, the ATU (Account Team Unit) is the customer-facing account team that…
Added 48 mins ago
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BUSINESS ADVISOR, ARTIFICIAL INTELLIGENCE, Advisory Services - Calgary
BDC
Calgary, AB
- Full-time
The Advisor works with SMEs across industries to assess AI readiness, identify high‑impact use cases, define responsible AI strategies, and oversee the delivery of AI‑enabled advisory…
Added 1 hour ago
I
Client Solutions Lead
Insight
Montreal, QC
- Full-time
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 1 hour ago
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Conseiller(ère) principal(e) à la transformation
Hitachi
Varennes, QC · (HE)Office_QC, Varennes
- Full-time
As an HR Transformation Advisor, you will act as a catalyst between strategy, leaders and teams to coordinate initiatives related to workforce planning, skills development, organizational…
Added 1 hour ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $51.17 CAD / hour
- Internship
Build the next generation through mentorship and leadership (as assigned).
Added 1 hour ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
This is a hands-on senior technical leadership role combining software engineering, solution design, product configuration, APIs and integrations, data, deployment, troubleshooting,…
Added 1 hour ago
TC
Senior Category Management Specialist
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $76,620 to $107,268 CAD / year
- Full-time
Comprehensive training and development resources designed to help you learn, grow, and succeed.
Added 1 hour ago
SU
Corporate Security Officer (CSO) , Canada
Saab UK
Ottawa, ON
- Full-time
…serve as Saab Canada's principal security authority and trusted advisor to the Canadian leadership team while maintaining close collaboration and alignment with Saab's global security…
Added 2 hours ago
CC
Labor Relations Specialist
Carlson Construction Group
North Vancouver, BC
- $80,000 to $95,000 CAD / year
- Full-time
…labor-management relationships. You will serve as a trusted advisor to leaders across the organization while helping ensure compliance, consistency, and strong workforce…
Added 2 hours ago
Financial Advisor - Westgate Plaza, Saskatoon, SK
Scotiabank
Saskatoon, SK
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Toronto, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 2 hours ago
B
Senior Manager, Learning & Knowledge Management
BMO
Toronto, ON · YNG
- Full-time
This senior leadership role is responsible for ensuring employees and stakeholders have the knowledge, procedures, guidance, communications, and supporting resources required to understand…
Added 2 hours ago
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BUSINESS ADVISOR, OPERATIONAL EFFICIENCY (Automation) - Calgary
BDC
Calgary, AB
- Full-time
The position combines deep technical expertise, consulting experience, project leadership, business acumen, and strong client relationship skills. Responsibilities include project delivery,…
Added 2 hours ago
B
BUSINESS ADVISOR, CYBERSECURITY, ADVISORY SERVICES - Calgary
BDC
Calgary, AB
- Full-time
Opportunities for learning, training and development, and much more...
Added 2 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…Additionally, you will have the chance to support technician development during diagnosis and…
Added 2 hours ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, Canada
- Full-time
…including integrating platforms, enabling personalized customer and advisor experiences, managing marketing data, and supporting digital marketing operations. They provide architectural…
Added 2 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…including integrating platforms, enabling personalized customer and advisor experiences, managing marketing data, and supporting digital marketing operations. They provide architectural…
Added 2 hours ago
C
Senior Advisor, Product Line Management, Maintenance & Managed Services
Ciena
Canada
- Full-time
…guided by innovation, integrity, and collaboration. Through development opportunities, meaningful work, and flexibility, Ciena supports growth and well-being - on and off the job. Connect…
Added 2 hours ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $51.17 CAD / hour
- Internship
Build the next generation through mentorship and leadership (as assigned).
Added 2 hours ago
J
Senior Project Manager
Jacobs
Toronto, ON
- $230,000 to $280,000 CAD / year
- Full-time
The successful candidate will act as a trusted advisor and owner's representative, providing leadership across multidisciplinary teams while managing project scope, schedule, cost, quality,…
Added 2 hours ago
Agency Partner Manager
Reddit
Toronto, ON
As an Agency Development Partnerships Manager at Reddit, you will play a key role on the Agency Development Team, working with the Agency Leads, the world’s largest Holding Companies and…
Added 2 hours ago
Branch Manager, Vancouver
Odlum Brown
Vancouver, BC
Partner with Practice Management and Sales Leadership on advisor onboarding, succession planning, and talent development

Edward Jones

Associate Analyst - Financial Planning

Mississauga, ON, Canada

$77,000 to $127,000 CAD / year · Full-time

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Job details

Pay: $77,000 to $127,000 CAD / year
Job type: Full-time
Apply by: Dec 4, 2026
Experience: 3-5 years of relevant experience in financial planning, wealth management, financial services, or a related field.
Posting language: English
Posted: Nov 4, 2026

Original 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.

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 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.

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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 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.

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More about this job

Responsibilities

Research, develop, and maintain financial planning advice, standards, tools, and client-facing resources for the Canadian business, while analyzing data and monitoring industry and regulatory developments. Partner with teams across the firm to support implementation, advisor education, consistent guidance, and continuous improvement of planning experiences.

Requirements

A bachelor's degree or equivalent relevant experience and 3–5 years of experience in financial planning, wealth management, financial services, or a related field are required. Candidates should have knowledge of at least one financial planning discipline, strong research, analytical, communication, and collaboration skills; a CFP designation or progress toward it and familiarity with Canadian planning tools and regulations are advantageous.

Skills

Financial Planning
Wealth Management
Research And Analysis
Data Analysis
Financial Advice And Guidance
Written Communication
Verbal Communication
Presentation Skills
Stakeholder Collaboration
Problem-Solving
Project Management
Planning And Organization
Systems Thinking
Regulatory Monitoring
Content Development
Continuous Improvement

Benefits

Benefits
Bonuses
Profit Sharing

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Advice And Guidance
Retirement Planning
Estate Planning
Tax Planning
Risk Management
Asset Management
Business Planning
Financial Planning Tools
CFP
Conquest
My Priorities
Financial Influence Circle
Fact Finder
Portfolio Builder
Proposal Tool
Planning Standards
Financial Planning Methodologies
Data Analysis
Research
Regulatory Compliance
Canadian Financial Planning
Advisor-Facing Resources
Client Experience
Cross-Functional Collaboration

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