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Added 27 mins ago
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Supply Chain Data Analyst
Convergint
Calgary, AB
- Full-time
Job Description: Convergint is looking for a team-oriented, results-driven, Supply Chain Data Analyst, to join our amazing culture. As the Supply Chain Data Analyst, you will be responsible…
Added 27 mins ago
AC
Full-time Institutional Research Advanced Data Analyst
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
Reporting to the Manager, Institutional Analytics and Planning, the IR Advanced Data Analyst develops predictive models, forecasts and advanced analytical tools to support strategic,…
Added 42 mins ago
T
Senior Finance Analyst
TD
Toronto, ON
- Full-time
Partner closely with business leaders and cross-functional stakeholders, including Business Operations and FinOps teams, to understand operational priorities and translate them into annual…
Added 42 mins ago
T
Product Control Analyst
TD
Toronto, ON
- Full-time
The Product Control Analyst provides independent oversight of balance sheet, profit and loss (P&L), revenue attribution, fair value, and valuation-control processes for TD Securities…
Added 42 mins ago
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Engineer I
TD
Mississauga, ON · Toronto, ON
- Full-time
TD Enterprise Protect Analytics Engineering Team is responsible for managing the bank's cyber security logging and monitoring systems, providing technical guidance and direction.
Added 57 mins ago
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Engineer I
TD
Toronto, ON
- Full-time
TD Enterprise Protect Analytics Engineering Team is responsible for managing the bank's cyber security logging and monitoring systems, providing technical guidance and direction.
Added 1 hour ago
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Manager, Business Analyst - CHAPS / High-Value Payments
Cognizant
Toronto, ON
- Full-time
As a Manager, Business Analyst - CHAPS / High-Value Payments, you will make an impact by translating complex UK high-value payment and regulatory requirements into clear business and…
Added 1 hour ago
Amazon Finance Rotational Program (AFRP) - Operations Finance, Early Career - 2027
Amazon
Toronto, ON
The Operations Finance Rotational Program (OFRP) - Operations Financial Analyst role is an intensive two-year, entry-level undergraduate rotational program spanning two year-long…
Added 1 hour ago
Workforce Planning Analyst
FortisBC
Burnaby, BC · Prince George, BC · Trail, BC
As our Workforce Planning Analyst, you are responsible for the short and long term scheduling and forecasting needs for our Gas and Electric contact centre(s) and Billing Operations. You…
Added 1 hour ago
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Demand Planning Analyst (Hybrid - Boucherville)
RONA
Boucherville, QC
- Full-time
Bachelor's degree (or equivalent) in operations research, operations management, engineering, statistics or other relevant discipline
Added 1 hour ago
EJ
Associate Analyst - Financial Planning
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
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.…
Added 2 hours ago
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Sales Operations Analyst - Payward Services
Kraken
Remote, Canada
- Full-time
- Remote
As the first dedicated Sales Operations Analyst on the team, you’ll support Business Development across PWS and xStocks so our salespeople can spend their time selling. You’ll run RFP and…
Added 2 hours ago
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Portfolio Analyst
BMO
Ottawa, ON · Toronto, ON · FCP
- Full-time
Preferred 1 – 3 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
Added 2 hours ago
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Workforce Planning Analyst
FortisBC
Trail, BC
- Full-time
As our Workforce Planning Analyst, you are responsible for the short and long term scheduling and forecasting needs for our Gas and Electric contact centre(s) and Billing Operations. You…
Added 2 hours ago
F
Workforce Planning Analyst
FortisBC
Prince George, BC
- Full-time
As our Workforce Planning Analyst, you are responsible for the short and long term scheduling and forecasting needs for our Gas and Electric contact centre(s) and Billing Operations. You…
Added 2 hours ago
F
Workforce Planning Analyst
FortisBC
Burnaby, BC
- Full-time
As our Workforce Planning Analyst, you are responsible for the short and long term scheduling and forecasting needs for our Gas and Electric contact centre(s) and Billing Operations. You…
Added 2 hours ago
SI
Business Analyst/Project Maanger with Capital Markets experience
Smart IT Frame LLC
Mississauga, ON
- Contract
Role: Business Analyst / Project Manager with Capital Market
Added 2 hours ago
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Lead Revenue Operations Analyst
OpenText
Richmond Hill, ON
- Full-time
OpenText is seeking a Lead Revenue Operations Analyst to join our growing Support Revenue Operations team, acting as a key financial partner focused on adding value to the business. This…
Added 2 hours ago
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Financial Analyst, Winter 2027 (Co-op/Internship) - 8 months
BMO
Toronto, ON · FCP
- Full-time
Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations…
Added 3 hours ago
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Senior Associate SIEM Implementation
PwC
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Preferred certifications: Microsoft Certified: Security Operations Analyst Associate, SC-200, AZ-500, Google Professional Cloud Security Engineer, CISSP, CISM, GIAC.
Added 3 hours ago
MD
Medicaid Data Analyst - Management Analyst 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
As a Medicaid Data Analyst, the incumbent will perform queries and data analysis to ensure that quarterly Medicaid reporting is completed accurately and timely.
Added 3 hours ago
WC
Analyste financier / Financial Analyst
Wabtec Corporation
Montreal, QC
- Full-time
Added 3 hours ago
ZS
Application Support Analyst – Front Office Technology at Mississauga, ON (Hybrid)
Zodiac Solutions, Inc
Mississauga, ON
- Full-time
Role: Application Support Analyst – Front Office Technology
Added 3 hours ago
MQ
Bilingual QA Analyst
Miipe Quality Solutions
Markham, ON
- $60,000 to $63,000 CAD / year
- Full-time
3–5 years of experience as a QA Analyst, Business Analyst, or Business Operations Analyst.
Added 3 hours ago
C
Database developer Smartstream TLM SME Senior Engineer
Citi
Mississauga, ON
- Full-time
The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application…

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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