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Added 34 mins ago
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Financial Services Associate
CIBC
Surrey, BC
- Full-time
…futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities.…
Added 48 mins ago
CL
Personal Shopper
CHANGE Lingerie
Vancouver, BC
- Internship
As a Personal Shopper, you'll be more than a sales associate. You'll become a trusted advisor, helping clients discover their perfect fit while developing valuable retail and customer…
Added 49 mins ago
TT
Senior Distribution Services Operations Trainer
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 1 hour ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Brighton, ON
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 1 hour ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Trenton, ON
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 1 hour ago
BB
Retail Financing and Sales Associate (Seasonal)
Best Buy Canada
St. John's, NL
- Part-time
Join our team! We are hiring immediately for a retail financing and sales associate, which we call a financing advisor at Best Buy. As a retail financing and sales associate, you will help…
Added 1 hour ago
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Senior Delivery Lead, Strategic Accounts
Monks
Toronto, ON
- Full-time
In this Senior Delivery Lead, Strategic Accounts – Programmatic role, you will serve as a strategic advisor and primary point of contact for a portfolio of large, complex clients. You'll…
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 3 hours ago
Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
Make-A-Wish Canada / Rêves d'enfants Canada
Montreal, QC
Added 3 hours ago
Customer Accounts Advisor
Talent Acquisition/Human Resources, The Aaron's Family of Companies
Prince Albert, SK
…are 100% satisfied with their product. As a Customer Accounts Advisor, you will build relationships with our customers over the phone and face-to-face to bring them one step closer to…
Added 3 hours ago
Bilingual Wish Discovery Coordinator (12-month contract)
Make-A-Wish Canada / Rêves d'enfants Canada
Montreal, QC
-Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada
Added 3 hours ago
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Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
Added 3 hours ago
ScotiaMcLeod Business Development Associate
Scotiabank
Vancouver, BC
As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.
Added 3 hours ago
RU
Tax Senior Associate - Private Company
RSM US LLP
Toronto, ON
- Full-time
RSM’s Private Company practice is looking for a dynamic Tax Senior Associate to join our team. At RSM, our Private Company practice is rooted in strong relationships based on a deep…
Added 4 hours ago
TT
Senior Category Management Specialist
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 4 hours ago
Investment Associate (Contract position)
The Canada Life Assurance Company
Winnipeg, MB
The Investment Associate plays a key supporting role in delivering a high-quality advisory and investment experience to high-net-worth clients. Working closely with Investment Counsellors,…
Added 4 hours ago
Senior Advisor Associate
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
Our IPC Securities Operations team is currently growing! We are seeking a Senior Advisor Associate – someone who can provide exceptional client service and support to our Advisory teams to…
Added 5 hours ago
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Business Solutions Advisor
Nulogy
Remote, Canada
- Full-time
- Remote
…to join our growing marketing team as a Business Development Associate (BDA). Reporting to a BDR, this role provides an exciting entry point into the world of sales and marketing within a…
Added 6 hours ago
EI
Brand Protection Advisor
Ecolab Inc.
Moncton, NB · Halifax, NS
- Full-time
Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in food safety and total quality assurance. Our specialists are valued food safety & QA…
Added 6 hours ago
MS
Client Success Manager, Associate (Canadian Public)
Morgan Stanley
Calgary, AB
- Full-time
Interface with client contacts, financial advisor team, service center, and internal operations
Added 6 hours ago
PA
Pre-Owned Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 6 hours ago
RJ
Corporate Actions Associate
Raymond James Ltd.
Vancouver, BC
- Full-time
The position of Corporate Actions Associate requires the ability to effectively balance varied functions, while maintaining our high level of service and attention to detail. Proven…
Added 6 hours ago
RJ
Mutual Funds Associate
Raymond James Ltd.
Vancouver, BC
- Contract
The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and…
Added 7 hours ago
W
Administrative Associate (LeBlanc Family Wealth)
Wellington-Altus
Kingston, ON
- Full-time
Provide information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
Added 8 hours ago
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Legal Operations Associate (Remote)
Jerry.ai
Remote, Canada
- $65,000 to $80,000 USD / year
- Full-time
- Remote

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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