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Added 11 mins ago
MO
Operations Specialist
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
- Full-time
…coordinate activities and approvals from Legal, Credit, Finance and Operations; create workflows and implementation plans as…
Added 11 mins ago
IF
Security Product Manager
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Experience in vulnerability management, cloud security, security operations or threat exposure management;
Added 11 mins ago
H
Senior Accountant
Hexagon
Calgary, AB · Dowling, ON
- Full-time
Hexagon Autonomous Solutions is looking for a Senior Accountant to join our Canadian accounting and controlling team. This hands-on role is responsible for performing and reviewing daily…
Added 11 mins ago
A
General Cashier / Accounts Payable Generalist
AccorHotel
Banff, AB
- From $55,000 CAD / year
- Full-time
…consistency in every transaction. Your diligence safeguards our operations and supports every department across the…
Added 11 mins ago
AI
Scale and Transportation Clerk
American Iron and Metal
Baie-Comeau, QC
- Full-time
Training provided on equipment and recycling operations;
Added 11 mins ago
AI
Scale Clerk
American Iron and Metal
Val-d'Or, QC
- Full-time
Training provided on equipment and recycling operations;
Added 11 mins ago
PC
Summer Student, Enterprise Risk Management
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Finance, Accounts and Commercial
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Master Data Management (Finance)
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Marketing
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Marketing Accounting
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Accounts Payable
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
PC
Summer Student, Trading Risk
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of…
Added 11 mins ago
AC
Administrator Support
Aston Carter
Toronto, ON · East York, Ontario
- $40 to $50 CAD / hour
- Contract
Support cross-functional manufacturing projects involving Operations, Quality, Supply Chain, and R&D, helping align plant activities with broader commercialization and innovation…
Added 26 mins ago
IF
Director-Domestic Operations & Dealer Relations
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The Director, Business Operations reporting into the Vice-President of Business Operations, Risk and Excellence is responsible for providing strategic and operational leadership across…
Added 26 mins ago
NB
Branch Administrator / Operations Agent
National Bank of Canada
Ancaster, ON
- Full-time
A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In…
Added 26 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 26 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 26 mins ago
LH
Corporate Controller
Landmark Homes
AB · Edmonton, AB
- Full-time
Hands-on, collaborative leadership style across finance and operations.
Added 26 mins ago
A
Senior Program Manager, Canada Transportation - NDPE
Amazon
Toronto, ON
- Full-time
…ownership, and hands-on execution, requiring you to influence across operations, finance, and planning organizations and drive parity with the best in class in the…
Added 26 mins ago
MO
Operations Specialist
Meridian OneCap Credit Corp.
Toronto, ON
- Full-time
…coordinate activities and approvals from Legal, Credit, Finance and Operations; create workflows and implementation plans as…
Added 26 mins ago
PE
MD, Head of Legal - Canada
Page Executive
Toronto, ON
- Full-time
Advise on governance frameworks, corporate structure, and legal entity management for Canadian operations.
Added 26 mins ago
FG
Senior Software Engineer
FDM Group
Montreal, QC
- Contract
…specialist Practices; Software Engineering, Data & Analytics, IT Operations, Change & Transformation, and Risk, Regulation &…
Added 26 mins ago
AE
Data Analyst and Business Intelligence Developer (1 Year contract)
Agrocrop Exports Ltd.
Bolton, ON
- Contract
…recommendations. You will work directly with BI Manager, Finance, Operations, and Supply Chain teams to understand business needs, investigate performance, and deliver analytics that…
Added 26 mins ago
CO
Manager, Insurance & Risk Services
City of Burlington
Burlington, ON
- $114,971 to $143,713 CAD / year
- Full-time
…cost-effective insurance coverage for municipal assets and operations, and prepares annual insurance reports to City…

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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