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Added 9 mins ago
Consultant, AI Adoption & Enablement
MNP
Montreal, QC · Toronto, ON
Full-time
Make an impact with our Digital Solutions team as a Consultant, AI Adoption & Enablement, helping client teams change the way they work with Microsoft 365 Copilot and AI agents. This is an…
Added 24 mins ago
Financial Advisor - CIRO-ID
CIBC
Vancouver, BC
Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 24 mins ago
Senior Consultant, Fusion Services (12- month contract)
CIBC
Toronto, ON
Full-time
As part of the Fusion Services team, the Senior Consultant, Fusion Services will assist in developing the processes, tools, technologies, and capabilities that enable and support the…
Added 24 mins ago
Senior Sport Consultant
Government of Alberta
AB
The Sports, Physical Activity and Recreation (SPAR) program supports Alberta’s non-profit sport system to deliver affordable access to sport and recreation opportunities. This is achieved…
Added 36 mins ago
Senior Business Analyst
Joblinxsapp
Toronto, ON
Full-time
Added 36 mins ago
Junior Consultant, Production Support (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
Full-time
As Junior Consultant (Senior Coordinator), Support - Broadcast Management, you will provide active technical support to users of Radio-Canada broadcast management applications by working…
Added 38 mins ago
Building Energy Coordinator (EIT)
City of Edmonton
AB
…support and expand our ISO 50001 Energy Management System (EnMS) program - a key strategic initiative funded in part by Environment and Climate Change Canada. Working under the mentorship…
Added 52 mins ago
Functional Consultant Asset Finance
Zensar Technologies
Canada
Full-time
As a Senior Technology Business Consultant, you’ll contribute to a critical component of our success. While working closely with clients and internal teams to deliver innovative, new…
Added 52 mins ago
Project Engineer, Technical Services
ATCO Electric
AB · Edmonton, AB
Full-time
Manage ATCO Electric’s Physical Security program through regulatory and business execution.
Added 53 mins ago
Sr. Specialist – Mainframe & Compute Platform Governance
Canadian Tire Corporation
Toronto, ON
Full-time
…sustainability. The position drives platform maturity, reduces consultant and key-person dependency, and establishes clear ownership and accountability across the enterprise compute…
Added 54 mins ago
Inclusive Child Care Worker
BGC Okanagan
Kelowna, BC
Full-time
Supports full inclusion of one or more children in a childcare, afterschool care, or life skills program, and implementing strategies identified by the inclusive childcare consultant(s)…
Added 1 hour ago
Release Train Engineer III
TD
Toronto, ON
Full-time
Added 1 hour ago
Consultant, Application Developer (Data Engineer)
CIBC
Toronto, ON
Full-time
…enterprise-scale projects involving multiple back-end systems. As the Consultant, Application Developer (Data Engineer), you’ll exercise significant judgement and autonomy, own key…
Added 1 hour ago
Financial Planner II (CIRO-ID)
CIBC
St. Catharines, ON
Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 1 hour ago
Business Development Manager
CI Financial
Vancouver, BC
Full-time
…with the District Vice President, the BDM serves as a sales consultant to the specified…
Added 1 hour ago
Senior Consultant, Business Effectiveness
CIBC
Toronto, ON
Full-time
The Senior Consultant, Business Effectiveness is a key member of the Regulatory Initiatives & Business Management team. Reporting to the Director, Business Effectiveness, the Senior…
Added 1 hour ago
Sport Partnerships Consultant
Canadian Tire Corporation
Toronto, ON
Full-time
…down barriers to sport, you probably belong here with us. The Consultant, Sports Partnerships will assist with the day-to-day relationship management with select CTC sport partners. They…
Added 1 hour ago
Sr. Power Platform Developer
Softchoice
NL · Toronto, ON · Oakville, ON · Vancouver, BC · NB · NS · AB · BC · Nova Scotia, Nova · British Columbia, Brit
Microsoft Power Platform certification recommended (e.g., Power Platform Functional Consultant Associate).
Added 1 hour ago
Senior Consultant, Healthcare Solutions
Deloitte
Toronto, ON
Full-time
As a Senior Consultant, you will lead defined workstreams and help clients move from strategy to execution. You will synthesize complex clinical, operational, and digital issues, develop…
Added 1 hour ago
Project Coordinator (13646)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
$115,570 to $144,526.2 CAD / year
Temporary
Reporting to the Program Manager, you will provide overall project and program management support, including planning, coordination, integration, and administration activities to ensure the…
Added 1 hour ago
Senior Consultant, Financial Services Industry, Risk & Regulatory
Deloitte
Toronto, ON
Full-time
As a Senior Consultant, you will work in a collaborative team environment to analyze and address key risk and regulatory challenges for some of the largest, most interesting, and…
Added 1 hour ago
Experienced Financial Advisor Transition Consultant
Edward Jones
Mississauga, ON
$74,600 to $122,800 CAD / year
Full-time
The EFA Transition Consultant is responsible for delivering a high-touch and often in-person onboarding and transition experience for Experienced Financial Advisors (EFAs) joining Edward…
Added 1 hour ago
Superintendent, Curbside Collection Services
Regional District of Nanaimo
Nanaimo, BC
$125,967 to $144,561 CAD / year
Full-time
…contributions, the option to participate in the RDN’s flex days program, and vacation entitlement that recognizes previous related…
Added 1 hour ago
IT - Info Security Analyst - Senior
Raise
Toronto, ON
Full-time
Liaise with the business teams on implementation and adoption of Client controls, Adaptive MFA capabilities and definition of access policies in line with overall Program.
Added 1 hour ago
Platform Engineer
Slalom
Montreal, QC
Full-time
Rôle: Ingénieur(e) Consultant(e) – Ingénierie des plateformes

Edward Jones

Experienced Financial Advisor Transition Consultant

Mississauga, ON, Canada

Pay: $74,600 to $122,800 CAD / year
Job type: Full-time
Apply by: Oct 23, 2026
Experience: 5+ years of experience in financial services, advisor support, branch operations, onboarding, client transitions, project management, or a related field.
Posting language: English
Posted: Sep 23, 2026

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Original job description

This job posting is anticipated to remain open for 30 days, from . The posting may close early due to the volume of applicants.

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.

The EFA Transition Consultant is responsible for delivering a high-touch and often in-person onboarding and transition experience for Experienced Financial Advisors (EFAs) joining Edward Jones Canada.

Acting as the primary transition partner, the EFA Transition Consultant works closely with advisors and their teams from offer acceptance through the first four months of employment to ensure a smooth, compliant, and successful transition.

Serving as a trusted consultant and strategic partner, the EFA Transition Consultant helps experienced advisors successfully transition their practice, clients, and business operations to Edward Jones. This role provides personalized guidance, coaching, and transition support designed to accelerate advisor integration, productivity, and long-term success.

This role combines project management, operational expertise, relationship management, and change leadership to support advisor integration, client asset transfers, account onboarding, and adoption of Edward Jones systems, processes, and culture.

The specialist partners closely with advisors to establish effective business practices, client engagement strategies, service models, operational workflows, and routines that support a successful transition and growth trajectory within the firm.

The EFA Transition Consultant serves as a trusted advisor and central point of coordination among field leadership, home office departments, and operational support teams to help advisors successfully transition and grow their business.

5+ years of experience in financial services, advisor support, branch operations, onboarding, client transitions, project management, or a related field.
Experience supporting advisors, clients, or business transition activities preferred.
Experience working across multiple business functions and stakeholder groups.
Experience consulting with financial advisors, supporting practice management initiatives, or leading advisor business transition activities preferred.
Experience coaching, influencing, or guiding professionals through organizational or operational change preferred.

This opportunity is currently limited to associates based in Canada. Candidates must be authorized to work in Canada and be located within Canada at the time of hire.

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

Guide experienced financial advisors and their teams through their transition to Edward Jones, from offer acceptance through the first four months, providing personalized onboarding, coaching, and operational support. Coordinate with field leadership, home office departments, and support teams to facilitate client and asset transfers, account onboarding, adoption of firm systems and processes, and effective business practices.

Requirements

At least five years of experience in financial services, advisor support, branch operations, onboarding, client transitions, project management, or a related field is required. Experience supporting advisors or transition activities, consulting on practice management, working across business functions, and guiding professionals through change is preferred; candidates must be authorized to work in Canada and located there at hire.

Skills

Project Management
Operational Expertise
Relationship Management
Change Leadership
Advisor Onboarding
Client Transitions
Client Asset Transfers
Account Onboarding
Practice Management
Coaching
Stakeholder Coordination
Business Operations
Client Engagement Strategies
Workflow Development
Financial Advisor Support

Benefits

Benefits
Bonuses
Profit Sharing

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Experienced Financial Advisors
Advisor Transition
Advisor Onboarding
Client Transitions
Client Asset Transfers
Account Onboarding
Project Management
Branch Operations
Practice Management
Change Leadership
Relationship Management
Operational Workflows
Client Engagement
Business Operations
Advisor Integration
Stakeholder Coordination
Coaching
Financial Advisor Support
Edward Jones Systems
Canada

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