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Edward Jones

Senior Consultant - Practice Optimization and CST Advancement

Mississauga, ON, Canada

$86,000 to $146,400 CAD / year · Full-time

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Job details

Pay: $86,000 to $146,400 CAD / year
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 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.

The Senior Consultant, Practice Optimization & CST Advancement serves as a trusted advisor to Canadian financial advisors, branch teams, and field leaders, helping them improve team effectiveness, leadership capability, capacity, and overall business performance. This role combines consulting, facilitation, and strategic program leadership to support the evolution of branch team practices and enhance advisor and client outcomes. The successful candidate will partner with leaders and teams to diagnose challenges, identify opportunities, and implement practical solutions that strengthen team performance and effectiveness. In addition to consultation responsibilities, this role leads key projects/programs focused on branch team evolution, leadership development, coaching, capacity optimization, and practice effectiveness.

Key Responsibilities

Consulting & Team Effectiveness

Consult with financial advisors, branch teams, and leaders to assess opportunities related to team effectiveness, capacity, leadership, and practice growth.
Review branch business plans, practice diagnostics, and advisor segmentation data to guide recommendations and action planning.
Facilitate discussions that help teams clarify roles, responsibilities, priorities, and leadership expectations.
Support teams in navigating change, resolving challenges, and improving overall effectiveness.

Facilitation & Leadership Development

Lead workshops, team discussions, and facilitated sessions with advisors, branch teams, and leaders.
Build alignment among stakeholders and guide productive conversations around complex business and team challenges.
Coach leaders on leadership effectiveness, accountability, communication, and team performance.

Program/Project Management:

Lead or support key programs, projects, and pilot initiatives that advance branch team effectiveness, leadership development, and practice management capabilities.
Partner with field leaders and home office stakeholders to implement, evaluate, and continuously improve existing and emerging solutions.
Manage program deliverables, stakeholder engagement, communications, and adoption activities.
Monitor outcomes, gather feedback, and recommend enhancements to improve effectiveness and participant experience.
Support the evolution of branch team support models, consulting practices, and leadership development programs.

Skills & Qualifications

Bachelor's degree (minimum)
Minimum 5-8 years of experience in financial services, business consulting, practice management, organizational effectiveness, leadership development, project/program management, or a related field.
Experience facilitating discussions, workshops, or consultations with leaders, teams, and stakeholders.
Experience leading or supporting initiatives, programs, projects, or pilot implementations.
Strong analytical and problem-solving skills with the ability to assess business needs and develop practical recommendations.
Ability to build credibility and influence stakeholders without direct authority.
Strong verbal, written, presentation, and facilitation skills.
Demonstrated ability to manage multiple priorities and work effectively in a fast-paced, evolving environment.

Preferred Experience

Financial Advisor, Branch Team, Field Leadership, or Practice Management experience.
Knowledge of advisor business planning, practice diagnostics, advisor segmentation, branch team structures, and capacity optimization.
Experience consulting on team effectiveness, leadership development, organizational effectiveness, change management, or business performance.
Experience facilitating conversations involving role clarity, team dynamics, accountability, leadership effectiveness, and conflict resolution.
Experience designing, implementing, or evolving business processes, programs, or service models.
Professional certifications in facilitation, project management, organizational development, change management, or related disciplines.

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

Advise financial advisors, branch teams, and field leaders on improving team effectiveness, leadership, capacity, and business performance through assessment, facilitation, coaching, and practical recommendations. Lead or support programs and projects that advance branch team practices and leadership development, coordinating stakeholders, managing adoption, evaluating outcomes, and recommending improvements.

Requirements

A bachelor's degree is the minimum requirement, along with 5–8 years of experience in financial services, consulting, practice management, organizational effectiveness, leadership development, project or program management, or a related field. Candidates should have experience facilitating discussions and supporting initiatives, strong analytical and communication skills, and the ability to influence stakeholders and manage multiple priorities; financial advisor, branch team, or practice management experience is preferred.

Skills

Consulting
Team Effectiveness
Leadership Development
Facilitation
Coaching
Project Management
Program Management
Analytical Skills
Problem-Solving
Stakeholder Influence
Communication
Presentation Skills
Change Management
Capacity Optimization
Practice Management
Conflict Resolution

Benefits

Base Salary
Benefits
Bonuses
Profit Sharing

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Advisors
Branch Teams
Field Leadership
Practice Optimization
Team Effectiveness
Practice Management
Business Planning
Practice Diagnostics
Advisor Segmentation
Capacity Optimization
Leadership Development
Organizational Effectiveness
Change Management
Facilitation
Coaching
Role Clarity
Team Dynamics
Accountability
Conflict Resolution
Project Management
Program Management
Pilot Initiatives
Stakeholder Engagement
Adoption
Business Performance
Process Design
Service Models
Workshop Facilitation

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