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Edward Jones

Tailored Branch Support Team Leader

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: Nov 25, 2026
Experience: 3–5+ years of experience in financial services, operations, or service delivery
Posting language: English
Posted: Oct 26, 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 Team Leader, Tailored Branch Support (TBS), leads a team of high-performing associates who provide remote, tailored operational and client support to Financial Advisors (FAs) across Canada.

TBS partners closely with branch teams to deliver flexible, high-quality coverage aligned to each branch’s needs - ranging from short-term urgent support to long-term strategic assistance. The Team Leader ensures the team consistently delivers “first time, every time” service while enabling branch productivity, client experience, and business growth.

This role combines people leadership, operational execution, and strategic partnership to ensure TBS is a trusted extension of the branch.

Key Responsibilities

Team Leadership & Performance Management
Lead, coach, and develop a team of TBS associates delivering remote branch support across multiple service models
Foster a culture of accountability, collaboration, and continuous improvement
Provide ongoing performance feedback through coaching, quality reviews, and formal evaluations
Support career growth and development planning for associates
Build engagement across both Home Office and remote associates
Service Excellence & Client Experience
Champion a world-class service culture, ensuring consistent delivery of accurate, timely, and high-quality support
Reinforce TBS’s mission of delivering exceptional service and strong FA partnerships
Monitor service levels, quality metrics, and client satisfaction outcomes
Act as an escalation point for complex branch or client issues
Operational & Workflow Management
Manage team capacity across multiple TBS support types (short-term, medium-term, long-term, and onboarding support)
Proactively align staffing and skillsets to ensure supply anticipates and meets demand, leveraging trends, forecasting, and business insights to move from reactive to predictive workforce planning
Continuously monitor demand patterns across branches to anticipate coverage needs and adjust resources ahead of time
Leverage reporting and data analytics to optimize workflow, productivity, and turnaround times
Ensure operational discipline across processes, compliance, and risk management
Branch & Stakeholder Partnership
Build strong relationships with FAs, branch teams, and internal partners
Ensure the team understands branch-specific needs and tailors support accordingly
Partner with stakeholders on initiatives supporting the Canada Business Unit
Communicate priorities, changes, and strategic direction effectively
Continuous Improvement & Innovation
Identify and implement opportunities to improve efficiency, scalability, and service delivery
Drive enhancements that improve the branch, client, and associate experience
Contribute to evolving the TBS model to meet future business needs

Education/Certification

University degree or equivalent experience (Business, Finance, or Management preferred)

Experience:

3–5+ years of experience in financial services, operations, or service delivery
Experience leading teams in a high-volume, service-driven environment
Experience supporting branch operations, financial advisors, or client service delivery
Familiarity with remote workforce leadership models
Exposure to workforce planning, or capacity management
Continuous improvement mindset (Lean, Six Sigma, or similar experience is a plus)

Key Skills and Competencies:

Strong leadership and coaching capability
Excellent communication and stakeholder management skills
Strategic thinking with strong execution discipline
Data-driven decision making and problem-solving ability
Ability to manage complexity across multiple priorities and stakeholders
Proven ability to influence without authority
High adaptability in a dynamic, evolving environment

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

Lead, coach, and develop a team providing tailored remote operational and client support to financial advisors and branch teams across Canada. Manage service quality, staffing and workflows, stakeholder partnerships, escalations, and continuous improvement to support branch productivity and client experience.

Requirements

A university degree or equivalent experience is requested, with business, finance, or management preferred. Candidates should have 3–5+ years of relevant experience, including team leadership in a high-volume service environment, and familiarity with branch operations, remote workforce leadership, and workforce or capacity planning.

Skills

Team Leadership
Coaching And Development
Performance Management
Client Service
Stakeholder Management
Workforce Planning
Capacity Management
Data Analysis
Problem-Solving
Workflow Optimization
Operational Execution
Risk Management
Continuous Improvement
Strategic Thinking
Communication
Adaptability

Benefits

Benefits
Bonuses
Profit Sharing

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Branch Operations
Financial Advisors
Client Support
Remote Workforce Leadership
Team Leadership
Performance Management
Service Delivery
Client Experience
Workforce Planning
Capacity Management
Forecasting
Data Analytics
Workflow Optimization
Quality Metrics
Compliance
Risk Management
Stakeholder Management
Continuous Improvement
Lean
Six Sigma
Canada Business Unit

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