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New

Leader – Practice Management Consulting

Edward Jones

This is a Contract position in Abbotsford, BC posted January 24, 2023.

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.

To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.

Headquarters associates in St.

Louis, Tempe and Mississauga provide support and expertise to help U.S.

and Canada branch teams deliver an ideal client experience.

We continue to grow to meet the needs of long-term individual investors.

As Edward Jones Canada continues to grow its impact in Canada, we continue to strengthen our support for our branch teams in support of their work with Canadian investors.

We are expanding our Practice Management capabilities.

Practice Management empowers Financial Advisors to lead their branch team in building a successful practice, by supporting and guiding them at every stage of their career.

We equip Financial Advisors and their team members with the knowledge, skills, competitive insights, and tools to optimize their practice and deliver industry leading client experiences.

We reward and recognize their contributions to client outcomes and our firms’ success.

The Leader of Practice Management Consulting will: Lead the development and execution of the team’s objectives and strategies in support of the firm’s objectives Lead the team by providing the appropriate guidance, support, development and accountability to meet the objectives of the team Serve as a thoughtleader and subject matter expert on: Practice strategy and diagnostics Branding, client attraction, acquisition, and marketing strategies Delivery of wealth management Practitioner development Leading the practice Have advanced ability to perform and lead others to gather, elicit and synthesize relevant data about the financial advisor/practice team such as their unique situation and needs (e.g., practice vision and goals, prior experience, practice structure, market insights, etc.) to co-create an appropriate business plan focused on the best strategies; recommend suitable practice management concepts across all financial advisor stages Demonstrates and role model strong communications and interpersonal skills along with a systems thinking approach when making decisions Provide oversight and guidance surrounding the firm’s performance management programs Oversee all content, processes, measurement, and communications surrounding our practice management efforts Partner with various functional areas, field leaders, stakeholders, and vendors to develop, evaluate and implement strategies on the practice management needs of the firm Have the opportunity to serve as a liaison by representing the department on division and firmwide projects/committees and lead cross-functional project teams on initiatives medium to large in scope Ensure efficient operation of the department 8 years of experience in wealth management with exposure to client creation, relationship management, financial planning, insurance, and industry best practices 3 years of leadership experience, including leading remote teams Experience consulting and guiding financial advisor teams particularly in the following areas: Practice strategy and diagnostics Branding, client attraction, acquisition, and marketing strategies Delivery of wealth management Practitioner development Leading the practice Bachelors degree IIROC, life and health insurance licenses preferred; Financial Planning, Coaching and Change Management certification and accreditations all considered assets Fluent in English (written and verbal); fluency in a second language (e.g., French, Mandarin, Cantonese) considered an asset 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022.

Compensation provided for using, not obtaining, the rating.

Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine.

The privately held firm ranked No.

2 overall, in its fourth appearance on the list.

2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021.

Compensation provided for using, not obtaining, the rating.

Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No.

45.

2022 Fortune’s 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021.

Compensation provided for using, not obtaining, the rating.

For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine.

Edward Jones ranked No.

35 on the prestigious 2022 list.

2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021.

Compensation provided for using, not obtaining, the rating.

Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality.

The ranking designated Jones as one of the best places to work for LGBTQEquality.

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.