OverviewThere 's power in partnership. Yourpassion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what 's most significant to them, all while giving you the opportunity to innovate, collaborate and grow.What you do every day helps people achieve and protect their financial goals. You 'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.Job OverviewPosition Schedule:Full-TimeAs a subject matter expert and a champion of client-centered comprehensive planning and advice and complete wealth management on the Client Consultation Group, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and their high-net-worth clients. They will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client 's external professional advisors (i.E. tax, legal and other advisors), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals. They will also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk. The Wealth Consultant actively engages as a high-performance team member. They have a commitment to continuous growth, robust communication and collaboration skills.ResponsibilitiesDevelop solutions-based wealth planning strategies for high-net worth clients with complex needs using a team approachPersonalize strategies to provide expert knowledge around issues affecting affluent clients, including but not limited to pension plans, holding companies, and charitable donationsSimplify complex strategies to assist branch teams and clientsCommunicate with financial advisors and clients to gain understanding of client 's needs, aid in documentingclient goals, articulate investment strategy and recommendations,



identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisorsContribute to division objectives, projects and initiatives in order to better serve branch teams and high-net worth clientsProvide support to senior wealth strategists in preparation of client deliverablesMay provide ongoing feedback, coaching, training and guidance to Edward Jones associates and shares knowledge to help develop other associatesServe as relationship manager for internal firm stakeholdersBenefitsAt 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:Hiring Minimum:$86000Hiring Maximum:$146400Skills/RequirementsBachelors degree preferably in Business, Finance or AccountingAccredited financial planning designation (CFP)F.PI or PI.Fin (Pl.Fin-IQPF applicable for Quebec) preferred but not requiredCIRO licensedStrong consideration given for CIM, CFA levels 1 or 2 or CFADesiredProfessional designations such as CPA, LLB, JD, TEPLife insurance licenseEstate and/or tax coursesStrong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning,



estate planning and protection planningStrong presentation and communication skills especially including the ability to present complex financial strategies in a manner that is easily understoodStrong analytical, organizational, and time-management skills and the ability to work within a fast-paced environmentProficiency with Microsoft Office, virtual meeting and financial planning software toolsThe ability to work well within a team environmentYears Of Relevant ExperienceA minimum of 5-7 years experience as a high net worth financial plannerAwards & AccoladesAt 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.About UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 U00b9 company where people come first. With over 8 million clients and 19,000 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. 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. 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.#J-18808-Ljbffr

📌 Wealth Consultant Ii - $86,000 - $146,400 A Year (Toronto)
🏢 Edward Jones
📍 Toronto