Join a financial services firm where your contributions are valued. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an cutting-edge, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Edward

Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023.

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. 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 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 Leverage reporting and data analytics to optimize workflow, productivity, and turnaround times Ensure operational discipline across processes, compliance, and risk management 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 University degree or equivalent experience (Business, Finance, or Management preferred) Fluency in both English and French, including written and verbal communication,



is required ~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) Strong leadership and coaching capability Excellent communication and stakeholder management skills Data‑driven decision making and problem‑solving ability Ability to manage complexity across multiple priorities and stakeholders At Edward Jones, we are building a place where everyone feels like they belong.

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. #

📌 Tailored Branch Support Team Leader (Mississauga)
🏢 Edward Jones
📍 Mississauga