Advance your career with Edward Jones as a Holistic Wealth Planning Leader, where individuals matter more than profits. This role emphasizes collaboration and aims to enhance client experiences through strategic financial planning.In this influential position, you will not only develop team members but also design and deliver tailored wealth management strategies. As a subject matter expert, you will work closely with clients and advisors, ensuring a comprehensive approach to their financial needs, while also contributing to company-wide initiatives and training.Key Responsibilities:Develop and mentor associates to achieve their bestImplement comprehensive wealth strategies for clientsCollaborate with internal and external expertsLead training and project initiatives organization-wideEnhance the firm's culture of collaboration and belongingRequirements:Bachelor's degree in Finance, Business, or related fieldCFP designation or similar requiredMinimum of 8+ years in financial planning for high-net-worth clientsStrong communication and presentation skillsProficient in financial planning technologiesJoin Edward Jones to make a positive impact in wealth management and foster growth for clients and colleagues alike.

📌 Holistic Wealth Planning Leader At Edward Jones (Mississauga)
🏢 Edward Jones
📍 Mississauga