This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeCA$54,700.00/yr - CA$67,500.00/yrWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone – the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.Job OverviewPosition Schedule: Full‑TimeBranch Address: 72 Jutland Road, Suite 25, Etobicoke, ONThe Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The Client Experience Specialist drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals.Our Client Experience Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We don’t often brag, but we’re frequently recognized and awarded as a top place to work.Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine¹ and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.We’ll give you the support you needTraining which includes mentoring, job shadowing, coaching and branch office visitsA support network that extends beyond your branch office and includes home office assistance via phone,



email and firm intranet resourcesYou can also expect…A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentKey ResponsibilitiesDelivers excellent client service by anticipating client needs, making it easier to do business with Edward JonesIdentify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clientsUtilizes goals‑based advice tools and contact plans, and stewards the Online Access system for clientsEnsure ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experiencePerforms office administration duties which may include answering incoming phone calls and greeting clients, maximizing each in‑person client visit, managing service requests, faxes, and emails, maintaining branch‑office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheetsThe opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.Hiring Minimum: $54700.00Hiring Maximum: $67500.00Skills/RequirementsCreative and open mindset to support an agile and continuous learning environmentAbility to be proactive, incorporate feedback, and adapt to changesCritical thinking and analytic skills to anticipate, identify, and solve ongoing needsStrong understanding and continued research of a variety of financial productsStrong time management skills with the capacity to work with multiple Financial Advisors, branch offices,



and clients to balance priorities in a rapid‑paced, deadline‑driven environmentDetail‑oriented and organized with the ability to ensure a high standard of accuracyAmbitious self‑starter comfortable identifying and creating opportunities for efficiencyStrong computer skills and an aptitude to quickly learn new softwareJob RequirementsHigh School Diploma/Equivalent requiredAssociate’s/Bachelor’s degree or equivalent experience preferred2+ years of customer service or financial services industry preferredAwards & 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin 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.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.#J-18808-Ljbffr

📌 Client Experience Specialist - C$54,700 - C$67,500 A Year (Toronto)
🏢 Edward Jones
📍 Toronto