Lead remote branch support at Edward Jones through people leadership, operational execution, and strategic partnership across Canada. Guide high-quality service for Financial Advisors.
The Team Leader, Tailored Branch Support leads associates delivering tailored operational and client support to Financial Advisors. This position manages service across short-term, medium-term, long-term, and onboarding models. It combines coaching, workforce planning, data-informed decisions, and stakeholder management to support branch productivity, client experience, and business growth.
Key Responsibilities:
Lead, coach, and develop remote Tailored Branch Support associates
Monitor service levels, quality metrics, and client satisfaction outcomes
Manage capacity across multiple Tailored Branch Support models
Align staffing and skills with anticipated branch demand
Build relationships with Financial Advisors and branch teams
Requirements:
University degree or equivalent experience preferred
Three to five plus years in financial services, operations, or service delivery
Experience leading teams in high-volume service settings
Experience supporting branch operations or client service delivery
Solid leadership, communication, and stakeholder management skills
Bring coaching, operational discipline, and strategic thinking to strengthen tailored branch support for Edward Jones across Canada.
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📌 Tailored Branch Support Team Leader Mississauga
🏢 Edward Jones
📍 Mississauga
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