Join 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.
Are you passionate about financial planning and helping advisors deliver meaningful guidance to clients? Do you enjoy turning complex financial planning concepts into practical tools, resources, and experiences that drive adoption and client outcomes? Are you excited by the opportunity to partner across teams to continuously improve planning advice and guidance? If so, this may be the opportunity for you.
The Canada Financial Planning team is seeking an Associate Analyst to support the development, maintenance, and delivery of financial planning advice and guidance for our Canadian business. As a key member of the team, you will partner with Senior Analysts and stakeholders across the firm to ensure our planning standards, processes, tools,



and client experiences remain relevant, effective, and aligned with industry trends and regulatory expectations.

What You’ll Do

- Support the research, analysis, and development of financial planning advice and guidance that helps branch teams serve clients effectively and consistently.
- Translate Advice & Guidance (A&G;) into planning standards, practices, processes, and client experiences, partnering with teams across Financial Planning, Learning, Experience, Brand Marketing, and other areas.
- Gather, analyze, and communicate data and insights to support decision-making and governance committees.
- Maintain and update planning and A&G; content, including strategy reports, white papers, seminars, articles, website materials, and social media resources.
- Develop materials and support presentations on financial planning and A&G; topics for branch teams, learning programs, field events, acquisition events, and client-facing opportunities.
- Serve as a supporting subject matter expert for stakeholders, including Learning, Service, Practice Team Management helping ensure the integrity and consistent application of financial planning guidance.
- Collaborate throughout the project lifecycle on planning-related initiatives, from design through implementation, while working with partners across Service, Field Supervision, Compliance, Legal, Operations,



and other business areas.
- Monitor industry trends, competitive activity, and regulatory developments, assessing their impact on planning strategies, messaging, and client guidance.
- Contribute to continuous improvement efforts by identifying opportunities to enhance planning resources, processes, and advisor experiences.
- Build strong relationships across the organization and support knowledge sharing and development within the Financial Planning team.

What You’ll Have An Immediate Impact On

- Enhancing the quality and consistency of financial planning advice and guidance available to Canadian branch teams.
- Supporting the adoption of planning tools, processes, and client experiences across the field.
- Helping ensure planning guidance remains relevant amid evolving client needs, industry trends, and regulatory requirements.
- Improving collaboration across business functions to strengthen planning outcomes and advisor support.

What Experience You Need

- Bachelor's degree or equivalent relevant experience.
- 3-5 years of relevant experience in financial planning, wealth management, financial services, or a related field.
- Knowledge of one or more financial planning disciplines, including retirement planning, estate planning, tax planning, risk management, asset management, business planning, or financial planning tools.
- Demonstrated ability to research, analyze, and synthesize information into actionable recommendations and guidance.
- Robust written and verbal communication skills, including the ability to present information to a variety of audiences.
- Ability to build collaborative relationships and work

📌 Associate Analyst (Mississauga)
🏢 Edward Jones
📍 Mississauga