Support financial planning guidance at Edward Jones through research and analysis. Help Canadian advisors deliver consistent client experiences across the business.

As an Associate Analyst, you will support the Canada Financial Planning team’s advice, guidance, standards, and processes. You will partner with Senior Analysts and stakeholders across Financial Planning, Learning, Experience, Brand Marketing, Compliance, Legal, and Operations. Your work will help maintain relevant planning resources and support advisor adoption.

Key Responsibilities:

- Research and develop financial planning advice and guidance
- Translate guidance into standards, processes, and client experiences
- Analyze data and communicate insights to governance committees
- Maintain strategy reports, articles,



seminars, and web content
- Monitor industry trends and regulatory developments

Requirements:

- Bachelor’s degree or equivalent relevant experience
- Three to five years of relevant financial services experience
- Knowledge of financial planning disciplines or tools
- Solid research, analysis, writing, and presentation skills
- Ability to collaborate across matrixed teams

Apply financial planning expertise, analytical thinking, and communication skills to strengthen guidance for Edward Jones advisors and clients.

📌 Financial Planning Associate Analyst (Mississauga)
🏢 Edward Jones
📍 Mississauga