Lead comprehensive financial planning for high-net-worth clients at Edward Jones, using portfolio construction and complex wealth strategies.

Collaborate across teams and advisors.

As a Wealth Consultant II and subject matter expert, you provide ongoing professional planning to branch teams and high-net-worth clients.

You take an integrated approach, understanding client values and goals while coordinating with tax, legal, and other advisors.

Your work supports short- and long-term objectives through available planning tools.

Key Responsibilities: Provide professional planning on complex wealth strategies
Advise branch teams and high-net-worth clients
Construct portfolios aligned with goals and appropriate risk




Collaborate with internal and external skilled advisors
Share knowledge and improve client outcomes
Requirements: Bachelor’s degree preferably in Business, Finance, or Accounting
Accredited financial planning designation, including CFP
Five to seven years as a high-net-worth financial planner
Strong comprehensive financial planning knowledge
Strong presentation, analytical, and communication skills
Apply financial planning, portfolio construction, and collaborative communication to complex high-net-worth client strategies at Edward Jones.

📌 High Net Worth Financial Planner (Canada)
🏢 Important Company of the Sector
📍 Canada