- Senior
- Bureau à Mississauga
Opportunity Overview
As the insurance subject matter expert and a champion of client-centered comprehensive planning and advice, you provide ongoing professional wealth transfer advice on complex insurance strategies to branch teams and their high-net-worth clients.
You take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e. tax, legal and other advisors), and utilize all planning tools available to assist financial advisors and their clients with their complex planning needs to achieve their goals.
You are excited by the opportunity to engage clients with a broad range of complex estate protection needs. You can offer strategic insurance solutions for clients in a variety of planning areas including intergenerational wealth transfer, equalization of estate interests in dynamic family and family business situations, philanthropic planning, corporate wealth transfer, and domestic tax planning.
You actively engage as a high-performance team member. You have a commitment to continuous growth, strong communication and collaboration skills. You enjoy the opportunity to coach other advisors on your team about insurance concepts and opportunity development.
You take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e. tax, legal and other advisors), and utilize all planning tools available to assist financial advisors and their clients with their complex planning needs to achieve their goals.
You are excited by the opportunity to engage clients with a broad range of complex estate protection needs. You can offer strategic insurance solutions for clients in a variety of planning areas including intergenerational wealth transfer, equalization of estate interests in dynamic family and family business situations, philanthropic planning, corporate wealth transfer, and domestic tax planning.
You actively engage as a high-performance team member. You have a commitment to continuous growth, strong communication and collaboration skills. You enjoy the opportunity to coach other advisors on your team about insurance concepts and opportunity development.
Position Type
Home Office - Canada
Position Schedule
Full-Time
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Posting Location
Ontario, Mississauga
Company Description
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.
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.
External Flexible Work Option(s)
Hybrid
Awards and Accolades
At 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 Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Position Requirements
Required:
Desired:
Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
- Valid provincial insurance license. A CFP designation (or willingness to obtain within twenty-four months of hire) is required. CLU designation is desirable.
- Advanced technical knowledge of life & living benefits insurance products, concepts and regulatory issues.
- Expert knowledge of the investment and insurance industry.
- Strong communication, listening and presentation skills and the ability to tailor communication style to FAs, BOAs, clients, centers of influence and product partners.
Desired:
- Professional designations such as CLU , CPA, LLP, TEP, JD considered an asset
- Bachelor's degree preferably in Business, Finance, or Accounting
- Estate and/or tax courses
- Strong understanding of the comprehensive financial planning process: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning
- Strong analytical, organizational, and time-management skills and the ability to work independently within a fast-paced environment.
- Proficiency with Microsoft Office, virtual meeting and financial planning software tools (ie. Conquest).
- The ability to collaborate well within a team environment.
- 7+ years of experience in the financial services industry preferred with experience presenting large insurance cases ($25,000+ in premium) to advisors and clients.
Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Salary Information
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
