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Senior Practice Management Consultant

Edward Jones
Remote, CAN
Full-time
Senior · 6+ years experience
Remote
Discovered 3 weeks ago
Free

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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.

Position Requirements

  • Bachelor's degree
  • 6+ years of experience in coaching or consulting
  • Strong understanding of financial services industry practice, including business models, compensation structures, client service strategies, and financial planning processes.
  • Preferred: Advanced knowledge of Practice Management standards, team design, client service models, branch operations, and market dynamics.
  • Working towards or completion of Canadian Securities Course
  • Prior experience in a wealth management practice or designations such as CFP or coaching certifications could set you apart

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