Product Analyst

Edward Jones

3.8

(16)

Mississauga, Canada

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #20484_522967222

    Position summary

    part in that journey and in our ability to enhance and deliver on our value proposition.

    The Canada Products team at Edward Jones Canada is responsible for the overall strategy, assessment, and support of investment and insurance products and advisory platforms on behalf of our branch teams and clients. The team works closely with other areas of the firm as well as outside vendors to build and deliver leading solutions that allow us to serve our ideal clients more deeply.

    You are self-motivated and have a demonstrated ability to think creatively, identify opportunities and risks, recommend solutions, and support decision making rooted in facts will help us achieve our objectives. You will work cross-functionally to ensure the delivery of products, solutions, and information our branches need to attract and retain ideal clients.

    In return, you'll have the opportunity to expand your career with an exciting team and a growing firm whose purpose is to partner for positive impact.

    Flexible Work Arrangements available: onsite, hybrid, or home-based.

    Responsibilities

    • Conduct base-level analysis (features, benefits, price, performance, investment philosophy, risk, product fit, etc.) and make recommendations for product shelf and platform consideration

    • Provide subject matter expertise and interpretation of product/industry (internal and external sources) data, analysis, and identify impactful topics/themes

    • Work in a matrix environment to address the needs of several stakeholders as initiatives and projects arise

    • Support department with intermediate level expertise across various aspects of Product Management, including supply/demand, regulatory and risk management, innovation, product partner relationship management, and systems, tools, and processes.

    • Relationship management support in day-to-day interactions with various third-party product partners

    • Develop branch-facing content/communications and increase branch engagement with tools and resources

    • Interface with Branches, Service, and Operations and triage/manage issues as they arise as well as incorporate feedback into the delivery of better branch and client experiences with products/platforms

    • Develop and execute routine and proactive activities/strategies in execution of the business plan

    • Investigate feasibility of new products and platforms that address current and future client needs

    • Extract and assess data from internal and external sources to identify opportunities and mitigate risks

    **This is a contract position for approximately 18 months. It is full-time hours at 40 hours per week during that time.

    Skills/Requirements

    • Bachelor's degree

    • Advanced degree and/or financial services industry certification considered an asset

    • Canadian Securities Course (CSC) required within 6 months of hire

    • Has firm or financial industry experience (minimum 5 years in respective product or industry experience)

    • Experience with any of mutual funds, ETFs, insurance products, investment advisory products/platforms

    • Must possess strong personal initiative and interpersonal skills

    • Must possess strong written and verbal communication skills

    • Must be able to create and deliver professional presentations internally and externally

    • Must be able to answer routine product questions on the spot

    • Must possess product/technical knowledge and understanding of current regulatory environment and/or other pertinent changes that affect the product lines supported

    • Proficiency with Microsoft Excel (including Macros) and PowerPoint

    • Experience working with reporting software, industry tools and systems such as Morningstar Direct and Advisor Workstation, Enterprise Data Warehouse technologies and tools such as Oracle and SQL, and visualization tools such as Hyperion would be an asset

    • Data acumen - ability to transform data, draw insights, build concise stories from the data, and recommend relevant and impactful action to support business needs

    Awards & Accolades

    • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
      • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
    • 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
    • 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
      • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
        • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

    About Us

    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

    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.

    #LI-HO

    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.