Wealth Consultant II

worth clients.

They will 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), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.

They will also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk.

The Wealth Consultant actively engages as a high-performance team member. They have a commitment to continuous growth, strong communication and collaboration skills.
Responsibility Summary:

• Develop solutions-based wealth planning strategies for high-net worth clients with complex needs using a team approach

• Personalize strategies to provide expert knowledge around issues affecting affluent clients, including but not limited to pension plans, holding companies, and charitable donations

• Simplify complex strategies to assist branch teams and clients

• Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors

• Contribute to division objectives, projects and initiatives in order to better serve branch teams and high-net worth clients

• Provide support to senior wealth strategists in preparation of client deliverables.

• May provide ongoing feedback, coaching, training and guidance to Edward Jones associates and shares knowledge to help develop other associates.

• Serve as relationship manager for internal firm stakeholders

Skills/Requirements

Required:

• Bachelors degree preferably in Business, Finance or Accounting

• Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec)

• CIRO licensed

• Strong consideration given for CIM, CFA levels 1 or 2 or CFA

Desired:

• Professional designations such as CPA, LLP, JD, TEP

• Life insurance license

• Estate and/or tax courses

• Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning

• Strong presentation and communication skills especially including the ability to present complex financial strategies in a manner that is easily understood

• Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.

• Proficiency with Microsoft Office, virtual meeting and financial planning software tools.

• The ability to work well within a team environment.

Years of Relevant Experience:

• a minimum of 5-7 years experience as a high net worth financial planner

Please note: This position will support advisors in Western Canada, therefore a willingness to work Central or Pacific time hours is required.

Awards & 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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

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