Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Flexible Work Options: Hybrid
The team will be comprised of licensed Portfolio Managers and an Associate Portfolio Manager (APM) who are experts in portfolio design, asset allocation, security selection and implementing tactical allocations within the portfolio. They will partner with other Advice & Guidance teams, including Investment Manager Research, the US Portfolio Management team and the Asset Allocation team, to bring Edward Jones’ best thinking to life while effectively accounting for and addressing the unique nuances and structure of the Canadian market. The team will manage client assets in a manner consistent with Edward Jones’ investment philosophy, adhering to its established investment process and regulatory considerations, and deliver performance that meets or exceeds expectation on behalf of clients.
Key Responsibilities:
- Execute rigorous fundamental and quantitative research on individual companies and industry sectors to identify high-conviction equity opportunities specifically for the Edward Jones Proprietary SMAs, including financial modelling and determining intrinsic value of companies
- Support the Canadian Portfolio Management Team (PMT) in conducting in-depth research and analysis to optimize asset allocation across different asset classes (including equities, fixed income, alternatives and cash) and preparing investment recommendations for Edward Jones Model Portfolios, SMAs and UMAs
- Serve as an investment subject matter expert and deliver high quality recommendations to support the Canadian PMT areas of influence and support other areas of the organization in pursuit of firm objectives.
- Contribute to the investment decision making process by assisting in the asset allocation implementation, portfolio construction and manager/security selection process, including proposing recommendations for the MyCompass Model series.
- Work in partnership with Investment Strategy, Portfolio Solutions, Research, Investment Risk Group, Asset Allocation Team, and other internal stakeholders and committees in making better informed decisions consistent with the firm’s long-term strategy
- Deliver effective written and verbal communication on investment ideas and industry knowledge to financial advisors, clients, internal departments, and firm leaders (as needed). This includes the ability to create and deliver timely, insightful and technical presentations on Edward Jones’ managed portfolios.
- Actively look for opportunities to improve and further develop knowledge around portfolio construction, risk, asset allocation, investment managers, and markets
- Serve as a deep SME and deliver high quality insights and answers to financial advisors and internal departments by responding to information requests
- Responsible for translating Canadian PM team insights and decisions into client and branch facing content on a recurring basis; including writing quarterly commentary, fact sheets, model sheets, security/manager changes and supporting rationale. Content is highly technical but communication must be easy to understand for the end user.
- Act with integrity, diligence, and due care in supporting the design, implementation, and ongoing oversight Edward Jones’ Managed Accounts by ensuring all investment recommendations meet our fiduciary standard, regulatory obligations and prioritize clients’ best interests
Hiring Minimum: $115900
Hiring Maximum: $197300
Skills/Requirements
- Bachelor’s Degree in related field
- 6-10 years of experience
- CFA required
- Licensed Associate Portfolio Manager (with CIRO)
- MBA and CFP preferred
Knowledge and Skills Requirements:
- Experience in fundamental equity analysis, including analysis of industry attractiveness and single stock valuation through creation and maintenance of financial models. This includes ability to build and maintain financial models that examine historical trends and project future earnings and cash flows.
- Experience and knowledge of various types of investments, asset classes, and interpreting economic data.
- Knowledge of asset allocation, portfolio construction, and portfolio risk management
- Knowledge of various types of investments, asset classes, and financial markets
- Knowledge of mutual fund and money management industry; knowledge of various managed investments including mutual funds, ETFs, UMAs, and separately managed accounts
- Understanding of taxes and financial planning related items
**Candidates that live within a commutable distance from our Mississauga home office location are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Mississauga home office location are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Awards & Accolades
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
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.
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.
Edward Jones Managing Partner
Career Progression
Career Progression
Career Progression
Career Progression

It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.

Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis

Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
Associate Testimonial

Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
Associate Testimonial

When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.


Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.

Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
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How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
Associate Testimonial
Upcoming Events
Upcoming Events
Upcoming Events
Upcoming Events

Mississauga or even your home.
Opportunities are available in our Canadian headquarters in Mississauga, ON, and we offer flexible work policies which allow some associates to work from home.

Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.

Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

Webinars
Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Explore Our Webinars

Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
Other Job Opportunities
*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.























