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Director, Practice Management

AT Edward Jones
Edward Jones

Director, Practice Management

Mississauga, Canada

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

Position Schedule: Full-Time

This job posting is anticipated to remain open for 30 days, from . The posting may close early due to the volume of applicants.

The Director of Canada Practice Management & Market Management is responsible for leading the definition, planning and implementation of our Practice Management functions within the Canadian business unit & the Home Office functions required to run market management coordination and regional leadership consulting teams. The director will be responsible for partnering with other leaders across the Canadian Business Unit and enterprise capabilities in order to secure needed resources and collaborate to drive outcomes aligned to the CBU priorities.

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Additionally, the Director will be responsible for assembling, directing, and developing teams (both durable and matrixed) across our enterprise in order to allocate resources (internally and externally) in order to provide positive branch experiences and measure performance of branch teams. Acting as liaison to Performance and Incentives Center of Excellence integration team and various other enterprise-wide capabilities needed to run Canadian Market Management.

Finally, the director would be responsible for reviewing the performance management processes used for financial advisors in Canada.

What you'll do:

  • Establish and integrate the functional areas long term strategy and contribute to the establishment of the strategic direction of Branch Development.
  • Lead a functional area of Coaching, Performance & FCER to deliver results (people and process leadership).
  • Attract, retain, and develop a diverse team of associates so that they can successfully support the financial advisors, BOAs and the firm. Direct responsibility for associate development.
  • Develop people for greater contribution. Develop a team with the right skills and competencies to execute the work.
  • Collaborate with and leverage internal and external relationships to benchmark and ensure competitiveness.
  • Ensure efficient operation of the Coaching and Performance Department. Support the General Partner of the area and work to maintain consistency as the GP role is transitioned.
  • Participate and contribute to firm initiatives as needed.
  • Serve as a liaison for Coaching, Performance and FCER throughout the Division and the Firm.
  • For the appropriate areas, support the Area Teams, Training and Field Coach initiatives and ensure alignment between training, coaching and performance management.
  • Lead the communication between Performance, Coaching, FCER and the Training organization.
  • Act as liaison to other Canadian and US departments within Branch Development, Human Resources, CSG and Compliance.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $168500
Hiring Maximum: $286900

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Read More About Job Overview

Skills/Requirements

What you'll need:

  • Bachelor's degree required. Advanced degree or equivalent experience preferred.
  • A minimum of 10 years of direct experience, 5 of which must be in a leadership role.
  • Strong knowledge of the firm and its business practices and processes.
  • General understanding of other functional areas of Branch Development.
  • Appropriate depth of technical knowledge of respective functional area.
  • Appropriate knowledge of applicable technology for both the functional area and for the firm.
  • Superior communication skills (both verbal and written) with the ability to influence directly and indirectly.
  • Knowledge of change leadership, systems thinking, and integration.
  • Develop an understanding of the impacts changing industry standards may have on the firm as it relates to branch support.
  • Depth of knowledge of principles and practices of a specific field of specialization such as finance, human resources, IS, marketing, etc.
  • Understanding of the FA Training & BOA Training (the program objectives, learning objectives, program design, program content, delivery, and measurement.
  • Financial Services industry and sales knowledge.
  • Knowledge of coaching processes.
  • Knowledge of Firm Conference, Event and Recognition structure.
  • General understanding levers across the firm that can be used to support the branch team in change.
  • Knowledge of the Branch and Region Operating System.
  • Excellent people management skills.
  • Excellent organizational skills.
  • Excellent communication skills.
  • Strong analytical skills.
  • Ability to set priorities.
  • Project Management skills.
  • Effective delegator.
  • Effectively coordinate and manage multiple projects.

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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

Read More About Awards & Accolades

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 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.

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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Client-provided location(s): Mississauga, ON, Canada
Job ID: Edward_Jones-20484_616883080
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Mental Health Benefits
    • FSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Assistance Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement