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Edward Jones

Manager - Operations

Mississauga, Canada

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Full-Time

In the Operations division at Edward Jones, you will focus on creating the ideal client and branch experience. From account opening, to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you will continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.

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As a team leader in Canada Operations, you will be responsible for overall performance of the team including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations. Additional responsibilities include identification and implementation of process improvement solutions and partnering with other divisions to improve the branch and client experience.
Responsibilities:

  • Full management responsibility for a diverse team of as many as 15 associates. Manages non-exempt and exempt associates and may involve distance leadership.
  • Must understand the team and department functions, processes, and/or systems supported by the team and department within 6 months of hire, and be an expert on the team's systems, processes, and/or functions within 12 months of hire.
  • Must be knowledgeable of and responsible for the development and performance of key systems in Canada.
  • Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, deadline driven environment.
  • Must anticipate, analyze, recommend, and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.
  • Must have the ability to identify risks and design and implement effective controls to mitigate risks.
  • Provide timely communication of relevant data to senior leadership for decision making.
  • Establish and maintain effective communications and relationships across multiple areas and stakeholder groups.

Skills/Requirements

  • Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance, or management are preferred, but other concentrations will be considered.
  • CSC and CPH required within 89 days of start date
  • Two or more years financial services industry or accounting experience, with operations experience strongly preferred. Leadership and/or audit experience is a plus.
  • Must have a basic understanding of major functions in Canada brokerage Operations, including books and records, trades, packaged products, and processing of cash, securities, and accounts.
  • Must have strong collaboration skills and effective problem solving, decision making and critical thinking skills.
  • Effective communication skills in both written and verbal mediums with an ability to tailor the messaging for a wide audience.

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.

#LI-HO

Client-provided location(s): Mississauga, ON, Canada
Job ID: Edward_Jones-20484_1618382493
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