Transition Consultant for Experienced Financial Advisors

Edward Jones in Canada seeks an EFA Transition Consultant to deliver a high-touch onboarding and transition experience for Experienced Financial Advisors joining Edward Jones Canada.

You will partner with advisors from offer acceptance through four months, guiding client transfers, account setup, and adoption of Edward Jones systems, processes, and culture.

This role blends project management, relationship building, and change leadership to support advisor growth and client service.