10 days old

Sr. Solutions Coach (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B Work Remotely
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Do you have a desire to work in a fast-growing team where you can apply your skills to make a difference in the lives of our clients and associates? Are you looking for unlimited opportunities to develop and succeed with work that engages and inspires others?
If you answered YES, the *Senior Solutions Coach* role could be the right opportunity for you.

Primarily Supports our Region Solutions Teams:
o Serving as the primary business consultant to enable the firm's Regional Solutions Teams to accelerate the consistent application of the 5-step process
o Using industry, coaching and development skills to provide objective advice and expertise to help Regional Solutions Teams (CSL, SSC, SSA) and branch teams (new to veteran) in skills needed to achieve business objectives and delivery an ideal client experience
o Proactively diagnosing and providing subject-matter expertise, advice and guidance to help Regional Solutions Teams and branch teams achieve their Region Business Plan objectives
o Delivering timely opportunities in response to the needs of the Regional Solutions Teams

Partners with Client Strategies Group (CSG) Solutions Training and other teams to:
o Implement and ensure the effectiveness of the CSG contribution to FA and BOA training programs
o Lead the strategy, development and delivery of face-to-face, virtual, on-line and other modes of training to branch teams and home office associates on designated topic
o Lead CSG's and the firm's efforts to evolve from product training to client solutions-based training and learning strategy
o Lead targeted, practice management level-based support programs for trimester action plan hand-raisers.
o Lead initiatives and or teams cross departmentally, divisionally and in the field to meet client needs and deepen client relationships.
o Lead, support and participate in collaborating with and leveraging key internal relationships, departments, and divisions, to meet branch team and client needs.



* Understanding of the regulatory landscape and its impacts on the Edward Jones ideal client experience, appointment process, and branch team best practices.
* Providing feedback, coaching, training and guidance to other associates; shares knowledge to help develop others
* Influencing and guiding stakeholders as to effective learning strategy, including training, communication and performance support.
* Uncovering issues and then suggesting and implementing changes to procedures, processes and plans to increase operational efficiency and effectiveness
* Actively contributing to the strategy of the department, area and division
* Articulating and advocating for the work of the department, area and division
* Actively keeping abreast of the changing financial services landscape and recommends appropriate training that addresses any potential risks to the firm





*Qualifications Required in the Job:*
Bachelors degree.
7 + years of experience in respective area or financial services industry.
CSC, LLQP, ACC required
Functional knowledge aligned with area of expertise
Strong written and verbal communication skills are essential
strong interpersonal and advanced project management skills.
organization and time management skills to be able to meet deadlines.
Knowledge of investment products and concepts, practices, and procedures used in the investment industry.
Critical thinking skills and sound judgment are required.
Ability to present issues clearly, focus on desired results to recommend a solution and clearly communicate to business leaders and key stakeholders.
Ability to work independently to meet project goals while keeping key stakeholders and management informed of progress

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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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Posted: 2021-01-12 Expires: 2021-02-21

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Sr. Solutions Coach (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B

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