Experienced Financial Advisor Transition Consultant

This job posting is anticipated to remain open for 30 days, from 23-Sep-2026. The posting may close early due to the volume of applicants.

The EFA Transition Consultant is responsible for delivering a high-touch and often in-person onboarding and transition experience for Experienced Financial Advisors (EFAs) joining Edward Jones Canada.

Acting as the primary transition partner, the EFA Transition Consultant works closely with advisors and their teams from offer acceptance through the first four months of employment to ensure a smooth, compliant, and successful transition.

Serving as a trusted consultant and strategic partner, the EFA Transition Consultant helps experienced advisors successfully transition their practice, clients, and business operations to Edward Jones. This role provides personalized guidance, coaching, and transition support designed to accelerate advisor integration, productivity, and long-term success.

This role combines project management, operational expertise, relationship management, and change leadership to support advisor integration, client asset transfers, account onboarding, and adoption of Edward Jones systems, processes, and culture.
The specialist partners closely with advisors to establish effective business practices, client engagement strategies, service models, operational workflows, and routines that support a successful transition and growth trajectory within the firm.
The EFA Transition Consultant serves as a trusted advisor and central point of coordination among field leadership, home office departments, and operational support teams to help advisors successfully transition and grow their business.

Key Responsibilities

• Partner with experienced financial advisors and their teams throughout the onboarding and transition journey.

• Coordinate onboarding activities and transition milestones across multiple business areas.

• Facilitate account opening, client onboarding, and asset transfer processes while ensuring adherence to firm policies and regulatory requirements.

• Serve as the primary point of contact for advisors during their transition period.

• Consult with advisors on practice integration strategies, including client engagement approaches, service models, business workflows, and operational best practices.

• Help advisors successfully transition their existing book of business while minimizing disruption to client relationships and service delivery.

• Coach advisors and support staff through organizational, operational, and cultural changes associated with joining Edward Jones.

• Provide proactive guidance and recommendations to help advisors navigate systems, processes, resources, and available support networks.

• Identify potential transition risks, barriers, and opportunities, and develop solutions that support successful advisor outcomes.

• Partner with advisors to accelerate time-to-productivity, client onboarding, asset transfer activity, and overall business growth.

• Coordinate with field leaders, compliance, operations, registration, technology, and other home office teams to ensure a seamless transition experience.

• Monitor progress, resolve issues, and communicate updates to key stakeholders throughout the onboarding process.

• 5+ years of experience in financial services, advisor support, branch operations, onboarding, client transitions, project management, or a related field.

• Experience supporting advisors, clients, or business transition activities preferred.

• Experience working across multiple business functions and stakeholder groups.

• Experience consulting with financial advisors, supporting practice management initiatives, or leading advisor business transition activities preferred.

• Experience coaching, influencing, or guiding professionals through organizational or operational change preferred.

This opportunity is currently limited to associates based in Canada. Candidates must be authorized to work in Canada and be located within Canada at the time of hire.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.