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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
The Senior Consultant, Practice Optimization & CST Advancement serves as a trusted advisor to Canadian financial advisors, branch teams, and field leaders, helping them improve team effectiveness, leadership capability, capacity, and overall business performance. This role combines consulting, facilitation, and strategic program leadership to support the evolution of branch team practices and enhance advisor and client outcomes. The successful candidate will partner with leaders and teams to diagnose challenges, identify opportunities, and implement practical solutions that strengthen team performance and effectiveness. In addition to consultation responsibilities, this role leads key projects/programs focused on branch team evolution, leadership development, coaching, capacity optimization, and practice effectiveness.
Key Responsibilities
Consulting & Team Effectiveness
- Consult with financial advisors, branch teams, and leaders to assess opportunities related to team effectiveness, capacity, leadership, and practice growth.
- Review branch business plans, practice diagnostics, and advisor segmentation data to guide recommendations and action planning.
- Facilitate discussions that help teams clarify roles, responsibilities, priorities, and leadership expectations.
- Support teams in navigating change, resolving challenges, and improving overall effectiveness.
Facilitation & Leadership Development
- Lead workshops, team discussions, and facilitated sessions with advisors, branch teams, and leaders.
- Build alignment among stakeholders and guide productive conversations around complex business and team challenges.
- Coach leaders on leadership effectiveness, accountability, communication, and team performance.
Program/Project Management:
- Lead or support key programs, projects, and pilot initiatives that advance branch team effectiveness, leadership development, and practice management capabilities.
- Partner with field leaders and home office stakeholders to implement, evaluate, and continuously improve existing and emerging solutions.
- Manage program deliverables, stakeholder engagement, communications, and adoption activities.
- Monitor outcomes, gather feedback, and recommend enhancements to improve effectiveness and participant experience.
- Support the evolution of branch team support models, consulting practices, and leadership development programs.
Skills & Qualifications
- Bachelor's degree (minimum)
- Minimum 5-8 years of experience in financial services, business consulting, practice management, organizational effectiveness, leadership development, project/program management, or a related field.
- Experience facilitating discussions, workshops, or consultations with leaders, teams, and stakeholders.
- Experience leading or supporting initiatives, programs, projects, or pilot implementations.
- Strong analytical and problem-solving skills with the ability to assess business needs and develop practical recommendations.
- Ability to build credibility and influence stakeholders without direct authority.
- Strong verbal, written, presentation, and facilitation skills.
- Demonstrated ability to manage multiple priorities and work effectively in a fast-paced, evolving environment.
Preferred Experience
- Financial Advisor, Branch Team, Field Leadership, or Practice Management experience.
- Knowledge of advisor business planning, practice diagnostics, advisor segmentation, branch team structures, and capacity optimization.
- Experience consulting on team effectiveness, leadership development, organizational effectiveness, change management, or business performance.
- Experience facilitating conversations involving role clarity, team dynamics, accountability, leadership effectiveness, and conflict resolution.
- Experience designing, implementing, or evolving business processes, programs, or service models.
- Professional certifications in facilitation, project management, organizational development, change management, or related disciplines.
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
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.
