Senior Training Solutions Specialist

Mississauga, Ontario
Dec 13, 2018
Feb 11, 2019
Job Function
Corporate Finance
Industry Sector
Investment Bank
Employment Type
Full Time

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.

The Senior Solutions Training Specialist role exists on the Solutions Coaching and Training team.

The Senior Solutions Training Specialist role will be responsible for supporting the adoption of solutions-based processes and tools, existing accounts and products, and for coordinating across multiple stakeholders, and collaborating with senior SMEs:

• Influence and assist in the creation and delivery of the division's learning strategy and training to apply the 5-step process, primary client needs, product knowledge and client segmentation, including advanced advisory and insurance training as well as targeted, support programs for trimester action plan hand-raisers.

• Collaborate with Branch Training as a subject matter expert to ensure Solutions Based content in new FA training is aligned across the firm and reflects the most current and relevant content and placement.

• Represent the team and department on division and firm-wide committees and projects.

Required Qualifications:


• 7 years of experience in respective area or financial services industry.

• Bachelor’s degree, master's degree preferred.

• All securities licenses required by area must be obtained within 6 months of hire; industry specific designations or certificates as required by department should be completed and maintained.

• Broad understanding of Edward Jones structure and the support provided by the home office.

• Functional knowledge of investment products and concepts, practices, and procedures used in the industry.

• Solid knowledge of how CSG and Branch Development departments operate


• Strong ability to clearly articulate client needs and how the branch and client arrive at the comprehensive solutions to include all relevant solution-based processes, tools and product recommendations.

• Strong written, verbal, communication, and presentation/facilitation skills; previous live training or presentation experience required.

• Ability to apply knowledge of Edward Jones business model, philosophies and values.