Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

The Professional Development Specialist I is responsible for supporting Financial Advisors, Financial Advisor trainees, Client Support Team member and Home Office associates as they pursue regulatory and elective courses/professional designations to build their foundational industry knowledge, and business acumen. The Specialist will partner with business leaders, associates, and third-party vendors to ensure the development program continues to evolve to meet the needs of our branch teams and clients. The Specialist will lead and support moderate to large scale bodies of work associated with the various courses.

Key Responsibilities:

Provide 1:1 and group support to branch team members as they navigate courses on path to achieving a regulatory/elective professional designation. Helping them develop necessary knowledge, skills, attitude and behavior to build and grow their professional practice.
Provide study support, coaching and encouragement to those completing the regulatory courses required to become both CIRO Securities and Insurance licensed representatives. The courses include:
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Life License Qualification Program (LLQP)

Ensure that all trainees receive a professional onboarding experience and are equipped with the required equipment, course materials, and resources necessary to complete their studies successfully.
Collaborate with other Branch Development (BD) stakeholders to develop tailored learning plans that consider individual trainees' (i.e., experienced advisors, industry professionals and career changers) client transition periods and study requirements.
Contribute to and provide coverage for our broader designations support, as needed, helping ensure business continuity when it comes to field support.
Execute and lead various projects that support Onboarding and act as a representative for the department across the firm.
Design, develop, and deliver engaging, multi-modal learning experiences that lead to learner adoption through a focus on moments that matter applications and activities that enable performance-based outcomes.
Partner with learning and development colleagues, end-users, stakeholders, and leaders to design, develop, and deliver impactful learning and development solutions that achieve business outcomes.
Creating and maintaining digital assets to enhance regulatory study and professional development programs
Leading and supporting moderate to large scope bodies of work within Regulatory Study, at times spanning multiple areas, divisions, and outside vendors.
Identifying, recommending, implementing, and maintaining solutions that support Regulatory Study and our Onboarding Program processes and strategies. Ensuring scope, timeline, and quality objectives are met while identifying and overcoming obstacles related to the implementation of strategies.

Skills/Requirements

Position Requirements:

CSC, CPH and LLQP required (WME preferred)
Bachelor's degree preferred
Financial Services Professional Designation is advantageous (e.g. CFP, QAFP, PFP, CIWM, CFA).
Solid understanding and knowledge of the Canadian regulatory educational requirements.
Knowledge of the financial industry
3+ years experience in designing, developing, curating, delivering and coaching adult learners, including counseling and providing feedback, in a distance learning format.

Knowledge, Skills and Abilities:

Ability to use and learn a wide variety of digital tools and platforms, from standard tools such as Microsoft Office, to administrative systems, to basic content creation
Excellent coaching and consulting skills
Strong written and verbal communication skills with home office and field audiences, including senior leaders, with the ability to conduct engaging presentations
Ability to influence without authority using empathy and data
Demonstrated ability to champion innovation and change
Strong planning, organizing, and time management skills to work on multiple tasks, juggle priorities, and track program performance working as part of a distributed remote team
Agility to work independently, learn quickly, and apply learnings from previous experiences
Understanding of the Firm's values, beliefs, policies, and procedures
Strong organizational skills including the ability to track multiple program participants
Has displayed ability to work on multiple tasks, juggle priorities and monitor one's own progress
Ability to confidently discuss situations and recommendations with Firm leadership including General Partners
Conflict resolution skills
Possess strong communication skills for face-to-face, group presentations and 1:1 consulting by phone and video conference
Understand Human Resources and Compliance policies

Awards & Accolades

100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
  - Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

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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