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Director of Optimization and Enablement, Canada Operations

Headquarters

  • HybridTypically expected to work in an Edward Jones Home Office location three days a week View More

Mississauga, ON

Job# 107160BR

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You could say we’re at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future – in the here and now.

  • Position Schedule: Full-Time

    A Director of Optimization and Enablement in Canada Operations plays a pivotal role in ensuring that operational teams—led by the Head of Core Operations and the overall Canada Operations GP—are equipped, aligned, and empowered to deliver both day-to-day excellence and long-term strategic transformation. This is achieved by leading a high-performing team focused on strategic enablement, project and portfolio leadership, subject matter expertise, operational optimization, and technology and vendor management. This role will provide strategic leadership at the Canada Operations level, shaping business direction, managing risk, and influencing strategy, organizational structure, and talent development. This role will succeed through careful orchestration and collaboration with senior digital leaders, strategic vendors, and a wide range of internal partners including but not limited to Finance, Technology, Infrastructure, Architecture, Security, Digital Product Management, Cloud, Data, AI, Compliance, Wealth Management and Field Management.
    Key Responsibilities:

    • Strategic Enablement: Align operational capabilities with the strategic objectives of the Canada Business Unit and the broader firm. Lead the development and execution of business plans, including the creation and delivery of a roadmap for technology and tool enhancements. Propose and implement solutions in close partnership with Canada Operations senior leaders and the Canada Operations GP to support both regulatory compliance and growth-oriented initiatives. Collaborate with key stakeholders across Operations, Technology, Compliance, Legal, Wealth Management, and other functions to ensure all initiatives are scalable, compliant, and centered on delivering an exceptional client and advisor experience.
    • Project & Portfolio Leadership: In the context of Canada Operations, oversee a portfolio of mid- to large-scale initiatives, both mandatory (e.g., regulatory) and discretionary (e.g., platform modernization). Ensure effective project governance, resource allocation, and budget management. Provides oversight of project tracking tools (e.g., Clarity) and reporting to ensure transparency and accountability.
    • Operational Optimization: Identify and implement process improvements in partnership with Canada Operations senior leaders to enhance efficiency, reduce risk, and improve client and advisor experiences. Leads quality assurance, control testing, and risk mitigation efforts across brokerage operations. Drives continuous improvement through data analysis, feedback loops, and performance metrics.
    • People Leadership & Capability Building: Lead a high-performing team that supports both run-the-business and change-the-business efforts. Mentor and develops talent, fostering a culture of innovation, accountability, and collaboration. Ensure teams have the tools, training, and support needed to succeed
    • Stakeholder Engagement: Works in partnership with leaders/areas within the division (includes directors, GPs and various levels of executive leadership), across divisions, and externally with vendors, regulators, strategic partners and auditors, to execute objectives and impact current business results.
    • Workforce Management: Strategic Workforce Management to develop and implement an annual staffing strategy that supports successful achievement of objectives in their specific area of responsibilities, including but not limited to leaders, associates, contractors, and vendor partners.
    • Technology & Vendor Management: Partner with internal tech teams and external vendors to deliver solutions (including run-the-business enhancements) that support operational goals. Evaluate and govern vendor relationships to ensure service quality, compliance, and value delivery. Champion the adoption of new tools and platforms that enhance operational capabilities.
    • Financial Stewardship & Governance: Understands firm financials and areas contribution including key drivers. Accountable for certain aspects of financial budget and activity manages key drivers to ensure adherence to budget. Financial stewardship mindset and leads with understanding financial implications and risk/benefit to business decisions. Critical thinking applied to identify OE and FTE savings
    • Manage Escalations and Exceptions: This is the position to which high-risk, high complexity decisions are escalated for consultation.
    • Industry Involvement: Actively participates on various Industry Committees and drives industry initiatives to proactively address regulatory or client service matters

    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.

    Hiring Minimum: $134400

    Hiring Maximum: $228800

    • 11+ years leadership preferred
    • 15+ years financial industry experience preferred
    • Bachelor’s Degree
    • Master’s Degree
    • Canadian Practice Handbook (CPH) held or obtained within 6 months
    • Canadian Securities Course (CSC) held or obtained within 9 months
    • Insurance Life License Qualification Program (LLQP) held or obtained within 1 year
    • Partner, Director, Sr Officer Course (PDO) held or obtained within 18 months
    • In depth knowledge of brokerage operations and financial industry processes(security processing, cash processing, trade operations, packaged products, corporate actions,safekeeping, client reporting and custody), procedures, relevant rules and regulations, and automation within brokerage operations.
    • In-depth risk management associated with new and existing process, product and service development and management.
    • Brings strong technology acumen, with the ability to assess, influence, and implement automation and digital solutions that enhance operational efficiency and scalability. Must also have a solid understanding of the firm-wide risk and control structure and how technology can be leveraged to strengthen it.
    • Financial stewardship mindset and leads with understanding financial implications and risk/benefit to business decisions.
    • Critical thinking applied to identify OE and FTE savings. Understands firm financials and areas contribution including key drivers.
    • Demonstrated ability to identify emerging gaps in systems, capacity, control environments, regulatory compliance, and associate capabilities, and to proactively develop new procedures and systems to ensure compliance and operational resilience.
    • Expert in collaboration & team skills; with a focus on cross-group collaboration.

    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

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    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.

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

  • Our branch teams – including our BOAs – play a critical role in getting to know and truly understand each client.

    Penny Pennington

    Managing Partner

ASSOCIATE TESTIMONIAL

Experience Purpose at Edward Jones

At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Bryan Roady, Senior Product Delivery Manager, on the culture at Edward Jones and how he’s supported in his role and division to promote healthier futures.

Career Progression

Career Progression

Career Progression

Career Progression

Career Progression

  • Small group meeting of professionals listening to one male speak.

    It’s like professional development in the world’s largest sandbox.

    Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.

  • A man and woman looking down at a mobile phone.

    Extra compensation when you need it most – with no ceiling on how much you can earn.

    And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?

    “As hard as I want to work determines how successful my business can be.”
    – Mark Audet, CFP Financial Advisor – St. Louis

  • Your new career comes with support from day one.

    At Edward Jones, we support you with resources and training from day one. You’ll be joining a firm that is consistently recognized and awarded for our training. We believe you’ll see our investment in you as one of the best parts of working at Edward Jones. When you join the client team in your local branch, you won’t be on your own.

  • Two women standing at a desk and looking at some papers.

    Come as you are. We will teach you everything you need to know.

    Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.

  • Team of coworkers in a brainstorming session.

    Put your talent to the test – Working with the industry’s best.

    There’s no better way to flex your skillset than working with the best. And you will find the best here. We aggressively recruit a vast array of top talent that help us innovate. And build the tools and systems that support our goal of being the #1 choice for the serious long-term investor. Our clients’ needs are becoming more complex. They have high expectations for a personalized user experience that puts them in control – so they can feel confident managing their financial lives. You won’t be competing with your colleagues to develop the next breakthrough technology. We are a team. Some say a family. And our collaborative culture permeates every aspect of our firm. Including tech innovation. Everyone is working toward the same goal: to create technology to make it easier for our clients to do business with us. And when any of us succeed, it’s a win for all of us.

  • Business people studying statistic report using laptop in the office.

    Your colleagues will inspire you. And hold you accountable.

    Our vast resources, solid reputation and commitment to making a meaningful difference in people’s lives attract next-level talent that creates an inspiring work environment. You won’t just be working alongside some of the industry’s best – you will be collaborating with them. Our relationships with our clients and each other are, in a word, authentic. And we hold ourselves accountable to both. Building products, services and technologies that strip out the complexity for our branch teams – and elevate our client-centric experience.

  • Business People Having a Meeting in the Board Room

    You can see the future. Because you’re building it.

    Our client-first focus comes with a promise: to think like them, not just about them. So much so that we can anticipate their needs before even they do. How? By staying ahead of changing regulations and mitigating risk for over 7 million clients. Developing new tools and technologies. Creating data driven innovative business solutions. And building automation, agility and nimbleness into our workflows. So we can pivot on a dime. Prepared to solve future challenges before they ever arise.

Career Progression

Career Progression

  • Multi-ethnic group of cheerful business people standing by window in office and communicating.

    Start here. Grow your career.

    Service and Operations are known as places that grow and develop top talent at the firm. When you join our large divisions, you’ll have many opportunities to learn outside of your role. We have specialized focus areas, all waiting for you to expand your knowledge and contribution. Develop your skills. Work in many settings. And move down the path that interests you most. As your skills grow, your leader may recommend you for opportunities in other areas. Selflessly losing top talent – all in the name of your development. And the success of the firm.

    Multi-ethnic group of cheerful business people standing by window in office and communicating.
  • Two women reviewing documentation

    Find your niche. We insist.

    Investment Products & Strategy is home to many areas of expertise. This works to your advantage. And supports your professional development. Working in research but curious about trusts? Check it out. Hired in banking but a trader at heart? Give it a try. Passionate about finding innovative ways to help clients protect their goals? Your leaders will encourage you to explore. Mentor you. And connect you with other leaders and colleagues who can show you the way. And you and your leader will have meaningful, performance and development discussions throughout the year. Not only at your annual review. So as your interests evolve, your leader can help you find the next opportunity. So you can find your niche.

    Two women reviewing documentation

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

  • The strength in the solutions we create for our branches and clients comes from seamless integration of our tools; this integration requires close collaboration and communication. As I continue to serve Edward Jones in key initiatives, I know that my network of advocates will continue to grow.

    Chris Koo

    Firm Strategic Enablement Office

    St. Louis Headquarters

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

ASSOCIATE TESTIMONIAL

  • Grow your skills – And find your passion.

    Your professional development is our priority. World-class training, mentoring and continuing education – that’s a given. But you can expect so much more. Digital transformation throughout the firm creates a steady stream of opportunities for you to stretch your skills. In different tech areas – and different business areas. We promote collaboration and movement between divisions and departments. And encourage you to understand the business drivers by plugging you into design sprints, research projects and situations where you can see our workflows firsthand. Helping you find your passion, with so many paths to get there.

  • Professional male and female sitting and talking while viewing a portfolio.

    Bring your skills and experience here. We’ll find a place to put them to work.

    Tech? HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.

ASSOCIATE TESTIMONIAL

  • A smiling business woman with arms crossed.

    When it comes to your compensation, we want to be clear.

    #1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.

    #2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.

    #3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.

  • A smiling woman and man seated at a table engaged in discussion with another man.

    Our partnership structure frees you to focus on your clients.

    Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.

    A smiling woman and man seated at a table engaged in discussion with another man.
  • Two men shaking hands

    Transitioning your practice is a difficult decision. We’re here to help.

    Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.

  • A smiling woman looking at paperwork at her desk.

    Investing in You

    As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.

  • Two business women collaborating over paperwork

    Investing in You

    As a valued branch team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and supports the well-being of you and your family.

Upcoming Events

Due Diligence for Registered Advisors - Coral Gables
April 15 @ 5:00 pm
April 17 @ 1:00 pm
1200 Anastasia Avenue
https://www.cvent.com/d/t3q106
Planning with Purpose: The Human Side of Succession
April 8 @ 3:30 pm
April 8 @ 4:00 pm
https://www.cvent.com/d/43qw8c

Upcoming Events

Financial Advisor Opportunity for Career Changers Webinar
April 29 @ 12:00 pm
April 29 @ 12:45 pm
https://www.cvent.com/d/43qrq6
  • Mississauga or even your home.

    Opportunities are available in our Canadian headquarters in Mississauga, ON, and we offer flexible work policies which allow some associates to work from home.

    Exterior night photo of an Edwards Jones headquarters building.
  • Headquarters Events

    Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.

    Female and male listening to a speaker in a casual, lobby setting.

Ready to take the next step?

Awards & recognition

U.S Chamber of Commerce Foundation 2025 Corporate Citizenship Awards

U.S. Chamber Foundation Citizen Award 2025

2025 U.S. Chamber of Commerce Foundation Corporate Citizen Award, category of Best Health and Wellness Program, published October 2025, data as of June 2025, application fee required for consideration.

Fortune Best Workplace for Women 2025

Edward Jones 2025 Fortune Best Workplaces for Women by Fortune and Great Places to Work®

Fortune®, 2025

2025 Fortune Best Workplaces for Women, published October 2025, research by Great Place to Work, data as of August 2024. Compensation provided for using, not obtaining, the rating. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.

Fortune Best Workplaces in financial Services and Insurance 2025

Fortune, 2025

2025 Fortune Best Workplaces in Financial Services & Insurance, published September 2025, research by Great Places to Work, data as of August 2024. Compensation provided for using, not obtaining, the rating. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.

Training APEX Awards 2025 Winner

Training APEX Award 2025

2025 Training Magazine APEX Awards, published February 2025, data as of September 2024. An application fee was required for consideration.

2025 people companies that care

People Magazine 2025

2025 People Companies that Care, published People Magazine September 2025, research by Great Places to Work, data as of August 2024. Compensation provided for using, not obtaining, the rating.

Fortune 100 Best Companies to Work for 2025

Fortune®, 2025

2025 Fortune 100 Best Companies to Work For, published April 2025, research by Great Places to Work, data as of July 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©2025 Fortune Media IP Limited. All rights reserved. Used under license.

Fortune World's Most Admired Companies 2025

Fortune®, 2025

2025 Fortune World’s Most Admired Companies™ list published January 2025, in partnership with Korn Ferry, data as of November 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©2025 Fortune Media IP Limited. All rights reserved. Used under license.