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 Investment Management Department is a core part of Edward Jones’ Wealth Management and Field Management Division, advancing the firm’s mission of deeply serving clients by equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, the Asset Allocation Team plays a central role in shaping the firm’s investment strategy through the development of capital market assumptions, strategic and tactical asset allocation decisions, and multi-asset portfolio positioning frameworks.
This is a high-impact opportunity to join a collaborative, forward-looking team at the forefront of the firm’s investment strategy. In this role, you will directly influence the strategic and tactical positioning of the firm’s model portfolios while helping shape asset allocation frameworks across investment programs and business segments. You will develop the analytical frameworks, quantitative foundations, and investment disciplines that support portfolio management across the organization. Through robust modeling, disciplined analysis, factor-based frameworks, and evidence-based decision-making, you will help evolve the firm’s asset allocation capabilities and evaluate, prioritize, and recommend new asset classes, investment strategies, and sources of return aligned with Edward Jones’ long-term strategy and investment philosophy. Success will be measured by the quality of the investment frameworks, capital market assumptions, and asset allocation decisions that support portfolio outcomes across the firm’s investment programs.
In this role, you will help shape strategic and tactical asset allocation decisions by developing capital market assumptions, quantitative models, and investment frameworks that influence portfolio positioning across the firm’s investment programs. You will partner across Investment Management, Product Review, Financial Planning, and other stakeholders to build the analytical foundation for portfolio strategy. The role requires balancing quantitative rigor with sound investment judgment to develop recommendations that can be applied consistently across a large and diverse client base.
Key Responsibilities:
This is a high-impact opportunity to join a collaborative, forward-looking team at the forefront of the firm’s investment strategy. In this role, you will directly influence the strategic and tactical positioning of the firm’s model portfolios while helping shape asset allocation frameworks across investment programs and business segments. You will develop the analytical frameworks, quantitative foundations, and investment disciplines that support portfolio management across the organization. Through robust modeling, disciplined analysis, factor-based frameworks, and evidence-based decision-making, you will help evolve the firm’s asset allocation capabilities and evaluate, prioritize, and recommend new asset classes, investment strategies, and sources of return aligned with Edward Jones’ long-term strategy and investment philosophy. Success will be measured by the quality of the investment frameworks, capital market assumptions, and asset allocation decisions that support portfolio outcomes across the firm’s investment programs.
In this role, you will help shape strategic and tactical asset allocation decisions by developing capital market assumptions, quantitative models, and investment frameworks that influence portfolio positioning across the firm’s investment programs. You will partner across Investment Management, Product Review, Financial Planning, and other stakeholders to build the analytical foundation for portfolio strategy. The role requires balancing quantitative rigor with sound investment judgment to develop recommendations that can be applied consistently across a large and diverse client base.
Key Responsibilities:
- Drive the development and enhancement of the firm’s strategic and tactical asset allocation frameworks, shaping portfolio positioning across model portfolios and other investment programs.
- Lead the ongoing development and refinement of capital market assumptions supporting asset allocation decisions across the firm.
- Strengthen the tactical asset allocation process through enhanced modeling techniques, decision frameworks, and investment decision-making capabilities.
- Advance factor investing capabilities by evaluating risk premia, systematic sources of return, and factor exposures, incorporating these insights into capital market assumptions, asset allocation decisions, portfolio construction, and investment strategy.
- Evaluate and recommend emerging asset classes, investment strategies, and sources of return that align with the firm’s strategic direction and enhance the asset allocation opportunity set.
- Develop and communicate asset allocation recommendations and portfolio strategy views to provide actionable guidance for Financial Advisors and internal stakeholders.
- Serve as a visible contributor to communications and forums, articulating market perspectives, asset allocation decisions, investment recommendations, and portfolio strategy with clarity and credibility.
- Partner cross-functionally to ensure asset allocation decisions, portfolio positioning recommendations, and investment strategy are effectively incorporated into investment platforms, tools, and client solutions.
Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $144000
Hiring Maximum: $245100
Skills/Requirements
- Bachelor’s degree required; advanced degree or CFA designation (or progress toward completion) required.
- 10+ years of experience in asset allocation, multi-asset investing, investment strategy, or quantitative investing, ideally in a portfolio management capacity.
- Deep understanding of capital markets, asset allocation methodologies, factor investing, portfolio theory, and the macroeconomic drivers of asset class returns.
- Demonstrated experience developing or enhancing an investment philosophy and process, capital market assumptions, asset allocation models, and investment decision frameworks.
- Extensive quantitative modeling experience, including statistical analysis, forecasting techniques, scenario analysis, probability-weighted decision frameworks, asset allocation model development, and portfolio optimization techniques.
- Familiarity with the responsible use of AI and advanced analytics tools to enhance investment research, improve efficiency, and strengthen investment decision-making preferred.
- Series 7 and Series 66 licenses required, or the ability to obtain within six months of hire.
Awards & Accolades
About Us
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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Magdalena Rybka
HR Business Partner, Mississauga, Ontario
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Financial Advisor, Vaudreuil-Dorion, QC
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Senior Branch Office Administrator – Kitchener, Ontario
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Senior Branch Office Administrator – Toronto, Ontario
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Branch Office Administrator – Etobicoke, Ontario
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Lesley Merkley
Senior Branch Office Administrator – Kitchener, Ontario
Here at Edward Jones, we have an outstanding benefits package, I have had opportunities for branch and firm bonuses, and fun challenge awards we can earn each trimester. I love knowing there are opportunities for growth for me with this firm.
Mandy Chong
Senior Branch Office Administrator – Mississauga, Ontario
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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.
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I feel privileged to be a part of a firm that sets a high ethical standard for our industry, by staying true to its core values rooted in client centricity.
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Team Leader, Performance & In-Field Support | Mississauga, Ontario
I came for my first full time job as a stepping stone on my way back to school. I stayed for the people, the fulfilling career, and the opportunity to help people fulfill their goals too.
Megan Brady
Operations – Support & Control | Team Leader – Mississauga, Ontario
Edward Jones has consistently given me the opportunity to improve my skillset through on the job training and by encouraging an effort at continuing education. As my first job out of university Edward Jones has played an enormous role in my growth from an operations associate to a Sr. Project Coordinator
Corrie Divitt
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Throughout my career Edward Jones has consistently given me the opportunity to develop my abilities and increase my contribution. It’s a place to learn and grow as a person and as a professional. A key part of the culture that I value is to coach and mentor others so that we all get better together.
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Principal, Canada Solutions
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.
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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.
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Associate Testimonial
I was a high school teacher. When I decided I wanted to make a career change at 36, I looked at all of the skills I brought to the table – planning, problem solving and, most importantly, building relationships. Financial advisor was one of the future in-demand professions, and when I looked at what it took to be a good advisor, it matched my list of strengths.
Andrea Andersen
Financial advisor, Calgary, Alberta
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Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
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Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
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No.1 in JD Power 2026 Investor Satisfaction Survey
Edward Jones has been ranked No. 1 among 16 advice-based firms in the JD Power 2026 Investor Satisfaction Study. This recognition reflects something deeply meaningful to us: our clients feel the impact of the guidance, care and support our teams provide every day.
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Edward Jones has been named one of Canada’s 2024 Best Employers by Mercer.
This certification recognizes employer excellence by evaluating employee opinions in key areas such as Employee Engagement, Agility, Engaging Leadership, and Talent Focus.
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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.
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