Tailored Branch Support Team Leader - Bilingual French

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. The Team Leader, Tailored Branch Support (TBS), leads a team of high-performing associates who provide remote, tailored operational and client support to Financial Advisors (FAs) across Canada. TBS partners closely with branch teams to deliver flexible, high-quality coverage aligned to each branch’s needs—ranging from short-term urgent support to long-term strategic assistance. The Team Leader ensures the team consistently delivers “first time, every time” service while enabling branch productivity, client experience, and business growth. This role combines people leadership, operational execution, and strategic partnership to ensure TBS is a trusted extension of the branch. Key Responsibilities2. Service Excellence & Client Experience3. Operational & Workflow Management4. Branch & Stakeholder Partnership5. Continuous Improvement & Innovation Team Leadership & Performance Management Lead, coach, and develop a team of TBS associates delivering remote branch support across multiple service models Foster a culture of accountability, collaboration, and continuous improvement Provide ongoing performance feedback through coaching, quality reviews, and formal evaluations Support career growth and development planning for associates Build engagement across both Home Office and remote associates Champion a world-class service culture, ensuring consistent delivery of accurate, timely, and high-quality support Reinforce TBS’s mission of delivering exceptional service and strong FA partnerships Monitor service levels, quality metrics, and client satisfaction outcomes Act as an escalation point for complex branch or client issues Manage team capacity across multiple TBS support types (short-term, medium-term, long-term, and onboarding support) Proactively align staffing and skillsets to ensure supply anticipates and meets demand, leveraging trends, forecasting, and business insights to move from reactive to predictive workforce planning Continuously monitor demand patterns across branches to anticipate coverage needs and adjust resources ahead of time Leverage reporting and data analytics to optimize workflow, productivity, and turnaround times Ensure operational discipline across processes, compliance, and risk management Build strong relationships with FAs, branch teams, and internal partners Ensure the team understands branch-specific needs and tailors support accordingly Partner with stakeholders on initiatives supporting the Canada Business Unit Communicate priorities, changes, and strategic direction effectively Identify and implement opportunities to improve efficiency, scalability, and service delivery Drive enhancements that improve the branch, client, and associate experience Contribute to evolving the TBS model to meet future business needs Education/Certification University degree or equivalent experience (Business, Finance, or Management preferred) Experience Fluency in both English and French, including written and verbal communication, is required 3–5+ years of experience in financial services, operations, or service delivery Experience leading teams in a high-volume, service-driven environment Experience supporting branch operations, financial advisors, or client service delivery Familiarity with remote workforce leadership models Exposure to workforce planning, or capacity management Continuous improvement mindset (Lean, Six Sigma, or similar experience is a plus) Key Skills And Competencies Strong leadership and coaching capability Excellent communication and stakeholder management skills Strategic thinking with strong execution discipline Data-driven decision making and problem-solving ability Ability to manage complexity across multiple priorities and stakeholders Proven ability to influence without authority High adaptability in a dynamic, evolving environment 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.

The Team Leader manages a team of associates providing remote operational and client support to Financial Advisors across Canada. They are responsible for performance management, operational workflow, and fostering strong partnerships with branch teams to ensure service excellence.

Candidates must have 3–5+ years of experience in financial services or operations and be fluent in both English and French. A university degree in Business, Finance, or Management is preferred along with strong leadership and analytical skills.

• Benefits • Bonuses • Profit sharing

• Résolution de problèmesSouhaitée
• LeadershipSouhaitée
• CommunicationSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Leadership
• Coaching
• Bilingual French
• Financial services
• Operations management
• Service delivery
• Stakeholder management
• Strategic thinking
• Data-driven decision making
• Problem-solving
• Capacity management
• Workforce planning
• Continuous improvement
• Communication
• Performance management
• Compliance

• Management & Leadership
• Finance & Accounting
• Customer Service & Support
• Administrative

Formation minimale

Baccalauréat

Expérience minimale

5+ ans

Postuler avant le

12 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Exigences de lieu

Country, Mississauga, Ontario, Canada

Niveau d’expérience

Mid-Senior level