Director, Client Strategies Group, Edward Jones
Moira Klein-Swormink is Director, Client Strategies Group in Canada. In her current role, she serves as Program Strategy Leader for the Client Focused Reforms Regulatory effort and leads the Goals Based Advice Centre of Excellence. Fueled by her purpose to see others, inspire limitless thinking, make meaningful connections, and push one step further every time, she brings energy, drive and achievement orientation to her leadership.
Moira joined Edward Jones in 2016 as Department Leader, Coaching & Performance and was responsible for the launch of the Business Coaching program and Advanced Branch Team Performance consultation program. She served as Director, Branch Training where she led the effort to revamp the Financial Advisor Onboarding Program. Moira’s responsibilities expanded to include Firm Conferences, Events & Recognition in the Director, Branch Team Performance role before moving into her current position.
Moira began her career with BMO Financial Group as a Customer Service Representative during university and progressed through various leadership roles in retail banking, corporate finance and enterprise strategy & communications with the Office of the CEO.
She launched her own coaching and consulting practice in 2012 and worked with start-ups in a variety of industries including FinTech, Real Estate Investment, Health Care and Training.
Moira has an Honours Bachelor of Arts in French & English from Western University and an MBA from Dalhousie University. She is a Fellow of the Institute of Canadian Bankers.