Learning & Development Specialist – Temporary

Role Overview

• Oversee for the design and development, including scoping learning objectives, understanding target audiences, determining activities and collateral requirements, and resourcing technical training programs aimed at advisors, associates, assistants, and leaders
• Deliver live training via webinar, as well as maintain and expand the current library of recorded/e-learning training modules for advisor business systems, including Dataphile, proprietary software, and others where required
• Build and maintain an inventory of advisor-friendly resources and tools, including advisor reference guides, process maps, helpful hints, best practices, and FAQs
• Provide in-depth and up-to-date knowledge of the relevant business, including products, policies, practices, systems, and procedures
• Liaise with Subject Matter Experts, as required, throughout the design and development process for content validation
• Keep current on issues concerning CIRO-ID & CIRO-MF regulations and other education requirements
• Conduct assessments of internal departmental training needs and assist with the content development and implementation
• Assess, track and report continuing education credits for advisor network
• Work on a variety of training projects & initiatives where required

Requirements

• Minimum of 3 years of wealth management experience (within the investment and/or insurance industry). Preference given to candidates with advisor/client-facing experience.
• Experience with advisor training; this can include responsibility for electronic course design/delivery, in-person training and/or training in a virtual setting. An understanding of adult education/learning styles as well as industry and technological trends in terms of delivery is an asset
• Familiarity with learning design/delivery software (ie: Articulate, Vyond, etc.) and LMS functionalities
• Post-secondary education in a related discipline
• Completion of CSC or CIFC and/or LLQP is an asset
• CFP, PFP or other equivalencies an asset
• Demonstrated content development and instructional design experience an asset
• Strong training, presentation, facilitation and interpersonal communication skills
• Ability to deliver learning through a variety of means including virtual classroom, webinars, self-paced learning, seminars and conference calls
• Must be able to understand and apply adult teaching principals
• Demonstrated ability to clearly articulate and present ideas and information
• Excellent writing, editing, and communication skills
• High level of proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Proactive, self-starter who is able to work with minimal supervision
• Well organized and able to work effectively to deadlines
• Good problem solving and decision-making skills
• Results-oriented, demonstrating ownership and accountability
• Excellent interpersonal skills and a strong team player
• Strong commitment to exceptional customer service
• High degree of accuracy and attention to detail
• Innovative, resourceful, creative and adaptable to changing business environment
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork