Learning & Development Specialist

Overview

What is the opportunity?

Provide and create training solutions that allow new assistants/associates to understand their roles and become more efficient, leverage the right resources, and contribute to their IA teams effectively using a variety of training mediums.

Specific Skills

Must haves

Good knowledge of wealth management industry and industry products, operational requirements, and client / IA needs, including a comprehensive understanding of financial and investment management concepts.
Excellent organization skills and attention to detail is mandatory, self-motivated and able to work with minimal supervision
Ability to work effectively and collaboratively with others and be perceived as a professional business partner and subject matter expert
Flexible in approaching all duties and assignments and shares best practices wherever possible
Comfortable with public speaking /presenting to groups and a strong commitment to client service excellence
Curiosity and a willingness to improve and innovate
Ability to effectively build relationships
Excellent communication skills

Nice-to-have:

3+ years in a support role on a Wealth Management/DS IA Team
Previous training/coaching experience
Post-Secondary Education
CSC

Responsibilities

What will you do?

Host, manage and deliver multiple training programs virtually and in person
Develop additional innovative training offerings
Liaise with subject matter experts on professional development best practices
Collaborate with Branch Management Teams and the Training & Development Department to understand the learning needs of Branch teams and recommend areas where potential development may be needed
Role based in Ontario - GTA; some travel required
Report to the Manager, Learning & Development Specialist, in Wealth Management Training & Development

Job Nature

Full Time, Permanent

Experience Requirements

Job Location

Ontario, Toronto

Other Benefits

What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.