Learning Advisor responsible for training customers on Genetec’s products. Collaborating with internal and external teams to develop effective training solutions and support customer learning goals.
About the role
- Learning & Development Specialist developing and delivering training programs for advisors at Aviso Wealth. Overseeing design, delivery, and continuous improvement of learning content and training initiatives.
Responsibilities
- 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
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