EC
Conseiller principal en gestion financière TI chez EDC, société d’État aidant les entreprises canadiennes à réussir à l’étranger. Planification budgétaire, analyse des investissements et optimisation des coûts technologiques.
OA
Senior Manager, Financial Literacy Program Design – Delivery
Posted 39 minutes ago
About the role
- Senior Manager designing and delivering compliant financial literacy programs for the Ontario Medical Association’s 40,000 physician members. Leading curriculum, partners, pilots, and outcome measurement in a hybrid Toronto role.
Responsibilities
- Lead the end-to-end design of financial literacy curriculum for members across career stages and foundational to advanced topics
- Lead the program roadmap and pilot delivery, including scope, milestones, resources, risks, and cross-functional accountabilities
- Ensure curriculum aligns with adult learning principles, professional standards, and boundaries between education and personalized advice
- Deliver financial literacy education through sessions, workshops, webinars, and on-demand content
- Define learning objectives, quality standards, frameworks, and policies for scalable, compliant education delivery
- Serve as a trusted educator, answer general questions, clarify concepts, and support learner engagement while maintaining regulatory compliance
- Assess and refine delivery approaches to maximize learner impact and accessibility
- Use member research, physician reference-group input, and program data to validate priorities and tailor learning pathways
- Co-develop education materials with subject-matter experts, content contributors, and internal stakeholders
- Maintain disclosures, boundaries, oversight, content-review, and conflict-of-interest safeguards
- Define partner requirements and oversee selection, onboarding, deliverables, quality, and performance with Procurement, Legal, and other stakeholders
- Establish success measures and evaluate participation, engagement, learning outcomes, member confidence, and member value
- Use findings and feedback to improve the program and inform scaling
- Ensure programming aligns with applicable regulatory, licensing, and professional standards
- Support member confidence and capability through safe, trusted learning environments for sensitive financial topics
- Do not provide personalized financial advice or recommendations
Requirements
- Post-secondary education in finance, business, education, or a related discipline preferred
- MBA or BBA with a major in business and finance is an asset
- Certificate in Adult learning, educational facilitation on financial products and services is required
- Past Certified Financial Planner (CFP®) designation and/or experience is an asset
- Past LLQP (Life License Qualification Program) and/or experience is an asset
- Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and other college or university-level financial product and services certification
- Seven plus years of progressive experience in financial services, financial education, member or client programs, or related fields
- Experience with complex initiatives from design through implementation and evaluation
- Demonstrated client-facing experience explaining financial concepts to individuals or groups
- Ability to build trust and credibility through expert, unbiased education
- Ability to lead cross-functional initiatives in a matrixed environment and influence without direct authority
- Experience designing or delivering educational programs for adult or professional audiences
- Experience selecting and managing external education partners, subject-matter experts, or content providers
- Experience overseeing deliverables, quality, timelines, and performance
- Experience establishing program measures and using member or client data and feedback to improve outcomes
- Excellent written and verbal communication skills
- Must be legally entitled to work in Canada for any employer without employer sponsorship and provide documentation confirming status
- Successful background and reference checks required
Benefits
- Paid professional development and continuous in-house learning
- Flexible hybrid work environment
- Competitive total rewards package
- Pension plan
- Bonus program
- Exceptional group benefits package
- Spending account
- Robust wellness program
- Growth opportunities
- Workplace commitment to equity, diversity and inclusion
- Accommodation throughout the recruitment process for applicants with disabilities
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