Job Description
Training Solutions Specialist
(Financial Services)
Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials.
What is in it for you:
• Salaried: $30-35 per hour.
• Incorporated Business Rate: $35-40 per hour.
• 3-month contract, covering a short-term disability leave.
• Hybrid schedule, 37.50 hours per week.
• Some travel may be required.
Responsibilities:
• Develop, implement, update, and continuously improve training modules and materials for advisor programs.
• Create new and update existing job aids, training documentation, onboarding materials, and short educational videos.
• Write training content from scratch by gathering information and collaborating with subject matter experts.
• Translate technical information into clear, easy-to-understand content for adult learners.
• Conduct annual reviews of training materials to ensure content remains relevant and up to date.
• Collaborate with subject matter experts to ensure training content is accurate, relevant, and current.
• Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements.
• Manage training event logistics, including scheduling, communications, and resource allocation.
• Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods.
• Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner.
• Assess training needs through surveys, interviews, or consultations with managers.
• Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies.
• Manage multiple projects concurrently while adhering to established timelines, budgets, and performance standards.
• Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.
• Support team members in preparing for in-person and virtual training initiatives.
What you will need to succeed:
Required qualifications
• Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field.
• Relevant adult learning experience through education or practical experience.
• Strong Microsoft Office skills, particularly Word, PowerPoint, and Excel.
• Understanding of adult learning principles and the ability to simplify technical information.
• Demonstrated ability to develop and design training materials.
• Ability to gather information and translate technical concepts into clear content for adult learners.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously with strong attention to detail and accuracy.
Preferred qualifications
• 1-2 years of relevant experience.
• Experience in training development in a corporate or advisory setting.
• Experience working with financial advisors, insurance advisors, and/or financial industry professionals.
• Knowledge of the investment industry, including compliance oversight and the regulatory environment.
• Instructional design experience.
• Familiarity with e-learning platforms and virtual training methods.
• Experience with Learning Management Systems.
• Relevant industry accreditations.
• Bilingualism in French to support training initiatives, communications, and collaboration with various teams.
Soft skills
• Creative thinking and problem-solving.
• Strong attention to detail and accuracy.
• Self-motivation and ability to work independently.
• Passion for innovation and learning.
• Strong interpersonal skills.
• Strong organizational and prioritization skills.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.