Training Specialist

Training Specialist

Location : This position can be based out of any of our office locations across Canada.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc.

Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc.

and Wellington-Altus Private Wealth Inc. the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies.

With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Investment Executive 2023 Brokerage Report Card.

The opportunity :

Reporting to the Manager, Training and Development, and the AVP, Advisor Training and Development, the Training Specialist will spearhead the creation and implementation of tailored training programs for our Advisory teams and corporate staff.

The incumbent will play a pivotal role in designing and delivering training materials, coordinating events, and integrating corporate training systems.

The Training Specialist will provide technical and business process training to both new and existing teams, producing e-learning and instructor-led materials, and offering virtual learning support.

Additionally, the incumbent will assist stakeholders in developing and integrating training systems and learning management databases.

Please be sure to submit a copy of your resume when applying for this position.

Key responsibilities include :

• Serving as the cornerstone for day-to-day operational procedures, offering expert guidance and support to team members.
• Collaborating closely with the Manager of Training and Development to design, develop, and refine new and existing training materials to align with established learning objectives, as well as serving as a subject matter expert and mentor team members.
• Engaging participants through dynamic and interactive training sessions rooted in adult learning principles.
• Taking charge of coordinating logistics for training events, ensuring seamless execution and maximum participant engagement.
• Contributing to the upkeep of our learning management system database and support system, overseeing maintenance, development, and reporting efforts.
• Playing a key role in maintaining and enhancing our internal intranet for advisory teams and corporate employees.
• Proactively identifying and capitalizing on training opportunities within the organization to streamline processes and enhance the overall advisor experience.
• Evaluating learning outcomes to provide valuable insights and recommendations for additional training and support initiatives while adhering to documentation practices.
• Assessing the effectiveness of training programs, ensuring the seamless integration of newly acquired skills and techniques into daily operations.
• Partnering with the Senior Manager of Training and Development to co-create comprehensive training resources and materials to facilitate the successful implementation of firm-wide projects.
• Performing other duties as assigned.

The Ideal candidate will possess :

• A bachelor’s degree in finance, or a similar field of study.
• Minimum of 3-5 years of financial services industry experience working in a high-growth environment.
• Minimum of 2 years of experience in customer / client-facing role.
• Experience in wealth management or other regulated industries is a strong asset.
• Completion of CSC and CPH is considered an asset.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• An ability to work independently with minimal supervision and collaboratively as part of a team.
• An ability to demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service.
• Excellent organizational skills, with a strong attention to detail and problem-solving skills.
• An ability to adapt and manage a large volume of competing priorities while maintaining the highest level of confidentiality.
• Strong analytical aptitude, with the ability to interpret data and derive actionable insights to drive continuous improvement.
• Proficiency in instructional design principles and the ability to develop blended learning solutions for effective content creation.

Conditions of Employment :

• Must be legally eligible to work in Canada.
• Must be able to travel 0-5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :