Hybrid Financial Trainer – Wealth Management

Posted 5 hours ago

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About the role

  • Financial Trainer delivering wealth management training across various platforms. Engaging clients through in-depth training experiences while enhancing course materials and supporting business development.

Responsibilities

  • Design and deliver high-quality training across wealth and asset management programs and academies—via in-house, virtual, and public courses—to improve client decision-making, risk management, and portfolio outcomes
  • Translate complex wealth management concepts into engaging, practical learning experiences aligned to client objectives and Fitch Learning quality standards
  • Prepare and continuously enhance training materials and assessments to reflect evolving industry practices, regulations, and product innovations
  • Support business development as a subject matter expert—participating in scoping calls, tailoring proposals, and presenting program solutions to client stakeholders
  • Serve as the first point of contact for content, technical, and process questions related to wealth and asset management, strengthening client trust and program effectiveness

Requirements

  • Extensive wealth/asset management experience within an investment manager, commercial or investment bank, financial regulator, or similar financial institution
  • Proven presentation skills and confidence teaching complex topics to diverse audiences (virtual and in-person)
  • You are an effective communicator with a passion for education and measurable impact on learner outcomes

Benefits

  • Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
  • Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
  • Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
  • A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
  • Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community

Job title

Financial Trainer – Wealth Management

Job type

Experience level

Mid levelSenior

Salary

CA$150,000 per year

Degree requirement

No Education Requirement

Location requirements

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