Senior Training & Curriculum Design Specialist building and delivering impactful training programs for wealth advisors. Collaborating on curriculum design and enhancing learning outcomes in a bilingual setting.
Responsibilities
Assess, design, and implement engaging training programs for advisors and clients
Collaborate with business partners and subject matter experts to identify training needs and develop tailored solutions
Develop written and visual training content for digital projects and initiatives
Maintain and update the training content library
Gather feedback from internal teams and advisors to monitor and improve training effectiveness
Support the delivery of live and recorded training sessions
Partner with Marketing to develop multimedia training content
Oversee the design of training programs, workshops, and e-learning courses
Evaluate the effectiveness of training programs through assessments, feedback, and performance metrics
Requirements
Proficiency in both English and French – speaking, reading and writing – is required
Obtained Bachelor’s degree in business administration, education, or a related field (ideally)
Demonstrated 7+ years of training and instructional design experience, with at least 2 years in investment or wealth management
Mastered interpersonal skills and has the ability to liaise effectively at all levels
Demonstrated proven ability to apply expertise and creative thinking to unique or ambiguous situations
Has some familiarity with digital learning platforms (e.g., Articulate Rise)
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