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About the Role
SeeWhy Learning is seeking a Study Coach and Curriculum Specialist to support students preparing for financial services and insurance licensing examinations. This role involves providing coaching, guidance, and educational support through various platforms, helping students understand complex concepts, stay motivated, and succeed in their exams. This is a remote, work-from-home position.
Responsibilities
- Provide individualized coaching and study support to students preparing for financial services and insurance licensing examinations.
- Answer questions regarding course materials, study approaches, and exam preparation through phone, email, live chat, and webinar platforms.
- Simplify complex financial and insurance concepts into easy-to-understand explanations.
- Encourage, motivate, and guide students throughout their learning journey.
- Facilitate structured webinars and virtual training sessions.
- Deliver educational presentations to students and corporate partners.
- Maintain a professional and engaging virtual learning environment.
- Track student progress, course completion, and exam success metrics.
- Prepare and communicate reports and updates to internal stakeholders and external partners.
- Identify students who may benefit from additional support and provide proactive outreach.
- Assist with maintaining and updating existing training materials and educational resources.
- Review content for accuracy, consistency, and effectiveness.
- Support ongoing curriculum and learning experience improvements.
- Participate in onboarding, training, and professional development activities.
- Maintain confidentiality of student and organizational information.
- Perform other duties and special projects as assigned.
Requirements
- Bachelor's degree or equivalent combination of education and experience.
- Strong interest in financial services, investing, insurance, or financial education.
- Excellent verbal and written communication skills.
- Strong attention to detail and organizational skills.
- Ability to work independently in a remote environment.
- Strong presentation and facilitation skills.
- Ability to explain technical or complex information in a clear and understandable manner.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and/or Google Workspace.
- Experience supporting customers, students, learners, or clients in a professional environment is preferred.
- Candidates must be authorized to work in Canada.
Skills
- Tutoring
- Training
- Education
- Financial services
- Customer support
- Coaching
- Guidance
- Educational support
- Webinar facilitation
- Presentation skills
- Communication skills
- Attention to detail
- Organizational skills
- Independent work
- Remote work
- Microsoft Office Suite
- Google Workspace
- Bilingual (English and French) is a plus
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFC)
- Canadian Investment Funds Course (CIFC)
- Life Licence Qualification Program (LLQP)
- CIRO proficiency examinations (CIRE, RSE)
- Conduct and Practices Handbook (CPH)
- Wealth Management Essentials (WME)
- Derivatives Fundamentals and Options Licensing (DFOL)
Location
- Remote Toronto Area (Canada; GTA, Hamilton, or Kitchener-Waterloo preferred)
Work Type
- Full Time
- Remote
- Work-from-home
Experience Level
- Entry-level
- 2+ years of experience
Education Level
- Bachelor's Degree (Business, Finance, Economics, Mathematics, Education, or related field preferred)
Salary/Compensations
- $53,000 – $58,000 CAD annually
Benefits
- Eligible for health insurance benefits after three months of employment.
- Eligible for profit-sharing bonuses after three months of employment.
- Professional development and career advancement opportunities.
- Opportunity to learn from experienced financial services educators and industry experts.
About the Company
- SeeWhy Learning is a leading provider of online insurance education and licensing solutions across Canada.
- As part of Career Certified, SeeWhy Learning helps insurance professionals launch and advance their careers through engaging, accessible, and industry-focused training programs.
- Our mission is to empower learners with the knowledge and confidence they need to succeed while delivering an exceptional educational experience that supports professional growth at every stage of their career.
- Through innovation, collaboration, and a learner-first mindset, we are committed to making professional education more effective and accessible.
- SeeWhy Learning is a leading Canadian educational provider serving the financial services industry.
- Founded in Ontario, SeeWhy Learning helps students prepare for investment, mutual fund, and life insurance licensing examinations.
- The organization partners with banks, investment dealers, and insurance companies across Canada.
- All exam preparation materials, study tools, and educational resources are developed internally by experienced trainers, course writers, and financial services professionals dedicated to student success.