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About the Role

Aviso is seeking a Bilingual Learning & Development Specialist for a 14-month term to develop and deliver best-in-class training programs to CUW Advisor Partners, ensuring content is current, accurate, and effectively delivered.

Responsibilities

• Oversee the design and development of technical training programs for advisors, associates, assistants, and leaders, including scoping learning objectives, understanding target audiences, determining activities, collateral requirements, and resourcing.
• Deliver live training via webinar and maintain/expand the library of recorded/e-learning training modules for advisor business systems (Dataphile, proprietary software, etc.).
• Build and maintain an inventory of advisor-friendly resources and tools, such as reference guides, process maps, helpful hints, best practices, and FAQs.
• Provide in-depth and up-to-date knowledge of relevant business areas, including products, policies, practices, systems, and procedures.
• Liaise with Subject Matter Experts for content validation during the design and development process.
• Stay current on CIRO-ID & CIRO-MF regulations and other education requirements.
• Conduct assessments of internal departmental training needs and assist with content development and implementation.
• Assess, track, and report continuing education credits for the advisor network.
• Work on a variety of training projects and initiatives as required.

Requirements

• Minimum of 3 years of wealth management experience (investment and/or insurance industry).
• Experience with advisor training, including electronic course design/delivery, in-person training, and/or virtual training.
• Familiarity with learning design/delivery software (e.g., Articulate, Vyond) and LMS functionalities.
• Demonstrated content development and instructional design experience is an asset.
• Ability to deliver learning through various means including virtual classroom, webinars, self-paced learning, seminars, and conference calls.
• Must understand and apply adult teaching principles.
• Demonstrated ability to clearly articulate and present ideas and information.
• High level of proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Proactive, self-starter able to work with minimal supervision.
• Well-organized and able to work effectively to deadlines.
• Good problem-solving and decision-making skills.
• Results-oriented, demonstrating ownership and accountability.
• Excellent interpersonal skills and a strong team player.
• Strong commitment to exceptional customer service.
• High degree of accuracy and attention to detail.
• Innovative, resourceful, creative, and adaptable to a changing business environment.
• Fluent communication skills in English and French are required.

Skills

• Wealth management
• Investment industry
• Insurance industry
• Advisor training
• Electronic course design
• Virtual training
• Adult education/learning styles
• Learning design/delivery software
• LMS functionalities
• Content development
• Instructional design
• Training
• Presentation
• Facilitation
• Interpersonal communication
• Virtual classroom delivery
• Webinar delivery
• Self-paced learning
• Seminar delivery
• Conference call delivery
• Adult teaching principles
• Articulate presentation
• Information presentation
• Writing
• Editing
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Problem solving
• Decision making
• Customer service
• Attention to detail

Location

• Toronto
• Vancouver
• Montreal
• Winnipeg

Work Type

• Full-time
• Contract

Experience Level

• Minimum 3 years of wealth management experience

Education Level

• Post-secondary education in a related discipline
• CSC or CIFC is an asset
• LLQP is an asset
• CFP is an asset
• PFP is an asset

Salary/Compensations

• $85,000 - $90,000 CAD annually

Benefits

• Competitive compensation package
• Excellent health, dental, and insurance benefits
• Generous vacation time
• Fitness benefit
• Parental leave top-up options
• Matching contributions to retirement program
• Learning & development opportunities
• Education assistance program
• Regular social events

About the Company

• Aviso is a leading wealth management and investment services provider for the Canadian financial industry.
• Approximately $145 billion in total assets under administration and management.
• Over 1,000 employees.
• Building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
• Trusted partner for nearly all credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
• Provides solutions that give partners a competitive edge.
• Investment dealer and mutual fund dealer and insurance services support thousands of investment advisors.
• Asset manager NEI Investments specializes in investing responsibly.
• Online brokerage Qtrade Direct Investing® empowers self-directed investors.
• Fully automated investing service Qtrade Guided Portfolios® serves hands-off investors.
• Aviso Correspondent Partners provides custodial and carrying broker services.
• Offices in Toronto, Vancouver, Montreal, and Winnipeg.
• Backed by Centrals, Co-operators/CUMIS, and Desjardins.
• A career at Aviso means being part of talented, energetic professionals who live their values and belonging to an organization dedicated to success and career development.

Equal Opportunity

• Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
• If accommodation is required, Aviso will work with applicants to meet their needs in all stages of the hiring process.