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About the Role

In partnership with the Director, Learning and Development, the Senior Manager, Advisor Learning & Development is responsible for leading a small team and personally contributing to the design, development, and delivery of high-impact learning programs for our Credit Union Advisors and their teams. This is a player/coach role that blends hands-on curriculum and facilitation work with people leadership to build technical capability and sales effectiveness required to deliver comprehensive wealth advice to members.

Responsibilities

Lead end-to-end design, development, and delivery of the advisor curriculum (hands-on), including scoping learning objectives, understanding target audiences, determining delivery approaches, and producing required learning assets
Own the ongoing lifecycle and governance of Academy programs and resources (e.g., reference guides, newsletters, technical papers, articles, process maps, best practices, FAQs), ensuring content remains current based on feedback, satisfaction results, and regulatory/operational changes
Continuously improve learning experiences by identifying and implementing enhanced delivery techniques and modalities (virtual/in-person/self-directed), leveraging learning technologies, and measuring effectiveness
Lead and coach a team of learning professionals (player/coach): set goals, assign and prioritize work, provide feedback and development support, and remove roadblocks to deliver high-quality learning solutions
Act as a learning consultant to internal partners: conduct intake, diagnose needs, translate requirements into prioritized learning plans, and use performance indicators (e.g., market trends, NIGO/not-in-good-order and escalation themes) to recommend solutions that improve individual and organizational performance
Ensure learning programs and materials adhere to compliance and regulatory requirements for training licensed individuals across our credit union partners

Requirements

A post-secondary degree in an associated field of study; Business, Education, Accounting etc. is preferred.
5+ years of progressive experience in adult education / learning & development in the financial services industry
5+ years of experience in financial planning/advisory or a related financial services role is preferred
3–5 years of experience in a people management role with demonstrated success
Experience assessing needs and designing and developing learning programs using modern learning techniques
Knowledge of LMS capabilities to recommend delivery strategies and create engaging end-user experience
CFP, QAFP or PFP (or equivalent) is preferred
Experience with Articulate 360 eLearning design tools, Learning Management software, and Knowledge Management tools is preferred
Ability to manage projects within prescribed timeframes and budgets.
Proven ability to build strong relationships and communicate effectively with employees at all levels
Ability to manage competing priorities and thrive in a fast-paced, complex environment
Proven analytical/problem-solving skills to interpret data, identify implications, and provide recommendations and solutions
Change management experience and/or certification is an asset
Fluent communication skills in English are required and bilingual skills in French are an asset

Skills

Adult learning methodologies
LMS and learning technologies
Curriculum design
Facilitation
People leadership
Technical capability building
Sales effectiveness
Project management
Relationship building
Effective communication
Analytical skills
Problem-solving
Change management

Location

Toronto
Vancouver
Montreal

Work Type

Full-time

Experience Level

Senior Manager
5+ years of progressive experience in adult education / learning & development in the financial services industry
5+ years of experience in financial planning/advisory or a related financial services role
3-5 years of experience in a people management role

Education Level

Post-secondary degree in Business, Education, Accounting, or related field preferred
CFP, QAFP or PFP (or equivalent) preferred

Salary/Compensations

$120,000 - $140,000 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
Commitment to continuous improvement through learning & development
Education assistance program
Regular social events

About the Company

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
Our clients include our partners, advisors, and investors.
We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
Our asset manager, NEI Investments, specializes in investing responsibly.
Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
We have offices in Toronto, Vancouver, and Montreal.
Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Equal Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.