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About the Role

As our Lead Trainer/Training Specialist, you will be at the forefront of our efforts to deliver exceptional training programs tailored to the needs of our advisory teams and corporate staff. You will play a pivotal role in designing, delivering, and maintaining training materials, as well as coordinating training events and logistics. Your expertise will be instrumental in shaping the development and integration of corporate training systems across the organization.

Responsibilities

Serve as the cornerstone for day-to-day operational procedures, offering expert guidance and support to team members.
Collaborate closely with the Manager of Training and Development to serve as a subject matter expert and mentor team members.
Engage participants through dynamic and interactive training sessions rooted in adult learning principles.
Coordinate logistics for training events, ensuring seamless execution and maximum participant engagement.
Contribute to the upkeep of our learning management system database and support system, overseeing maintenance, development, and reporting efforts.
Play a key role in maintaining and enhancing our internal intranet for advisory teams and corporate employees.
Proactively identify and capitalize on training opportunities within the organization to streamline processes and enhance the overall advisor experience.
Undertake any additional duties as assigned by the Manager of Training and Development.
Evaluate learning outcomes to provide valuable insights and recommendations for additional training and support initiatives.
Assess the effectiveness of training programs, ensuring the seamless integration of newly acquired skills and techniques into daily operations.
Collaborate closely with the Manager of Training and Development to design, develop, and refine new and existing training materials to align with established learning objectives.
Partner with the Senior Manager of Training and Development to co-create comprehensive training resources and materials to facilitate the successful implementation of firm-wide projects.
Ensure documentation practices are adhered to.
Collaborate with various departments across the firm to identify training opportunities, support advisory teams in their daily operations, and contribute to the development of new projects.
Engage with external vendors, such as Thomson or NBIN, to facilitate collaboration on initiatives like rolling out new projects.

Requirements

Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to providing extraordinary service.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent problem-solving skills.
Strong organizational skills.
A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
An ability to maintain the highest levels of confidentiality.
Proficient in utilizing the Microsoft 365 suite of programs to streamline training and development initiatives.
Strong analytical aptitude, with the ability to interpret data and derive actionable insights to drive continuous improvement.
Proficiency in instructional design principles and the ability to develop blended learning solutions for effective content creation.
A strong proficiency in the Microsoft Office suite is essential, including tools like Excel, Word, Outlook, Loop, and Planner.
A bachelor’s degree in finance or related field, or equivalent 5 years of work experience.
A minimum of three years of experience in wealth management is required.
5 years’ financial services industry experience working in a high growth environment.
Equivalent combination of education and experience may be considered.
Experience in the wealth management or other regulated industry is a strong asset.
Must be legally eligible to work in Canada.
Must be able to travel up to 5% of the time.

Skills

Accountability
Adaptability & Flexibility
Advisor Focus
Drive for Results
Entrepreneurship
Initiative
Teamwork & Collaboration
Microsoft 365 suite
Instructional design principles
Microsoft Office suite (Excel, Word, Outlook, Loop, Planner)
Wealth management
Financial services industry
Training Experience (asset)
Interpersonal skills
Communication skills (written and verbal)
Problem-solving skills
Organizational skills
Critical thinking

Location

Any Wellington-Altus Branch in Canada

Work Type

Full-time

Experience Level

Minimum of three years of experience in wealth management
5 years’ financial services industry experience working in a high growth environment

Education Level

Bachelor’s degree in finance or related field, or equivalent 5 years of work experience
Preferred certifications: CSC and CPH

Salary/Compensations

$73,000 - $77,250 annually

Benefits

Health insurance
Accident and life insurance
Other unique benefits per location
Discretionary bonuses

About the Company

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies.
Parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated investment dealer in Canada.
With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

Equal Opportunity

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.