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About the Role

Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing platforms. You are more than a trainer—you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption. The primary focus of this role is training delivery, coaching, adoption, and change enablement. The role also supports the definition of curriculum maps, learning paths, and targeted content needs in partnership with the training and curriculum design function. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Responsibilities

Deliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.
Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.
Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.
Identify common advisor and assistant pain points and recommend ways to simplify workflows, optimize tool usage, strengthen training, and enhance the overall advisor experience.
Train advisors and teams to navigate and optimize workflows across the iA Private Wealth digital ecosystem, including advisor-facing platforms, operational tools, onboarding processes, AX360, iAssist/AI capabilities, and other systems that support practice efficiency and client service.
Support the implementation of new initiatives, platform enhancements, operational changes, and business transformation efforts.
Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.
Contribute subject matter input, scenarios, and field insights to support the development of training materials by the training and curriculum design specialist.

Requirements

Strong presentation, facilitation, coaching, and communication skills.
Ability to simplify complexity and explain technical concepts in practical business language.
Strong understanding of advisor and assistant workflows within a wealth management practice.
Relationship-building skills, collaborative mindset, and ability to influence behavioral change and adoption.
Experience working with advisor technology ecosystems, CRM or workflow platforms, onboarding tools, digital enablement solutions, and operational systems within a wealth management environment.
Strong planning, prioritization, problem-solving, and continuous improvement skills.
Passion for applying artificial intelligence and digital tools to drive efficiency and elevate performance.
Advanced English and French proficiency.
Availability to travel for in-person engagement with advisor teams and to support cross-training on digital platforms.

Skills

Presentation
Facilitation
Coaching
Communication
Simplifying complexity
Explaining technical concepts
Understanding advisor and assistant workflows
Relationship-building
Collaboration
Influencing behavioral change
Adoption
Working with advisor technology ecosystems
CRM platforms
Workflow platforms
Onboarding tools
Digital enablement solutions
Operational systems
Planning
Prioritization
Problem-solving
Continuous improvement
Artificial intelligence
Digital tools
English proficiency
French proficiency

Location

Toronto / 26 Wellington Street East

Work Type

Hybrid

Salary/Compensations

$86,000 and $125,000 CAD per year

Benefits

Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

About the Company

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
The secret to our success? Investing in you, one person at a time.
For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.

Equal Opportunity

At iA Financial Group, we support and celebrate diversity.
We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.