Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Senior Manager, Financial Literacy Program Design & Delivery role.

Rezi rewrites your resume against Ontario Medical Association's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Manager, Financial Literacy Program Design & Delivery posting at Ontario Medical Association — free, in seconds.

About the Role

The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role translates strategy into an actionable program roadmap, including pilot implementation, evaluation and recommendations for sustainable scaling. This role works closely with internal cross-functional stakeholders, external education partners and members to develop and deliver high-quality, objective, practical, and accessible financial education through multiple formats, including live sessions, workshops, webinars, on demand content. The role requires deep subject matter expertise in financial topics, strong instructional and facilitation skills, and direct client facing experience. The incumbent will support member questions, facilitate learning, and ensure programming meets professional, ethical, and regulatory standards. The role is focused on the objective of providing financial education and does not include the delivery of personalized financial advice or recommendations. It is integral to building member trust, enhancing financial knowledge and decision-making capability, and fostering sustained confidence in managing financial matters over the long term.

Responsibilities

Leading the end‑to‑end design of financial literacy curriculum for members, across career stages and spanning foundational to advanced topics
Leading the program roadmap and pilot delivery, including scope, milestones, resources, risks and cross-functional accountabilities
Ensuring curriculum aligns with adult learning principles, professional standards, and clear boundaries between education and personalized advice
Ensuring financial literacy education is delivered through multiple formats (e.g., sessions, workshops and webinars). Defining learning objectives, quality standards, and establishing frameworks and policies to support scalable, compliant education delivery
Serving as a credible, trusted educator during sessions—answering general questions, clarifying concepts, and supporting learner engagement while maintaining regulatory compliance.
Continuously assessing and refining delivery approaches to maximize learner impact and accessibility
Using member research, physician reference-group input and program data to validate priorities and tailor learning pathways across career stages
Working closely with subject-matter experts, content contributors and internal stakeholders to co-develop education materials, maintain appropriate disclosures, boundaries, and oversight.
Acting as an informed internal counterpart—able to challenge, refine, and contextualize partner‑provided content for member relevance
Defining partner requirements and oversee selection, onboarding, deliverables, quality and performance in collaboration with Procurement, Legal and other stakeholders
Supporting member confidence and capability by creating safe, trusted learning environments for sensitive financial topics
Incorporating feedback to continuously improve content relevance and learning outcomes.
Establishing success measures and evaluate participation, engagement, learning outcomes, member confidence and overall member value; use findings to improve the program and inform scaling
Ensuring all programming aligns with applicable regulatory, licensing, and professional standards
Maintaining content-review, disclosure and conflict-of-interest safeguards that clearly separate education from personalized advice, product promotion and sales

Requirements

Post‑secondary education in finance, business, education, or a related discipline preferred.
MBA or BBA - major in business and finance as an asset
Certificate in Adult learning, educational facilitation on financial products and services is required
Past Certified Financial Planner (CFP®) designation and/or experience will be an asset
Past LLQP (Life License Qualification Program) and/or experience will be an asset
Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and other College of University level financial product and services certification
Seven plus years of progressive experience in financial services, financial education, member or client programs, or related fields, including accountability for complex initiatives from design through implementation and evaluation.
Demonstrated client facing experience explaining financial concepts to individuals or groups. Build trust and credibility with through expert, unbiased education
Demonstrated ability to lead cross-functional initiatives in a matrixed environment and influence without direct authority.
Experience designing or delivering educational programs for adult or professional audiences
Experience selecting and managing external education partners, subject-matter experts or content providers, including oversight of deliverables, quality, timelines and performance.
Experience establishing program measures and using member or client data and feedback to improve outcomes.
Excellent written and verbal communication skills

Skills

Financial literacy program design
Program roadmap development
Pilot implementation
Program evaluation
Sustainable scaling
Instructional design
Facilitation
Client-facing experience
Financial topics expertise
Adult learning principles
Cross-functional leadership
Partner management
Data analysis
Written communication
Verbal communication

Location

Toronto

Work Type

Hybrid

Experience Level

Senior
Seven plus years of progressive experience

Education Level

Post-secondary education in finance, business, education, or a related discipline
MBA or BBA
Certificate in Adult learning
Certified Financial Planner (CFP®) designation
LLQP (Life License Qualification Program)
Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and other College of University level financial product and services certification

Salary/Compensations

$92,835 - $98,640

Benefits

Pension plan
Bonus program
Exceptional group benefits package
Spending account
Robust wellness program
Paid professional development
Continuous in-house learning

About the Company

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.
A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
An organization that has been recognized as a Greater Toronto’s Top Employers for six consecutive years.

Equal Opportunity

The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.