Training Solutions Specialist (Financial Services)

Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials.

• Salaried: $30-35 per hour.

• Incorporated Business Rate: $35-40 per hour.

• 3-month contract with the potential for permanent employment.

• Hybrid schedule, 37.50 hours per week.

• Location: Burlington, Ontario.

• Some travel may be required.

• Develop, implement, and continuously improve training modules and materials for advisor programs.

• Conduct annual reviews of training materials, including onboarding programs, job aids, and short educational videos.

• Collaborate with subject matter experts to ensure training content is accurate, relevant, and up to date.

• Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements.

• Manage training event logistics, including scheduling, communications, and resource allocation.

• Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods.

• Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner.

• Assess training needs through surveys, interviews, or consultations with managers.

• Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies.

• Manage multiple projects concurrently, ensuring adherence to established timelines, budgets, and performance standards.

• Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.

• Support team members in preparing for in-person and virtual training initiatives.

• Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field.

• 2+ years of experience in training development.

• Proven experience in developing and designing training materials for financial advisors or related roles.

• Experience assessing training needs and tailoring programs to address specific knowledge gaps, skill development, and change management.

• Experience in the financial services industry, with a strong understanding of financial products and regulatory requirements.

• Proficiency in Microsoft Office Suite, with advanced PowerPoint skills and experience with Learning Management Systems.

• Demonstrated ability to design, develop, and implement instructional materials and solutions.

• Familiarity with e-learning platforms and virtual training methods.

• Excellent verbal and written communication skills.

• Ability to manage multiple projects simultaneously with keen attention to detail.

• Relevant industry accreditations.

• Experience in training development in a corporate or advisory setting.

• Experience working with financial advisors, insurance advisors, and/or financial industry professionals.

• Bilingualism in French to support training initiatives, communications, and collaboration with various teams.

• Creative thinking and problem-solving.

• Attention to detail.

• Self-motivation.

• Passion for innovation and learning.

• Strong interpersonal skills.

• Strong organizational and prioritization skills.

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.