Curriculum Specialist, Education

Department: Curriculum Development

Reports To: Senior Director, Education

Employment Type: Full Time, Permanent

Location: 10 Lower Spadina Avenue, Toronto, ON

Work Model: Hybrid (subject to change based on organizational needs)

Salary Range: $63,000-$89,000

The Curriculum Specialist ensures the accuracy, currency, and quality of content across Advocis’ designation, licensing, and curriculum programs. This role is ideal for a financial planning professional with strong writing and analytical skills who enjoys translating complex technical concepts into clear, high-quality educational content.

• Maintain and update curriculum content.
• Review and revise textbook chapters, assessments, instructor slides, and resource materials.
• Ensure all content reflects current legislation and industry practice.
• Collaborate with internal and external subject‑matter experts.

• Analyze multiple‑choice questions using foundational statistical methods.
• Interpret question‑level performance data in Excel to recommend revisions.
• Maintain test bank quality and accuracy.

• Respond to candidate content questions and provide clear technical explanations.
• Use learning platforms to post announcements, FAQs, clarifications, and guidance.
• Refer complex issues to internal partners where appropriate.

• Deliver national webinars as needed.
• Present financial planning concepts clearly and engagingly to advisor audiences.

• Monitor regulatory updates, industry trends, and competitor offerings.
• Identify gaps or opportunities within existing curriculum and provide improvement recommendations.

• Post‑secondary education in financial planning, business, or adult education.
• 3–5 years of experience in a financial planning, advisory, or wealth management environment.
• Strong financial planning knowledge and acumen is essential.
• Demonstrated ability to understand, interpret, and explain technical financial planning concepts.
• Experience in professional writing and technical writing.
• CFP, CLU, PFA, or PFP designation is highly desirable.
• Strong written communication skills with the ability to translate complex concepts into clear, learner‑friendly language.
• Strong Excel, Word, and PowerPoint skills.
• Ability to understand and apply basic statistical analysis to assessment items.
• Strong attention to detail and accuracy; able to work independently and collaboratively.
• Experience with LMS platforms (e.g., Blackboard, D2L, Moodle).
• Experience presenting technical topics in a virtual environment.

• Education materials are accurate, current, and well‑maintained.
• Test bank questions perform reliably and fairly.
• Candidates receive timely and accurate technical support.
• Webinars are delivered professionally and effectively.
• Content reflects legislative and industry changes promptly.

Advocis is committed to an inclusive, accessible recruitment process. If you require accommodation at any stage of the selection process, please inform us, and we will work with you to meet your needs in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA).