Wealth Management Learning Specialist

Join us as a Wealth Management Learning Specialist and innovate in the training landscape of wealth management. Facilitate modern learning experiences to enhance advisor services.

This crucial role involves delivering tailored training for advisors and support teams in both virtual and one-on-one settings. You will leverage your expertise in wealth management to create effective training materials that simplify technology use and improve productivity. Your contributions will directly support the adoption of new tools and foster a culture of continuous improvement in our advisory teams.

Key Responsibilities:

• Conduct training sessions for advisors and assistants

• Create relevant training materials and learning resources

• Enhance user adoption of operational tools and platforms

• Support cross-training initiatives and business transformations

• Solicit and analyze feedback to refine training programs

Requirements:

• Excellent presentation and facilitation abilities

• Experience delivering training in investment management

• Understanding of advisor workflows in wealth management

• Proficiency in Croesus, Salesforce CRM, and associated platforms

• Fluency in English and French for effective communication

Shape the future of wealth management training and empower advisors to excel in their roles with your expertise and passion.
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