Description:
We have an opportunity for a Learning and Development Specialist, Retail to join our award-winning firm in the Vancouver office. Our Talent Development team is growing, and we are seeking an experienced and dynamic Learning and Development Specialist to deliver high-quality training programs for our new investment advisory support team members. The ideal candidate will cultivate a continuous learning environment, ensuring our workforce possesses the necessary skills and knowledge to meet firm goals and regulatory requirements.
Responsibilities
- Provide one-on-one support and mentorship to new team members, peer trainers and others requiring specific skill development
- Conduct and facilitate effective training sessions, workshops, seminars, and individual coaching using a variety of formats (in-person, virtual, blended, and self-paced)
- Manage training program logistics, including scheduling, platform management for virtual sessions, participant enrollment, and maintaining accurate training records and attendance
- Ensure learning outcomes are met by implementing assessments and feedback mechanisms to measure effectiveness e.g., tests/evaluations/surveys, analyzing results, and monitoring post-training behaviours
- Partner with the Talent Development team and Sales and Retail team to identify areas for improvement and modify training content and delivery methods as needed
- Partner with various business teams to identify new training needs , specific to skills development and process training.
- Recommend solutions to enhance departmental efficiency and effectiveness while enhancing the team member experience
- Work closely with People Leaders and other departments to ensure team members are receiving the best onboarding experience possible
COMPETENCIES
- Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, in collaboration with other stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
- Change Management – Create strategies, plans and solutions that guide people and teams through change to ensure smooth transitions, buy-in, and sustained outcomes
- Experience Design – Envision, design, document and implement meaningful experiences and then translate them into programs, processes and practices for stakeholders
- Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
- Systems and Application Proficiency – Use, maintain, manage or improve specific systems or applications in our role to work effectively and efficiently
- Training and Facilitation – Deliver training using appropriate facilitation methods or formats to foster new skills, abilities or knowledge in participants
Knowledge And Experience
- Minimum 3-5 years of client facing experience within the investment industry , or equivalent
- Proven experience as a facilitator with an understanding of adult learning principles.
- Demonstrated technical knowledge in financial services/investment systems, products and guidelines
- Educational background in Adult Education and/or Provincial Instructors’ Diploma is an asset
- Completion of the Canadian Securities Course and Conduct and Practices Handbook
- Strong written and verbal communication, public speaking, and presentation skills, with the ability to convey complex information clearly and engagingly to diverse audiences
- Proficiency in Microsoft 365, Salesforce, Dataphile, Portfolio Management software and Learning Management Systems (LMS) experience preferred
- Excellent organizational, excel skills, project management, and time management abilities, with strong attention to detail
- Currently, or previously IR or RR licensed (nice to have).