Lead Investments Learning Consultant

Franklin Templeton • Toronto, ON

2d • CA$95,000 - CA$110,000 • Hybrid

About The Position

The Franklin Templeton Academy helps Financial Professionals grow stronger, more successful businesses by providing expertise, coaching, and best practice guidance across leadership, client communication, business development, professional growth, and investment concepts. The team partners closely with Advisors and internal stakeholders to deliver practical consulting solutions that strengthen client relationships, improve business performance, and support long-term growth. Joining the team offers the opportunity to influence advisor success, build strategic partnerships, and contribute to meaningful business outcomes. We’re looking for a Lead Investments Learning Consultant for an 18-month contract covering our Canadian clients.

Requirements

• BA/BS 4-Year Degree or equivalent experience
• Seven years of financial services experience in relationship management or sales within financial services
• Proficiency with Microsoft Office Suite
• Strong relationship-building and stakeholder management skills
• Excellent written and verbal communication
• Strong organizational and planning skills
• Ability to work independently and manage a regional territory
• High attention to detail and follow-through
• Willingness to travel approximately 50% to 75%

Nice To Haves

• CSC, CIM, CFA or applicable designation considered an asset
• Coaching credentials such as CTDP, ACC, RCC, PCC, MCC or similar preferred
• Spanish language proficiency preferred, but not required

Responsibilities

• Deliver consulting and coaching to Financial Professionals.
• Facilitate live and virtual practice management programs.
• Travel to partner firms for consulting engagements and events.
• Build relationships with Advisors and understand their needs.
• Promote internal solutions and support program marketing.
• Represent the firm at industry and partner events.
• Resolve operational inquiries and improve client experiences.
• Design, update, and enhance learning content.
• Develop virtual, instructor-led, and reference materials.
• Partner with Marketing to create new training programs.
• Participate in project meetings and support delivery activities.
• Support project administration, documentation, and deliverables.
• Complete administrative responsibilities related to the role.
• Provide work updates and time reporting to management.

Benefits

• competitive healthcare options
• insurance
• disability benefits
• employee stock investment program
• learning resources
• career development programs
• reimbursement for certain education expenses
• paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering)
• motivational wellbeing program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level