Manager, Advisor Training & Enablement

ManulifeToronto, ON
CA$92,900 - CA$142,900Hybrid

About The Position

The Manager, Advisor Training & Enablement is responsible for delivering high-impact training and enablement experiences that improve advisor readiness, confidence, and effectiveness. This role plays a critical part in making it easier for advisors and their teams to do business by providing clear, consistent, and practical learning solutions. As an individual contributor, this role translates business priorities into engaging training programs, leads platform education, and drives adoption through ongoing engagement and support. The role operates with a high degree of autonomy and partners cross-functionally to ensure advisors are equipped to succeed within the firm’s operating model.

Requirements

  • 10+ years of experience building training materials for Financial Advisors and their teams is required
  • 3+ years of experience working with the uniFide platform, with a deep understanding of the platform and the ability to translate that knowledge into effective learning experiences, is required
  • Proven experience in financial services, in an advisor-facing environment
  • Strong background in learning & development, training delivery, and instructional design
  • Experience delivering engaging training sessions (virtual and/or in-person)
  • Demonstrated ability to translate complex concepts into clear, practical learning experiences
  • Strong understanding of advisor workflows, tools, and business practices
  • Experience conducting training needs analysis and developing role-based learning solutions
  • Strong project management and organizational skills, with the ability to manage multiple priorities and deadlines
  • Excellent communication and stakeholder management skills, including the ability to collaborate with business leaders, subject matter experts, and technology teams
  • Proficiency with learning technologies, content authoring tools, and virtual training platforms
  • Ability to work independently while taking ownership of learning program outcomes

Responsibilities

  • Deliver engaging, high-quality training sessions (virtual and in-person), including onboarding programs, system training, webinars, and office hours
  • Lead onboarding training for new advisors, ensuring strong foundational knowledge and readiness within the firm’s model
  • Conduct uniFide demos for prospective recruits and new advisors
  • Facilitate learning experiences at events including bootcamps, conferences, and group sessions
  • Act as a subject matter expert (SME) for the uniFide platform and related advisor tools
  • Develop and maintain training materials, resources, and job aids aligned to platform updates and enhancements
  • Ensure training content reflects current processes, compliance requirements, and advisor needs
  • Liaison with internal stakeholders to provide feedback loop from advisors/ team members on future engagements and pain points
  • Manage training readiness for system releases and updates
  • Execute against defined training and enablement strategies, translating objectives into actionable programs
  • Drive advisor adoption and effective use of tools and processes beyond initial training
  • Support behavioral change by reinforcing learning through ongoing engagement (e.g., office hours, follow-ups, champion networks)
  • Partner with branch champions and field stakeholders to extend reach and impact
  • Collaborate with Compliance, Supervision, SMEs, and business partners to align training with regulatory and business requirements
  • Support the delivery of regulatory and compliance-related training as required
  • Partner with Advisor Support Managers and other stakeholders to identify training needs and improve effectiveness
  • Gather feedback and insights from advisors and stakeholders to continuously improve training experiences
  • Identify opportunities to enhance advisor productivity, readiness, and engagement through improved learning approaches
  • Influence stakeholders and partners without direct authority to drive alignment and outcomes

Benefits

  • health
  • dental
  • mental health
  • vision
  • short- and long-term disability
  • life and AD&D insurance coverage
  • adoption/surrogacy and wellness benefits
  • employee/family assistance plans
  • various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
  • financial education and counseling resources
  • generous paid time off program in Canada includes holidays, vacation, personal, and sick days
  • full range of statutory leaves of absence
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