Senior Manager, Advisor Learning & Development
About The Position
In partnership with the Director, Learning and Development, the Senior Manager, Advisor Learning & Development is responsible for leading a small team and personally contributing to the design, development, and delivery of high-impact learning programs for our Credit Union Advisors and their teams. This is a player/coach role that blends hands-on curriculum and facilitation work with people leadership to build technical capability and sales effectiveness required to deliver comprehensive wealth advice to members. You will apply modern adult learning methodologies and leverage the LMS and learning technologies to create practical, engaging experiences that improve learner confidence, accelerate time to proficiency, and support knowledge transfer. Through strong partnership with internal partners, you will translate learning needs into prioritized plans, measure outcomes, and continuously improve programs that enhance advisor and client experience. Key partnerships: You’ll work closely with Credit Union Wealth Leaders, Sales Enablement, Relationship Directors, Compliance/Registrations, Service Centre and Operations teams, and internal project/change partners to ensure learning is relevant, compliant, and adopted. Success looks like: strong participation rate in non-mandatory programs, faster advisor proficiency, improved learner satisfaction, measurable reductions in errors (e.g., NIGOs/not-in-good-order) and avoidable Service Centre escalations.
Requirements
- A post-secondary degree in an associated field of study; Business, Education, Accounting etc. is preferred.
- 5+ years of progressive experience in adult education / learning & development in the financial services industry
- 5+ years of experience in financial planning/advisory or a related financial services role is preferred
- 3–5 years of experience in a people management role with demonstrated success
- Experience assessing needs and designing and developing learning programs using modern learning techniques
- Knowledge of LMS capabilities to recommend delivery strategies and create engaging end-user experience
- Ability to manage projects within prescribed timeframes and budgets.
- Proven ability to build strong relationships and communicate effectively with employees at all levels
- Ability to manage competing priorities and thrive in a fast-paced, complex environment
- Proven analytical/problem-solving skills to interpret data, identify implications, and provide recommendations and solutions
Nice To Haves
- CFP, QAFP or PFP (or equivalent) is preferred
- Experience with Articulate 360 eLearning design tools, Learning Management software, and Knowledge Management tools is preferred
- Change management experience and/or certification is an asset
- bilingual skills in French are an asset
Responsibilities
- Lead end-to-end design, development, and delivery of the advisor curriculum (hands-on), including scoping learning objectives, understanding target audiences, determining delivery approaches, and producing required learning assets
- Own the ongoing lifecycle and governance of Academy programs and resources (e.g., reference guides, newsletters, technical papers, articles, process maps, best practices, FAQs), ensuring content remains current based on feedback, satisfaction results, and regulatory/operational changes
- Continuously improve learning experiences by identifying and implementing enhanced delivery techniques and modalities (virtual/in-person/self-directed), leveraging learning technologies, and measuring effectiveness
- Lead and coach a team of learning professionals (player/coach): set goals, assign and prioritize work, provide feedback and development support, and remove roadblocks to deliver high-quality learning solutions
- Act as a learning consultant to internal partners: conduct intake, diagnose needs, translate requirements into prioritized learning plans, and use performance indicators (e.g., market trends, NIGO/not-in-good-order and escalation themes) to recommend solutions that improve individual and organizational performance
- Ensure learning programs and materials adhere to compliance and regulatory requirements for training licensed individuals across our credit union partners
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
