Senior Manager, PCG Training & Development

Raymond James•Vancouver, BC

3d•CA$110,000 - CA$130,000

About The Position

The Senior Manager, PCG Training & Development will lead the strategy, design, delivery, and continuous improvement of training programs for the PCG branch network. The role will ensure advisors, associates, and branch leaders receive practical, timely, and engaging learning support for core processes, desktop tools, workflow changes, regulatory updates, and onboarding requirements. This forward-thinking leader will also champion the responsible use of AI and learning technologies to modernize the PCG training offering, improve learner experience, scale access to training resources, and strengthen adoption across branches.

Requirements

7+ years of progressive experience in Learning & Development, training, operations enablement, change management, financial services, or a related function; experience in investment brokerage or wealth management is strongly preferred.
Demonstrated experience leading enterprise or branch-facing training programs from needs assessment through design, delivery, measurement, and continuous improvement.
Strong knowledge of advisor, sales assistant, branch administration, and operational processes within an investment dealer or comparable financial services environment.
Post-secondary education in Education, Human Resources, Business Administration, Finance, Communications, or a related field; adult education, instructional design, facilitation, project management, or change management certification is an asset.
Enrollment in or completion of the Canadian Securities Course, Conduct and Practices Handbook, or equivalent industry education is an asset.
Strong facilitation skills across in-person, virtual, webinar, and blended learning formats, with the ability to adapt delivery to diverse audiences and learner needs.
Experience developing learning assets using tools such as Microsoft 365, PowerPoint, SharePoint, LMS platforms, eLearning authoring software, screen recording tools, and interactive learning technologies.
Working knowledge of AI-enabled productivity, knowledge management, content development, analytics, or learner-support tools; ability to apply AI responsibly to improve learning quality, accessibility, consistency, and speed.
Experience with leading or delivering CRM training, preferably with Dynamics CRM.
Strong analytical skills with the ability to interpret feedback, participation data, business impacts, and learner outcomes to improve programs.
Excellent written and verbal communication skills, including the ability to translate complex operational or regulatory information into clear, practical training and communications.
Strong stakeholder management skills with the ability to build credibility, influence outcomes, and work effectively with subject matter experts, business leaders, vendors, and cross-functional project teams.
Exceptional organization, project management, and prioritization skills, with the ability to manage multiple initiatives in a fast-paced and evolving environment.
High attention to detail, sound judgment, discretion with confidential information, and a client/advisor-focused service mindset.

Nice To Haves

Bilingual capability in English and French is an asset.

Responsibilities

Set the PCG training strategy and roadmap in alignment with branch needs, firm priorities, regulatory requirements, operational changes, and advisor experience objectives.
Lead the design, development, maintenance, and continuous improvement of PCG training programs, in consultation with internal partners, of workflow/process training, technical application training, skills development, and leadership or role-based learning where applicable.
Partner with Practice Management and Technology to continue to develop and deliver Client Relationship Management (CRM) training in support of best practices for advisors and their team members, to help increase adoption of Dynamics CRM for advisor teams.
Identify and implement practical AI-enabled opportunities to enhance the training offering, including intelligent knowledge retrieval, scenario-based learning, personalized learning pathways, content drafting support, training analytics, and faster conversion of process changes into learner-ready materials.
Partner with all internal departments and business stakeholders to ensure AI-supported training practices are accurate, secure, appropriately governed, and aligned with firm standards.
Use learning data, learner feedback, branch trends, and operational insights to recommend improvements and prioritize training investments.
Plan and facilitate engaging in-person, virtual, webinar, eLearning, and blended training sessions for PCG branches across Canada.
Support national rollouts of new workflows, regulatory changes, desktop tools, applications, and firm-wide projects by translating complex information into practical, branch-ready training and communications.
Proactively engage with new employees to ensure they understand available training resources and feel supported during onboarding and transition periods.
Lead the support of training for competitive hires and their team members.
Collaborate with subject matter experts, business leaders, instructional designers, and communications partners to develop curriculum, job aids, guides, videos, presentations, toolkits, SharePoint resources, and other learning assets.
Apply adult learning principles, inclusive design practices, and learner-centered facilitation techniques to make training clear, accessible, relevant, and easy to apply.
Review, curate, and maintain PCG eLearning and learning materials to ensure accuracy, consistency, quality, and alignment with internal communications and process documentation.
Act as a trusted training partner and subject matter expert for PCG Administration, Operations, IT, Compliance, HR, Practice Management partners, project teams, and branch leadership.
Advise on training impacts for firm-wide project deliverables, workflow changes, regulatory initiatives, desktop tool updates, and new systems or process implementations.
Collaborate with vendors and internal platform owners to ensure PCG desktop application training materials and support resources remain current.
Establish training standards, program governance, and quality controls for PCG training content, logistics, reporting, and learner communications.
Track participation, course feedback, learning outcomes, and program effectiveness; prepare reporting and recommendations for continuous improvement.
Coordinate schedules, communications, course launches, LMS administration, SharePoint updates, compliance reporting, budgets, vendors, and training resources where applicable.
Provide leadership, coaching, and oversight to PCG training resources and junior team members, including prioritization of work, deliverables, quality review, and development support.
Model strong collaboration, accountability, adaptability, and service orientation while fostering a culture of learning and continuous improvement across PCG Administration and branch-facing support teams.