Wealth Enablement Digital Trainer

iA Financial Group•Toronto, ON

9d•CA$86,000 - CA$125,000•Hybrid

About The Position

Build the future with us Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Wealth Digital Enablement Trainer, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing platforms. You are more than a trainer—you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Strong presentation, facilitation, coaching, and communication skills.
Ability to simplify complexity and explain technical concepts in practical business language.
Strong understanding of advisor and assistant workflows within a wealth management practice.
Relationship-building skills, collaborative mindset, and ability to influence behavioural change and adoption.
Mandatory experience with delivering training, coaching, enablement, or advisory support within wealth management, financial services, or investment management environments.
Experience with platforms such as Croesus and Salesforce CRM, and is comfortable supporting users across connected advisor technology ecosystems.
Strong planning, prioritization, problem-solving, and continuous improvement skills.
Passionate about applying artificial intelligence and digital tools to drive efficiency and elevate performance.
Advanced English and French proficiency.
Available to travel for in-person engagement with advisor teams and to support cross-training on digital platforms.

Responsibilities

Deliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.
Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.
Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.
Develop and maintain training materials, job aids, reference guides, videos, and learning resources aligned to real advisor and assistant use cases.
Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.