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Advisor Training Coordinator
3 months ago
Position Overview:
As a Technology Training Specialist within the Best Practices team at Banque Nationale du Canada, you will serve as a key resource, providing specialized knowledge to advisor teams in the effective use of various applications. Your role will also involve identifying technological efficiencies that can enhance the productivity of branch employees. You will play a crucial part in promoting the integration of technology by delivering high-quality technical learning support.
Key Responsibilities:
- Facilitate training and coaching sessions for advisors and their teams, utilizing your IT expertise.
- Continuously refine and enhance training methodologies.
- Create, develop, and update a variety of training resources, including training plans, manuals, video content, presentations, and podcasts.
- Assess user requirements, comprehend business challenges, and provide tailored coaching to help achieve practice objectives.
- Enhance the mastery and integration of technological tools within the sector.
- Measure and ensure user satisfaction with the learning support services provided.
- Contribute to significant technological rollouts, ensuring that necessary updates and follow-ups are executed.
- Oversee the design, development, and distribution of documentation related to the technological applications available to branch employees.
Your Team:
As a member of the Wealth Management sector, you will collaborate with a team of 12 professionals and report to the Manager of Employee Learning Experience. Our team is recognized for its training expertise and the exceptional client experience it delivers to wealth advisors and their teams.
Qualifications:
- A three-year professional college diploma or equivalent in a relevant field, accompanied by eight years of pertinent experience.
- Proven experience in delivering training and effective communication.
- Familiarity with the full-brokerage environment (wealth management) is advantageous.
- Experience with Salesforce and Croesus is preferred.
- Background in working within a wealth advisor team is a plus.
- Proficient in Microsoft Office Suite and collaboration tools (PowerPoint, Excel, SharePoint, Yammer, Teams, etc.).
- Ability to democratize learning applications within the business line.
- Strong interpersonal skills to engage with Wealth Advisors and their teams.
Skills Required:
Excellent communication, commitment to diversity and inclusion, empathy, initiative, learning agility, resilience, and teamwork.
Benefits:
In addition to competitive compensation, you will have access to a comprehensive range of flexible benefits designed to support your well-being and that of your family, including:
- Health and wellness programs with various options.
- Flexible group insurance plans.
- Generous pension contributions.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities for community involvement.
- Telemedicine services.
- Virtual sleep clinic.
We offer a dynamic work environment equipped with advanced collaboration tools, fostering a positive employee experience. We value employee feedback and encourage open communication.
Commitment to Inclusivity:
We are dedicated to creating a workplace that is accessible and inclusive for all employees. Our mission is to positively impact lives, guided by our core values of partnership, agility, and empowerment.
We encourage all candidates to bring their unique qualities to our team.
