Financial Services Trainer

2 weeks ago


Toronto, Ontario, Canada IA Financial Group Full time

Job Summary

We are seeking a highly skilled Financial Services Trainer to join our team at IA Financial Group. As a key member of our Dealer Services team, you will be responsible for delivering high-quality training programs to our Financial Service Managers (FSMs).

Main Responsibilities

Individual Training

  • Prepare for visits by analyzing sales numbers and identifying FSM development needs.
  • Develop trustworthy relationships with FSMs to facilitate training and provide individualized coaching.
  • Update visit reports in Salesforce and conduct follow-up activities as needed.

Training

  • Design and deliver classroom and virtual training sessions using iA Dealer Services material.
  • Ensure broad understanding of provided information and promote the use of corporate tools.
  • Actively participate in iA Dealer Services development activities and workshops.

Requirements

  • Knowledge of systems used by retailers (UniFI, UniFi 2.0, Dealertrack, Equifax, etc.).
  • Extensive knowledge of the market and operations of a business office.
  • Ability to perform the duties of an FSM and transfer knowledge and skills in an educational way.


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