Financial Services Trainer

4 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

  • Develop and deliver individualized training plans for FSMs, focusing on their specific needs and goals.
  • Conduct dealership visits to provide training and coaching to FSMs, using a variety of methods to identify areas for improvement and provide constructive feedback.
  • Update visit reports in Salesforce and conduct follow-up activities to ensure successful implementation of training.
  • Provide classroom and virtual training using IA Dealer Services material, ensuring a professional and engaging learning experience for participants.

Requirements

  • Extensive knowledge of the financial services industry, including systems used by retailers and financial institutions.
  • Ability to analyze sales numbers and identify areas for improvement.
  • Strong communication and interpersonal skills, with the ability to build trust with FSMs and other stakeholders.
  • Ability to use relevant software applications and transfer knowledge and skills in an educational way.

About Us

IA Financial Group is a leading provider of financial services solutions. We are committed to delivering exceptional results for our clients and partners, and we are seeking a talented and motivated individual to join our team.



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