Change Management Specialist

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**Position Summary**:
The location of this role will be a hybrid work schedule based in our _Vancouver_ or _Toronto_ office.

**As a Change Management Specialist, your key accountabilities will involve**:

- Align with the overall change management strategy for given projects by crafting and executing training plans to drive higher levels of engagement, faster adoption, increase utilization and higher proficiency.
- Work closely with the SMEs and the business to conduct comprehensive training needs assessments with key stakeholders.
- Create or support the creation of training plans based on detailed analysis of stakeholders and the impact of the change.
- Develop course curriculum, training schedule, lesson plans and training artifacts (including job aids, videos, online courses, etc) to fulfill the training needs.
- Identify risks, issues and take proactive steps to consult stakeholders to mitigate risks for a smooth training delivery.
- Develop and execute on the train-the-trainer plan to scale up training for a significant number of end users; train and support trainers across different teams.
- Administer knowledge checks and surveys to better understand the gaps in training and create plans to close these gaps.
- Work closely with the Change Analyst to ensure appropriate training logistics are in place and training attendance is being tracked.
- Proactively manage key stakeholder relationships to support and monitor change adoption.
- Performs other related duties, as required.

**As a Change Management Specialist, your experience and qualifications will include**:

- A minimum of 3 years' Change Management experience or technical training/learning & development experience.
- Bachelor's degree in the field of Business, Adult Education, Technical Training, Instructional Design, or other relevant field.
- Prosci certificate and/or other adult learning certification (e.g. PIDP) is considered an asset.
- Strong experience in instructional design, developing step-by-step job aids, editing training videos, developing e-learning courses using authoring tools.
- Experience in delivering training both in the classroom as well as virtually.
- Experience using tools such as Teams & Zoom to deliver training.
- Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.
- A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.
- Effective oral and written communication skills.
- Financial services experience is an asset.
- Strong Excel, PowerPoint, and SharePoint skills required.
- Ability to translate technical knowledge into training materials that are easily consumable for end users.
- Exceptional interpersonal, influencing and conflict management skills.
- Creative problem solver who can prioritize and discern between critical and less important problems.
- Detail oriented with the ability to maintain the big picture when rolling out training plans.
- Must be legally eligible to work in Canada for any employer.