Curriculum Specialist
1 week ago
About Advocis
Advocis, The Financial Advisors Association of Canada, is the country's largest voluntary professional membership association for financial advisors and planners. We support advisors through designations, high quality education, advocacy, and a national chapter network. Our Curriculum Development team ensures that learners across Canada access accurate, current, and industry-leading educational content.
Position Overview
The Curriculum Specialist ensures the accuracy, currency, and quality of content across Advocis' designation, licensing, and curriculum programs. This role is ideal for a technically strong financial planning professional who is comfortable analyzing multiple-choice questions, updating course materials, and delivering online training to advisor audiences.
Key Responsibilities
Curriculum Quality & Content Management
• Maintain and update curriculum content.
• Review and revise textbook chapters, assessments, instructor slides, and resource materials.
• Ensure all content reflects current legislation and industry practice.
• Collaborate with internal and external subject-matter experts.
Assessment & Question Analytics
• Analyze multiple-choice questions using foundational statistical methods.
• Interpret question-level performance data in Excel to recommend revisions.
• Maintain test bank quality and accuracy.
Candidate Support & Technical Guidance
• Respond to candidate content questions and provide clear technical explanations.
• Use learning platforms to post announcements, FAQs, clarifications, and guidance.
• Refer complex issues to internal partners where appropriate.
Webinar Delivery
• Deliver national webinars as needed.
• Present financial planning concepts clearly and engagingly to advisor audiences.
Continuous Improvement & Insights
• Monitor regulatory updates, industry trends, and competitor offerings.
• Identify gaps or opportunities within existing curriculum and provide improvement recommendations.
What You Bring
Required
• CFP, CLU, PFA, or PFP designation (must have one).
• Undergraduate degree in any discipline.
• 3-5 years of experience in financial planning or advisory roles.
• Strong written communication; ability to explain complex concepts clearly.
• Strong Excel, Word, and PowerPoint skills.
• Ability to understand and apply basic statistical analysis to assessment items.
• Strong attention to detail and accuracy; able to work independently and collaboratively.
Nice to Have
• Experience with LMS platforms (e.g., Blackboard, D2L, Moodle).
• Experience in adult education or exam preparation.
• Experience presenting technical topics in a virtual environment.
What Success Looks Like
• Education materials are accurate, current, and well-maintained.
• Test bank questions perform reliably and fairly.
• Candidates receive timely and accurate technical support.
• Webinars are delivered professionally and effectively.
• Content reflects legislative and industry changes promptly.
How to Apply & Our Commitment
Thank you for your interest in joining Advocis. We appreciate all applications; however, only those selected for the next stage will be contacted.
Advocis is committed to an inclusive, accessible recruitment process. If you require accommodation at any stage of the selection process, please inform us, and we will work with you to meet your needs in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA).
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