Job title: Director, Learning & Development – Wealth Management

Company: Aviso Wealth

Job description: Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We’re looking for a Director, Learning & Development to join our Learning and Development team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the VP, Learning and Development, the Director, Learning & Development is responsible for leading a team responsible for the design, development, and delivery of high impact learning programs for our credit union advisors and their teams. The L&D Director will incorporate modern teaching methods to engage learners to develop their technical, sales effectiveness and practice management capabilities required to deliver comprehensive wealth advice to their members.

This role is responsible for incorporating the latest adult learning methodologies to develop solutions that increase client experience and engagement, enhance performance, develop capabilities, increase time to proficiency and aid knowledge transfer to help achieve our partner’s business results and positively contribute to Aviso’s relationships with our CU and other partners.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• As a highly experience educator with a financial planning or advisor background, you are accountable for the overall design and development, including scoping learning objectives, understanding target audiences, determining activities and collateral requirements and resourcing a suite of blended learning solutions to support the launch of the advisor curricula
• Regular maintenance of all Academy programs: advisor curricula, inventory of resources and tools, including reference guides, newsletters, technical papers, articles, process maps, helpful hints, best practices and FAQs based on client feedback and client satisfaction surveys
• Identify and deliver enhance learning delivery techniques and mechanism to improve learner and client experience.
• Lead and coach a team of learning professionals responsible for the build and launch of blended learning solutions to our clients
• Lead or participate on multiple internal projects varying in size and complexity
• Collaborate with partners and internal stakeholders on business-initiated projects to ensure successful project delivery and completion
• Act as a learning consultant to our Credit Union Partners’ Wealth and Retail leaders to understand advisory teams’ learning needs and to design & develop strategic learning solutions that improve individual and organizational performance
• Collaborate with internal team members to identify and streamline learning for internal and external learners
• Collect and analyze market conditions, call center data, trends, NIGOs (not in good order) and escalation logs to proactively identify and address through learning solutions advisors’ emerging and evolving needs
• Adhere to the compliance and regulatory requirements for the training of licensed individuals of our credit union partners

Requirements

Your experience and skills:

• A post secondary degree in an associated field of study (Business, Education, Accounting etc.)
• 5-10 years of experience in financial planning/advisory, financial services role
• 5-7 years of progressive experience in adult education / learning & development in the financial services industry
• 3-5 years of experience in a people management role with demonstrated success
• CFP, QAFP or PFP, or equivalent is a must
• Experience in the assessment, designing, developing of learning programs using modern learning techniques
• Knowledge of LMS capabilities to recommend delivery strategies to deliver an engaging and dynamic end-user experience
• Experience with Articulate 360 eLearning design tools, Learning Management software, and Knowledge Management tools
• Ability to manage projects within prescribed timeframes and budgets
• Change management experience and certification an asset
• Proven ability to build strong relationships, including interfacing and communicating effectively with employees at all levels across the organization
• Ability to lead and drive multiple competing priorities and thrive in a fast paced and complex environment
• Proven ability to analyze problems, identify key information and issues, interpret data and determine implications to provide recommendations and solutions
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Expected salary:

Location: Toronto, ON

Job date: Wed, 18 Oct 2023 22:00:17 GMT