Technical Coach, Wealth
Top Benefits
About the role
Application Deadline: 09/04/2025
Address: 100 King Street West
Job Family Group: Human Resources
Identifies business needs and delivers effective learning and performance-focused programs for the assigned portfolio to support the business/group strategy. Develops, promotes, maintains, and actively manages designated learning program(s), performing periodic reviews, analyzing program outcomes, providing insights, and making recommendations for enhancements / changes. Ensures the effective and efficient execution of all program components, including ensuring change management and communications are in place.
- Acts as a trusted advisor for supporting the professionals of Wealth Management with coaching on common applications such as: Charles River, RIS, Wealth 360, myWealth, and OneSpan.
- Provides specialized consulting, analytical and technical support, primarily through 1:1 coaching calls, virtual classroom facilitation and/or in-person branch visits.
- Influences and negotiates to achieve business objectives.
- Identifies emerging issues and trends to inform decision-making.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
- Defines the business/group learning strategy to achieve business objectives; recommends for approval.
- Develops viable tactical strategies and participates in the development of the recommendations for short- and longer-term plans including preparing business cases and monitoring of business objectives.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Breaks down strategic problems, and analyses data and information to provide program insights and recommendations.
- Monitors and tracks program performance and addresses any issues.
- Investigates, analyzes, documents and mitigates program risks and advises any issues or concerns to senior leaders.
- Supports the development of the learning program strategy ensuring that key goals are delivered and are aligned to overall BMO goals.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions; assesses performance gaps and recommends solutions to assigned business/group leaders on principles and programs, and the highest value learning deliverables / methods for the lowest cost.
- Supports the design, development, and management of effective learning and performance-focused solutions (e.g. assesses client needs, develops the learning strategy, designs program, and identifies delivery methods and methodology).
- Works on a variety of projects, initiatives and platforms / mediums to support of the execution of business strategies according to required timelines and budgets while maintaining a high-level quality in all output.
- Ensures the delivery of learning strategies, courses and programs to leaders and employees to enable them to meet performance objectives related to enterprise and business/group goals; facilitates learning courses and programs.
- Builds effective relationships with internal/external stakeholders and proactively seek opportunities to stay informed about changes within the line of business.
- Ensures alignment between stakeholders.
- Supports the execution of strategic initiatives; includes tracking metrics and milestones.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
- Continuously monitor industry developments and continuously update programs to ensure they are competitive and effective.
- Focus is primarily on Private Wealth within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Proficiency with Wealth Management applications such as Charles River, RIS, Wealth 360, myWealth, and OneSpan – In-depth
- Experience in learning design and facilitation - Working.
- Program management skills – Working.
- Attention to detail with a focus on execution – In-depth.
- Deep knowledge and technical proficiency gained through extensive business experience. – In-depth
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Technical Coach, Wealth
Top Benefits
About the role
Application Deadline: 09/04/2025
Address: 100 King Street West
Job Family Group: Human Resources
Identifies business needs and delivers effective learning and performance-focused programs for the assigned portfolio to support the business/group strategy. Develops, promotes, maintains, and actively manages designated learning program(s), performing periodic reviews, analyzing program outcomes, providing insights, and making recommendations for enhancements / changes. Ensures the effective and efficient execution of all program components, including ensuring change management and communications are in place.
- Acts as a trusted advisor for supporting the professionals of Wealth Management with coaching on common applications such as: Charles River, RIS, Wealth 360, myWealth, and OneSpan.
- Provides specialized consulting, analytical and technical support, primarily through 1:1 coaching calls, virtual classroom facilitation and/or in-person branch visits.
- Influences and negotiates to achieve business objectives.
- Identifies emerging issues and trends to inform decision-making.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
- Defines the business/group learning strategy to achieve business objectives; recommends for approval.
- Develops viable tactical strategies and participates in the development of the recommendations for short- and longer-term plans including preparing business cases and monitoring of business objectives.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Breaks down strategic problems, and analyses data and information to provide program insights and recommendations.
- Monitors and tracks program performance and addresses any issues.
- Investigates, analyzes, documents and mitigates program risks and advises any issues or concerns to senior leaders.
- Supports the development of the learning program strategy ensuring that key goals are delivered and are aligned to overall BMO goals.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions; assesses performance gaps and recommends solutions to assigned business/group leaders on principles and programs, and the highest value learning deliverables / methods for the lowest cost.
- Supports the design, development, and management of effective learning and performance-focused solutions (e.g. assesses client needs, develops the learning strategy, designs program, and identifies delivery methods and methodology).
- Works on a variety of projects, initiatives and platforms / mediums to support of the execution of business strategies according to required timelines and budgets while maintaining a high-level quality in all output.
- Ensures the delivery of learning strategies, courses and programs to leaders and employees to enable them to meet performance objectives related to enterprise and business/group goals; facilitates learning courses and programs.
- Builds effective relationships with internal/external stakeholders and proactively seek opportunities to stay informed about changes within the line of business.
- Ensures alignment between stakeholders.
- Supports the execution of strategic initiatives; includes tracking metrics and milestones.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
- Continuously monitor industry developments and continuously update programs to ensure they are competitive and effective.
- Focus is primarily on Private Wealth within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Proficiency with Wealth Management applications such as Charles River, RIS, Wealth 360, myWealth, and OneSpan – In-depth
- Experience in learning design and facilitation - Working.
- Program management skills – Working.
- Attention to detail with a focus on execution – In-depth.
- Deep knowledge and technical proficiency gained through extensive business experience. – In-depth
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.