Location: This in-office position can be based out of any of our offices in Canada.

Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

• Investment Executive 2025 Brokerage Report Card.

The opportunity: Reporting to the Manager, Training and Development, the Training Associate will deliver training for new and existing Advisory team members and corporate employees, which includes both technical and business process training. The incumbent will deliver and create training materials (e-learning and instructor led), coordinate training event logistics for new teams, and maintain virtual learning support. The Training Associate will support and consult with stakeholders to design, develop and integrate corporate training and development systems as well as learning management system databases.

Key responsibilities include:

• Delivering courses in an open and engaging environment for adult learning, in both in-person and virtual formats.
• Assessing learning outcomes, providing recommendations for additional training and supports where required to ensure success.
• Assessing training effectiveness to ensure incorporation of taught skills and techniques into teams and or employees work behavior
• Coordinating training event logistics with for new teams, Associates, and corporate employees.
• Assisting in the Learning Management System database and supporting systems maintenance, development, and reporting.
• Assisting in maintaining the Training Site on Wellington-Altus employee intranet.
• Supporting the development and maintenance of course materials, including instructor manuals, participant guides, e-Learning, train the trainer materials, job aids, evaluations, and tests.
• Performing various administrative duties, including scheduling training sessions and organizing and reporting on enrollment through the learning management system.
• Supporting the design, development, and revision of new/existing courseware to meet learner needs, using best practices in instructional design by leveraging technology.
• Supporting the development and maintenance of course materials, including instructor manuals, participant guides, e Learning, train the trainer materials, job aids, evaluations, and tests.
• Partnering with subject matter experts and support teams for alignment on ongoing changes to update existing modules and training material.
• Managing calendars and schedule training webinars, ensuring all stakeholders are informed and prepared.
• Setting up Events in Simmplr or BOSS as applicable.
• Providing support and assistance in navigating the intranet platforms for training and content development purposes.
• Implementing reminders, validations, and review processes to ensure compliance and effectiveness of training programs.
• Content Reviewing, review revisions as identified with Sr Manager, and Manager.
• Managing permissions and access rights for training materials and platforms as needed.
• Communicating updates, new content, and relevant training sessions through the newsletter.
• Coordinating the calendar and time slots for both AVP and Manager for training initiatives.
• Organizing training content, including written materials and videos, for easy access and reference.
• Coordinating the posting of training materials and resources on relevant platforms following training sessions.
• Maintaining intranet: job aid inventory, code book, and others as developed.
• Monitoring and managing the training mailbox responding to inquiries and requests in a timely manner.
• Collaborating with stakeholders, including Senior Manager, Training & Development and Manager, Training & Development, to provide accurate and timely responses to training-related queries.
• Maintaining and updating project spreadsheets, tracking progress and milestones for training initiatives in collaboration with internal project partners.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s degree or a diploma in finance, or similar field of study.
• A minimum of 2-5 years’ of financial services industry experience working in a high growth environment.
• A minimum of 2 years’ of experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Completion or working towards Canadians Securities Course (CSC) or Conduct and Practices Handbook (CPH) a strong asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Experience in digital content creation, rapid/development of content resources, knowledge management.
• Experience using online meeting platforms such as, MS Teams and Learning Management Systems (UKG), SharePoint, Simpplr.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service with an excellent attention to detail.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Excellent problem-solving and organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.
• Strong analytical aptitude, with the ability to interpret data and derive actionable insights to drive continuous improvement.
• Proficiency in instructional design principles and the ability to develop blended learning solutions for effective content creation.

Conditions of employment:

• Must be legally eligible to work in Canada.
• Must be able to travel within Canada up to 1-5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply: Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.