Training Solutions Specialist (Financial Services)

Burlington, ON
Hybrid
Posted Oct 15, 2026
1 position

$30–$40 / hour

Opens an external site

Employment type: Contract
Experience level: 1+ years
Minimum education: Bachelor’s degree
Posting language: English
Working hours: 37.5 hours per week

Job summary

Develop, review, and improve training materials and programs for financial advisors, collaborating with subject matter experts and evaluating effectiveness to recommend enhancements. Coordinate training logistics and projects, assess learning needs, respond to inquiries, and align initiatives with organizational priorities.

Job details

Training Solutions Specialist (Financial Services) Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials. What is in it for you: • Hourly salary of $20-25, based on experience. • 3-month contract, covering a short-term disability leave. • Hybrid schedule, 37.50 hours per week. • Some travel may be required. Responsibilities: • Develop, implement, update, and continuously improve training modules and materials for advisor programs. • Create new and update existing job aids, training documentation, onboarding materials, and short educational videos. • Write training content from scratch by gathering information and collaborating with subject matter experts. • Translate technical information into clear, easy-to-understand content for adult learners. • Conduct annual reviews of training materials to ensure content remains relevant and up to date. • Collaborate with subject matter experts to ensure training content is accurate, relevant, and current. • Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements. • Manage training event logistics, including scheduling, communications, and resource allocation. • Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods. • Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner. • Assess training needs through surveys, interviews, or consultations with managers. • Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies. • Manage multiple projects concurrently while adhering to established timelines, budgets, and performance standards. • Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities. • Support team members in preparing for in-person and virtual training initiatives. What you will need to succeed: Required qualifications • Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field. • Relevant adult learning experience through education or practical experience. • Strong Microsoft Office skills, particularly Word, PowerPoint, and Excel. • Understanding of adult learning principles and the ability to simplify technical information. • Demonstrated ability to develop and design training materials. • Ability to gather information and translate technical concepts into clear content for adult learners. • Excellent verbal and written communication skills. • Ability to manage multiple projects simultaneously with strong attention to detail and accuracy. Preferred qualifications • 1-2 years of relevant experience. • Experience in training development in a corporate or advisory setting. • Experience working with financial advisors, insurance advisors, and/or financial industry professionals. • Knowledge of the investment industry, including compliance oversight and the regulatory environment. • Instructional design experience. • Familiarity with e-learning platforms and virtual training methods. • Experience with Learning Management Systems. • Relevant industry accreditations. • Bilingualism in French to support training initiatives, communications, and collaboration with various teams. Soft skills • Creative thinking and problem-solving. • Strong attention to detail and accuracy. • Self-motivation and ability to work independently. • Passion for innovation and learning. • Strong interpersonal skills. • Strong organizational and prioritization skills. Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

What you’ll do

Requirements

Requires post-secondary education in adult learning, education, instructional design, educational technology, business administration, or a related field, plus at least two years of training development experience. Candidates need financial services knowledge, experience designing advisor training, proficiency with Microsoft Office and learning management systems, and strong communication and project management skills.