Act as a primary contact point and liaison between Total Wealth Strategy & Senior Management for all Wealth Management lines of business and end users to provide training and support on most application / systems.
To also provide feedback and information to Management about the fixes, enhancements and learning opportunities to make the use of these applications / systems effective and efficient.
Implement and deliver training solutions for Relationship Manager / Advisor Teams by:
Providing end user training and support for the applications / systems & operational processes for all of the business lines in Wealth Management, specific emphasis on Salesforce, Charles River, PureFacts & WealthPrint.
Acting as consultant/trainer in facilitating core training programs and one on one coaching with Relationship Manager / Advisor Teams
Providing continuous feedback and process improvement ideas to Change Management team to improve training and user experiences.
Providing communication of training initiatives to the branch / office network.
Managing Day to Day Technology / Operations Training by:
Identifying systems training needs within various Wealth Management offices / branches that are covered to determine required training programs / needs
Working with all Sales Management teams to identify learning gaps
Consulting with Change Management team on program design to address learning gaps
Creating training plans to address learning gaps within the offices / branches
Developing, coordinating, delivering, and providing support to the office / branch network for all operations/technology initiatives
Remain up to date on industry trends, best practices and innovative training solutions by:
Collecting and sharing best practices with the Field Representative Team and the Relationship Manager/Advisor Teams
Exploring the use of complimentary training solutions and programs
Building, expanding and maintaining relationships and networks with internal training professionals and external networks to continually improve upon the effectiveness of training
Contribute to the effective functioning of the ScotiaMcLeod Training Team by:
Building effective working relationships across the Field Representative Team, the Relationship Manager / Advisory Teams and the Sales Management Teams in all of the Wealth Management business lines
Maintaining a high level of client service
Facilitating a culture of open and honest communication by actively participating and contributing to peer best practices and team meetings
Encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members.
Excellent oral and written communication skills
Ability to present to large boardroom audiences, small groups and one on one
High level of patience, with an understanding of client service
Proven track record of delivering results through a collaborative, inclusive style and process that respects all partners and their respective roles and interests, and builds the lines of communication and understanding throughout all initiatives
Strong sense of self awareness and confidence that shows up authentically
Strong ability to work independently and as part of an interdependent team.
Self–starter that can demonstrate the ability to self-manage their time, resources, organizational habits and projects
Technical and operational aptitude
Strong Organizational Skills
Industry experience and business acumen, particularly in the Wealth Management lines of business
Experience in a training-related position (includes head office and ‘in field’ experience)
Experience in facilitation/presenting
Knowledge of course development, design and delivery, preferably in the brokerage industry
Strong level knowledge of delivery methods, options and tools
Knowledge of adult learning principles, preferred
Location(s): Canada : British Columbia : Vancouver