Internal Training Specialist

Aviso Wealth:

At Aviso, 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 has to offer at www.aviso.ca.

The Opportunity:

We’re looking for an Internal Training Specialist to join our Business Management team. Do you have a passion for helping others learn and want to see them reach their full potential?

Reporting to the Director, Training & Development, the Internal Training Specialist will be responsible for the design, development, and delivery of learning initiatives for the Service, Operations, Compliance and Onboarding (“SOCON”) teams. These exciting initiatives will support our strategic priorities which will enhance the employee experience and result in an improved client experience. You will be responsible for helping employees cultivate their skills and expand their knowledge in areas such as customer service, operational procedures, and internal systems. The Internal Training Specialist will ensure the learning content and associated activities are current and accurate as well as delivered effectively.

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

What your day looks like:

• Complete training needs assessment, identify specific learning needs and recommend learning opportunities which are relevant and sustainable. Formulate training outlines and recommend training methodology by utilizing knowledge of specified training needs and effectiveness of methods such as eLearning, instructor led training, interactive training, demonstrations, and practical activities
• Develop training curriculum in collaboration with team members, colleagues, and subject matter experts, including facilitation guides, e-learning modules, videos, practical exercises, quick reference guides and evaluation materials
• Liaise with subject matter experts, as required, throughout the design and development process for content validation as required
• Facilitate group and individual training, both virtually and in-person, covering technical, operational and customer service skills
• Develop onboarding programs for new employees while providing support and mentorship
• Proactively provide training on topics relevant to upcoming events (i.e., tax season)
• Provide in-depth and up-to-date knowledge of relevant procedures, products, best practices, and systems
• Evaluate effectiveness of the training program and utilize relevant data to revise or recommend changes in instructional objectives and methods
• Perform other duties as required

Requirements

Your experience and skills:

• Post-secondary education in Learning & Development or Adult Education is an asset
• 3+ years relevant experience in development and delivery of corporative training initiatives
• Experience in accounting, business and/or financial administration is an asset
• Knowledge and ability to apply adult learning principles in the design, development, implementation, and evaluation of training strategies
• Understanding of adult learning theories and practices
• Strong interpersonal skills with the ability to work effectively under pressure
• Ability to meet tight deadlines with a high level of accuracy and attention to detail.
• Strong organizational skills with the ability to prioritize tasks while working on different projects simultaneously
• Excellent computer skills with a proficiency in working collaboratively with Microsoft 365
• Experience with Articulate 360 eLearning design tools, Learning Management software, and Knowledge Management tools
• 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 is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.