Aviso:

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 a Bilingual Learning & Development Specialist to join our Aviso’s learning and development team for 14 months.

Reporting to the Leader of L&D, the Bilingual Learning & Development Specialist will focus on the development and delivery of our best in class training programs to our CUW Advisor Partners. The position will ensure that the learning content, delivery and associated activities are technically current and accurate, and effectively delivered.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and 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:

• Oversee for the design and development, including scoping learning objectives, understanding target audiences, determining activities and collateral requirements, and resourcing technical training programs aimed at advisors, associates, assistants, and leaders
• Deliver live training via webinar, as well as maintain and expand the current library of recorded/e-learning training modules for advisor business systems, including Dataphile, proprietary software, and others where required
• Build and maintain an inventory of advisor-friendly resources and tools, including advisor reference guides, process maps, helpful hints, best practices, and FAQs
• Provide in-depth and up-to-date knowledge of the relevant business, including products, policies, practices, systems, and procedures
• Liaise with Subject Matter Experts, as required, throughout the design and development process for content validation
• Keep current on issues concerning CIRO-ID & CIRO-MF regulations and other education requirements
• Conduct assessments of internal departmental training needs and assist with the content development and implementation
• Assess, track and report continuing education credits for advisor network
• Work on a variety of training projects & initiatives where required

Requirements

Your experience and skills:

• Minimum of 3 years of wealth management experience (within the investment and/or insurance industry). Preference given to candidates with advisor/client-facing experience.
• Experience with advisor training; this can include responsibility for electronic course design/delivery, in-person training and/or training in a virtual setting. An understanding of adult education/learning styles as well as industry and technological trends in terms of delivery is an asset
• Familiarity with learning design/delivery software (ie: Articulate, Vyond, etc.) and LMS functionalities
• Post-secondary education in a related discipline
• Completion of  CSC or CIFC and/or LLQP is an asset
• CFP, PFP or other equivalencies an asset
• Demonstrated content development and instructional design experience an asset
• Strong training, presentation, facilitation and interpersonal communication skills
• Ability to deliver learning through a variety of means including virtual classroom, webinars, self-paced learning, seminars and conference calls
• Must be able to understand and apply adult teaching principals
• Demonstrated ability to clearly articulate and present ideas and information
• Excellent writing, editing, and communication skills
• High level of proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Proactive, self-starter who is able to work with minimal supervision
• Well organized and able to work effectively to deadlines
• Good problem solving and decision-making skills
• Results-oriented, demonstrating ownership and accountability
• Excellent interpersonal skills and a strong team player
• Strong commitment to exceptional customer service
• High degree of accuracy and attention to detail
• Innovative, resourceful, creative and adaptable to changing business environment
• Fluent communication skills in English and French are required

Benefits

Why Aviso?

At Aviso, 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso 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 approximately $145 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 $85,000 - $ 90,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.