Job Description
Description:
Temporary Full Time
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Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
We’re seeking someone to facilitate learning opportunities to our IPC Advisor Network and internal partners on systems, internal business processes and industry best practices. The optimal candidate can develop and deliver content for eLearning and live sessions; and take the lead to collaborate with internal partners to drive continuous improvement of existing processes.
What you will do
Deliver training material, methodologies, and procedures in live settings (in-person and virtual), written form (manuals, guides etc.), and eLearning modules, etc.
Support and train internal and external stakeholders on the IPC Technology Suite, business practices, and procedures.
Maintain and understand current business processes within the various business units, and within the investment industry.
Regularly attend and present at IPC Advisor functions as required such as the IPC Fall Conference and Regional Conferences.
Aid internal partners with mapping current business processes that provide a foundation for defining scope and activities.
Design training modules and material using needs-based analysis.
Prepare and maintain training and systems deployment material in conjunction with development efforts and strategies.
Periodic content audit review to ensure accuracy of resources.
Continuously strive to effect business process improvements that enhance IPC’s offering.
Manage and report progress against commitments to Business Units on a periodic or as needed basis.
Some administrative functions required to manage your day to day
12 Month contract
What you will bring
Solid understanding of e-learning principles and techniques to apply with adult learners.
Relationship building skills with a commitment to establishing long-term partnerships.
Experience with utilizing KPIs to demonstrate effectiveness of learning programs.
Ability to leverage technology to enhance client experiences.
Ability to think critically and use sound judgment when serving clients.
Strong time management competence
Minimum 4 years’ experience within a Training position; financial services industry experience is beneficial.
Undergraduate degree in Business is an asset.
Completion of Canadian Securities Course (CSC) or IFIC is an advantage.
Must have general knowledge of adult learning methodologies.
Must be extremely proficient at using the Microsoft 365 suite of products, mainly MS Word, PowerPoint, and Excel.
Proficiency in video development and eLearning authoring tools such as Captivate, Articulate, and/or Lectora, etc.
Flexibility to travel within Canada as required.
Must possess a valid Driver’s license with excellent driving record and access to a reliable vehicle.
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The base salary for this position is between $57,100 – $ 95,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted