Wealth Enablement Digital Trainer

Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Wealth Digital Enablement Trainer, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing platforms. You are more than a trainer—you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

_____________________________________________________________________________

What you’ll accomplish with us

As a Wealth Digital Enablement Trainer, you’ll be at the core of our mission. Here are the main responsibilities:

• Deliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.

• Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.

• Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.

• Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.

• Develop and maintain training materials, job aids, reference guides, videos, and learning resources aligned to real advisor and assistant use cases.

• Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.

______________________________________________________________________________

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strong presentation, facilitation, coaching, and communication skills.

• Stands out for their ability to simplify complexity and explain technical concepts in practical business language.

• Demonstrates strong understanding of advisor and assistant workflows within a wealth management practice.

• Is recognized for their relationship-building skills, collaborative mindset, and ability to influence behavioural change and adoption.

• Mandatory experience with delivering training, coaching, enablement, or advisory support within wealth management, financial services, or investment management environments.

• Has experience with platforms such as Croesus and Salesforce CRM, and is comfortable supporting users across connected advisor technology ecosystems.

• Demonstrates strong planning, prioritization, problem-solving, and continuous improvement skills.

• Is passionate about applying artificial intelligence and digital tools to drive efficiency and elevate performance.

• Has advanced English and French proficiency, as the role involves delivering training, creating learning materials, and collaborating with advisors, assistants, internal teams, and business stakeholders that are based across the country on a regular basis.

• Is available to travel for in-person engagement with advisor teams and to support cross-training on digital platforms.

______________________________________________________________________________

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!