Program Manager, New Investment Counsellor Training
Core
Design and deliver training solutions to transform how new Investment Counsellors approach prospecting, client relationships, and wealth management practices.
Role type
Senior Program Manager, Sales Enablement & Training
Builds
Scalable learning initiatives and training programs for Investment Counsellors
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic thinking, Facilitation, Coaching, Change management, Data analysis, Adult learning theory, Stakeholder management, Technology adoption, Business acumen
Preferred skills
Project management, Discretionary investment management knowledge, Behavioral assessment tools, Business development strategies
Technologies
Microsoft Office Suite (PowerPoint), Training platforms
Responsibilities
Design and execute strategic training aligned with business objectives, Lead in-person and virtual training sessions, Coach Investment Counsellors and leaders to elevate performance, Evaluate emerging trends and training technologies, Measure program impact and scale advisor enablement, Identify capability gaps and recommend development solutions
Seniority
Senior, hands-on IC
