Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.With over 1 million people using Wealthsimple products, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!Read our Culture Manual to learn more about us and how we work.The Training & QA team works closely with the Client Success and Portfolio Management teams equipping them with the skills, knowledge, and know-how they need to deliver an exceptional experience to our clients.
In this role, you'll have the opportunity to:
Facilitate onboarding and ongoing learning sessions for our Portfolio Management team including training on systems, investment portfolios, and sales techniques.
Design, create, and organize training modules from initial onboarding onwards using various mediums, including live sessions, online learning, roleplaying, and workshops.
Prepare talking points, use cases and/or training sessions to support the Portfolio Management team with product launches and updates from our Investment Research team.
Establish a coaching program and feedback loop with Management to identify educational opportunities and areas for improvement.
Work cross-functionally with Client Success to build training programs to support Client Experience Associates as well as Portfolio Managers.
What does the ideal candidate look like?
You can effectively work with subject matter experts to consolidate and refine existing information and break down complex concepts into digestible content.
You approach training from the learner’s perspective with an understanding of various learning styles. The training content that you create is engaging and effective across the various mediums.
You are confident presenting and have exceptional communication skills. You know how to keep individuals engaged either in a classroom or remotely.
You have a willingness to be flexible and embrace the unknown: You understand that working in a startup environment can be challenging and that the parameters of this role and its expectations may be in a state of flux.
Skills we're looking for:
Minimum 5 years prior experience in a Sales training or enablement role, preferably in a financial services environment
Proven ability to educate, coach, and motivate peers
Collaborative team player with the ability to develop strong cross-functional relationships across the organization
Confident navigating ambiguous environments and takes ownership over any problems encountered
Acute attention to detail and you sweat the small stuff
Nice-to-haves (but not necessary):
Previous experience using a learning management system (LMS) e.g. Lessonly, SAP Litmos, Absorb
Bilingual with a fluency in French and English
Previous experience in a financial institution or technology startup
Bonus points if you are familiar with Wealthsimple products
At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create space where all voices can be heard so that we can all do our life's best work. We’re committed to openness, curiosity and creating an inclusive culture as we know that diverse teams build better products and generate better ideas. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.