Business Application Training - Toronto, Canada - Richardson Wealth

Richardson Wealth

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Employment Status:

Permanent Full-Time

Location:

Toronto, ON

Department:

Training and development

Reporting To:

Senior Training & Development Specialist

Job Id:

NS - 013

Job Level:

L3

Seniority Level:

Associate

Position Overview:

The Business Training & Support Coordinator will work as a member of the Advisor Experience & Growth team supporting learning and development efforts.

Primary responsibility is to develop and deliver customized training solutions to support retail brokerage procedures and technology across Richardson Wealth.

A key objective is to help Investment Advisor Teams build highly successful businesses by empowering them to be as efficient as possible in navigating the Richardson Wealth platform.

Duties & Responsibilities:

Proactively provide teams with best practices on system use and efficiency in cooperation with Branch Management Teams
Communicate and support use of appropriate and current policies and procedures related to Operations
Maintain and update training materials and Training intranet within branding guidelines as required
Ensure training content is kept up to date on a regular basis by deploying a review/update process that is maintained
Host branch/firm wide training webinars on system related topics as required.
Respond and manage all inquiries received on the Training OTRS queue in a professional, timely and courteous manner
Answer and respond to all phone calls on the Training Support line on a timely basis
Coordinate third party training with external vendors (Maximizer, Thomson)
Partner with RWL departments to help facilitate and implement organized or Ad Hoc software training
Support short term and long term training initiatives under direction

Skills & Qualifications:

25 years as a Sales Associate or Retail brokerage training experience
Strong communication skills
Positive attitude and ability to work with various personality types
Ability to take initiative and be solution oriented
Analytical and organizational skills
Leadership and project management skills
Knowledge of wealth management operations
Knowledge of Dataphile, Croesus & SharePoint would be an asset but not required
Solid knowledge of Microsoft Office Suite
Ability to travel / overtime hours may be required
French language comprehension considered an asset

Education:

Postsecondary education
Completion or willingness to work towards completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)