Bilingual Learning & Development Specialist – Temporary

Aviso Wealth

Bilingual Learning & Development Specialist focusing on developing and delivering training at Aviso. Engaging with advisor partners to ensure successful learning outcomes in wealth management.

Posted 7/29/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSenior💰 CA$85,000 - CA$90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in training design and delivery, with a strong focus on adult education principles and the ability to create engaging learning experiences. Proficient in utilizing learning design software and managing training programs within the wealth management sector.

Highest-signal resume keywords

Wealth Management ExperienceAdvisor Training ExperienceLearning Design Software ProficiencyContent Development and Instructional DesignFluent Communication in English and French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training DesignContent DevelopmentInstructional DesignAdult Learning PrinciplesMicrosoft Office ProficiencyAssessment and EvaluationE-Learning Module DevelopmentWebinar DeliveryVirtual Classroom FacilitationRegulatory Knowledge (CIRO-ID & CIRO-MF)

Soft Skills

Interpersonal CommunicationPresentation SkillsProblem SolvingOrganizational SkillsCustomer Service Orientation

Tools & Technologies

ArticulateVyondLearning Management Systems (LMS)Webinar PlatformsE-Learning Tools

Certifications & Qualifications

CSCCIFCLLQPCFPPFP

Industry Keywords

Wealth ManagementInvestment IndustryInsurance IndustryAdvisor TrainingContinuing Education

About the role

Key responsibilities & impact

Oversee for the design and development, including scoping learning objectives, understanding target audiences, determining activities and collateral requirements, and resourcing technical training programs aimed at advisors, associates, assistants, and leaders
Deliver live training via webinar, as well as maintain and expand the current library of recorded/e-learning training modules for advisor business systems, including Dataphile, proprietary software, and others where required
Build and maintain an inventory of advisor-friendly resources and tools, including advisor reference guides, process maps, helpful hints, best practices, and FAQs
Provide in-depth and up-to-date knowledge of the relevant business, including products, policies, practices, systems, and procedures
Liaise with Subject Matter Experts, as required, throughout the design and development process for content validation
Keep current on issues concerning CIRO-ID & CIRO-MF regulations and other education requirements
Conduct assessments of internal departmental training needs and assist with the content development and implementation
Assess, track and report continuing education credits for advisor network
Work on a variety of training projects & initiatives where required

Requirements

What you’ll need

Minimum of 3 years of wealth management experience (within the investment and/or insurance industry). Preference given to candidates with advisor/client-facing experience.
Experience with advisor training; this can include responsibility for electronic course design/delivery, in-person training and/or training in a virtual setting. An understanding of adult education/learning styles as well as industry and technological trends in terms of delivery is an asset
Familiarity with learning design/delivery software (ie: Articulate, Vyond, etc.) and LMS functionalities
Post-secondary education in a related discipline
Completion of CSC or CIFC and/or LLQP is an asset
CFP, PFP or other equivalencies an asset
Demonstrated content development and instructional design experience an asset
Strong training, presentation, facilitation and interpersonal communication skills
Ability to deliver learning through a variety of means including virtual classroom, webinars, self-paced learning, seminars and conference calls
Must be able to understand and apply adult teaching principals
Demonstrated ability to clearly articulate and present ideas and information
Excellent writing, editing, and communication skills
High level of proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Proactive, self-starter who is able to work with minimal supervision
Well organized and able to work effectively to deadlines
Good problem solving and decision-making skills
Results-oriented, demonstrating ownership and accountability
Excellent interpersonal skills and a strong team player
Strong commitment to exceptional customer service
High degree of accuracy and attention to detail
Innovative, resourceful, creative and adaptable to changing business environment
Fluent communication skills in English and French are required

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork