Location: Any Wellington-Altus Branch in Canada

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

Report on Business 2025 rankings.
Investment Executive 2026 Brokerage Report Card

The opportunity:

As our Lead Trainer/Training Specialist, you will be at the forefront of our efforts to deliver exceptional training programs tailored to the needs of our advisory teams and corporate staff. Reporting directly to the Manager of the Training and Development team and to the second remover supervisor, the AVP of Advisor Training and Development, you will play a pivotal role in designing, delivering, and maintaining training materials, as well as coordinating training events and logistics. Your expertise will be instrumental in shaping the development and integration of corporate training systems across the organization.

The candidate will provide training to new and existing Advisor teams and corporate employees, including technical and business process training. The incumbent will deliver and produce training materials (both e-learning and instructor-led), organize training events for new teams, and provide virtual learning support. They will also assist and consult with stakeholders in designing, developing, and integrating corporate training and development systems, as well as databases for learning management systems.

Key responsibilities include:

Serve as the cornerstone for day-to-day operational procedures, offering expert guidance and support to team members.
Collaborate closely with the Manager of Training and Development to serve as a subject matter expert and mentor team members.
Engage participants through dynamic and interactive training sessions rooted in adult learning principles.
Take charge of coordinating logistics for training events, ensuring seamless execution and maximum participant engagement.
Contribute to the upkeep of our learning management system database and support system, overseeing maintenance, development, and reporting efforts.
Play a key role in maintaining and enhancing our internal intranet for advisory teams and corporate employees.
Proactively identify and capitalize on training opportunities within the organization to streamline processes and enhance the overall advisor experience.
Flexibility to undertake any additional duties as assigned by the Manager of Training and Development.
Evaluate learning outcomes to provide valuable insights and recommendations for additional training and support initiatives.
Assess the effectiveness of training programs, ensuring the seamless integration of newly acquired skills and techniques into daily operations.
Collaborate closely with the Manager of Training and Development to design, develop, and refine new and existing training materials to align with established learning objectives.
Partner with the Senior Manager of Training and Development to co-create comprehensive training resources and materials to facilitate the successful implementation of firm-wide projects.
Ensure documentation practices are adhered too.
Internal: Collaborate with various departments across the firm to identify training opportunities, support advisory teams in their daily operations, and contribute to the development of new projects.
External: Engage with external vendors, such as Thomson or NBIN, to facilitate collaboration on initiatives like rolling out new projects.

The ideal candidate will possess:

Accountability
Adaptability & Flexibility
Advisor Focus
Drive for Results
Entrepreneurship
Initiative
Teamwork & Collaboration
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to providing extraordinary service.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent problem-solving skills.
Strong organizational skills.
A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
An ability to maintain the highest levels of confidentiality.
Proficient in utilizing the Microsoft 365 suite of programs to streamline training and development initiatives.
Strong analytical aptitude, with the ability to interpret data and derive actionable insights to drive continuous improvement.
Proficiency in instructional design principles and the ability to develop blended learning solutions for effective content creation.
A strong proficiency in the Microsoft Office suite is essential, including tools like Excel, Word, Outlook, Loop, and Planner.
A bachelor’s degree in finance or related field, or equivalent 5 years of work experience
A minimum of three years of experience in wealth management is required.
Training Experience: While prior training experience is not mandatory, it is considered an asset. Strong interpersonal skills are essential for success in this role.
5 years’ financial services industry experience working in a high growth environment.
Equivalent combination of education and experience may be considered.
Experience in the wealth management or other regulated industry is a strong asset.
Preferred certifications: CSC and CPH, although candidates without these certifications are still encouraged to apply.

Compensation & Benefits:

Range $73,000 - $77,250 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment:

Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Must be able to travel up to 5% of the time.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role.

Wellington-Altus

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