Our Calgary-based client is a growing financial planning firm seeking an experienced Learning and Development Associate to join their team. Acting as a ‘player-coach,’ the Associate will ensure that the organization’s advisors, member firms, and their teams receive effective training and ongoing development and enablement support. The Associate will lead day-to-day training delivery, coaching, and content development, while supporting the adoption of financial planning tools and processes. This role is ideal for a financial professional – CPA or CFP – who has discovered a passion for developing others and is seeking a career shift into training and enablement.
Your Success Will Be Defined By Your Ability To
- Deliver onboarding, training, and coaching for member firms, company advisors, and internal teams.
- Lead engaging in-person and virtual sessions on relevant topics and tools.
- Provide real-time support for financial planning software, CRM, and other technologies.
- Adapt training methods to suit diverse audiences.
- Collaborate with consultants to design and enhance structured learning journeys.
- Develop and maintain practical, accessible training materials and e-learning content.
- Manage and update the Learning Management System (LMS) to ensure current and effective learning methods.
- Gather feedback and monitor training outcomes to improve effectiveness and engagement.
- Act as a super user and champion for relevant tools, promoting adoption and best practices.
- Build strong relationships with firm leaders and advisors to understand and address training needs.
- Support CPA firms in integrating tools and processes through hands-on training and coaching.
- Note: occasional travel will be required to support teams across Canada.
Your strengths include:
- Practical experience as a Certified Financial Planner (CFP) and/or CPA (direct client advisory experience strongly valued).
- Proven ability to coach and support professionals in adopting new processes or technology, ideally with 2+ years in a training or coaching capacity.
- Strong presentation and facilitation skills, both virtually and in-person.
- Excellent communication and interpersonal skills.
- Comfort navigating e-learning tools and LMS platforms.
If you are interested in this role and meet the above criteria, please click the
“Apply” button to send your resume directly to
Samantha Green.
Recruitment Partners Inc. is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta’s best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the
best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.
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