Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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.
- Investment Executive 2025 Brokerage Report Card.
The opportunity:
Under the direction of the Manager, Training and Development, the incumbent will assist coordinating the Training & Development Department training and content needs for new and existing onboards and projects, which includes both technical and business process training.
Additionally, they will support and consult with stakeholders to design, develop, and integrate corporate training and development systems, learning management system databases, and will also support systems maintenance, development, and reporting.
Key responsibilities include: - Training & Content Coordination
- Manage calendars and schedule training webinars, ensuring all stakeholders are informed and prepared.
- Setup Events in our intranet as applicable
- Provide support and assistance in navigating the intranet platforms for training and content development purposes.
- Implement reminders, validations, and review processes to ensure compliance and effectiveness of training programs.
- Content Review- review revisions as identified with Sr Manager, and Manager
- Manage permissions and access rights for training materials and platforms as needed.
- Communicate updates, new content, and relevant training sessions through the newsletter
- Organize training content, including written materials and videos, for easy access and reference.
- Coordinate the posting of training materials and resources on relevant platforms following training sessions.
- Maintenance of intranet: job aid inventory, code book, and others as developed
- Monitor and manage the training mailbox, and P&D mailbox, responding to inquiries and requests in a timely manner.
- Collaborate with stakeholders, including Senior Manager, Training & Development and Manager, Training & Development, to provide accurate and timely responses to training-related queries.
- Maintain and update project spreadsheets, tracking progress and milestones for training initiatives in collaboration with internal project partners.
- Support tracking of assets and resources
- Training Facilitation
- Support coordinating training event logistics with for new teams, Associates, and corporate employees
- Assisting in the Learning Management System database and supporting systems maintenance, development, and reporting.
- Assisting in maintaining the Training Sites on Wellington-Altus employee intranet and BOSS.
- Supporting the development and maintenance of course materials, including instructor manuals, participant guides, e Learning, train the trainer materials, job aids, evaluations, and tests.
- Perform various administrative duties, including scheduling training sessions and organizing and reporting on enrollment through the learning management system
- Supporting Training sessions and firm wide webinars including facilitation.
- Process Development
- Supporting the design, development, and revision of new/existing courseware to meet learner needs, using best practices in instructional design by leveraging technology.
- Supporting the development and maintenance of course materials, including instructor manuals, participant guides, e Learning, train the trainer materials, job aids, evaluations, and tests
- Partner with subject matter experts and support teams for alignment on ongoing changes to update existing modules and training material.
The ideal candidate will possess:
- A diploma in finance or related field, or equivalent 2+ years of work experience in a financial services setting.
- 2+ years’ financial services industry experience working in a high growth environment.
- 2+ years’ experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered.
- Experience in wealth management or other regulated industry is a strong asset.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience in digital content creation, rapid/development of content resources, knowledge management.
- Experience using online meeting platforms such as MS Teams and Learning Management Systems (UKG), SharePoint, Simpplr.
- 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.
- 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.
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 within Canada 0-5% 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. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
