At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. The Franklin Templeton Academy helps Financial Professionals grow stronger, more successful businesses by providing expertise, coaching, and best practice guidance across leadership, client communication, business development, professional growth, and investment concepts. The team partners closely with Advisors and internal stakeholders to deliver practical consulting solutions that strengthen client relationships, improve business performance, and support long-term growth. Joining the team offers the opportunity to influence advisor success, build strategic partnerships, and contribute to meaningful business outcomes.
Lead Investments Learning Consultant We’re looking for a Lead Investments Learning Consultant for an 18-month contract covering our Canadian clients.
How you will add value Practice Management Program Delivery – Deliver consulting and coaching to Financial Professionals. Facilitate live and virtual practice management programs. Travel to partner firms for consulting engagements and events. Build relationships with Advisors and understand their needs. Promote internal solutions and support program marketing. Represent the firm at industry and partner events. Resolve operational inquiries and improve client experiences.
Content Design & Development – Design, update, and enhance learning content. Develop virtual, instructor-led, and reference materials. Partner with Marketing to create new training programs.
Training Project Management & Administration – Participate in project meetings and support delivery activities. Support project administration, documentation, and deliverables.



Complete administrative responsibilities related to the role. Provide work updates and time reporting to management.
What will help you be successful in this role Experience, Education & Certifications – BA/BS 4-Year Degree or equivalent experience.
Experience, Education & Certifications – CSC, CIM, CFA or applicable designation considered an asset.
Experience, Education & Certifications – Seven years of financial services experience in relationship management or sales within financial services.
Experience, Education & Certifications – Coaching credentials such as CTDP, ACC, RCC, PCC, MCC or similar preferred.
Technical Skills – Proficiency with Microsoft Office Suite.
Strong relationship-building and stakeholder management skills
Excellent written and verbal communication
Strong organizational and planning skills
Ability to work independently and manage a regional territory
High attention to detail and follow-through
Spanish language proficiency preferred, but not required
Willingness to travel approximately 50% to 75%
Work schedule & location This role can be based in Toronto, Calgary or Montreal and will require 3 days in the office a week, there is some flexibility to consider a fully remote arrangement.
Compensation range Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability perks, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses,



paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $95,000-$110,000, depending on location and level of relevant experience, plus discretionary bonus.
Benefits Competitive healthcare options
Insurance
Disability benefits
Employee stock investment program
Learning resources
Career development programs
Reimbursement for certain education expenses
Paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering)
Motivational wellbeing program
Equal Opportunity Employer Franklin Templeton is an Equal Chance Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees.
From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.
At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us.
Come, join us, and help us shape the future of the global asset management industry!

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📌 Lead Investments Learning Consultant (Ontario)
🏢 Franklin Templeton Investments
📍 Ontario