Elevate financial specialists as a Lead Investments Learning Consultant at Franklin Templeton. Deliver energetic coaching and support for Canadian clients through tailored learning programs.
Join Franklin Templeton for an 18-month contract focused on enhancing advisor performance. Your role centers on practice management, content development, and stakeholder engagement. Collaborate closely with Advisors and internal teams to provide impactful consulting solutions that elevate client relationships and optimize business results.
Key Responsibilities:
• Facilitate consulting and coaching for financial professionals
• Design and enhance learning materials for programs
• Manage project meetings and administrative tasks




• Travel to partner firms for consultations and events
• Address operational inquiries and improve client experiences
Requirements:
• BA/BS 4-Year Degree or equivalent experience
• Seven years in relationship management within financial services
• CSC, CIM, CFA or relevant designations an asset
• Solid proficiency in Microsoft Office Suite
• Coaching credentials preferred; Spanish skills advantageous
Contribute to financial growth at Franklin Templeton by bringing your expertise in training and consulting.
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📌 Lead Investment Learning Consultant Canada Toronto
🏢 Franklin Templeton Investments
📍 Toronto