Investments Learning Consultant at Franklin Templeton (Ontario)

Investments Learning Consultant at Franklin Templeton (Ontario)

18 Aug
|
Franklin Templeton Investments
|
Ontario

18 Aug

Franklin Templeton Investments

Ontario

Join Franklin Templeton as a Lead Investments Learning Consultant empowering Canadian financial professionals. Drive value through innovative coaching and practice management initiatives.

This 18-month contract role involves delivering training and consulting to Advisors across Canada. You will be responsible for developing learning content, facilitating programs, and managing regional projects. Building solid relationships with stakeholders will be key to enhancing client satisfaction and business efficiency.

Key Responsibilities:
• Deliver both live and virtual consulting to financial advisors
• Develop engaging training materials and resources
• Support project administration and documentation




• Travel to industry events for firm representation
• Resolve operational queries for improved client service

Requirements:
• BA/BS 4-Year Degree or relevant experience
• Minimum of seven years in financial services
• Relevant designations like CSC, CIM or CFA valued
• Strong Excel and Microsoft Office skills
• Coaching credentials and Spanish language preferred

Enhance advisor capabilities and client relationships at Franklin Templeton through effective training solutions and strategic consulting.
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📌 Investments Learning Consultant at Franklin Templeton (Ontario)
🏢 Franklin Templeton Investments
📍 Ontario

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