19 Aug
|
Franklin Templeton Investments
|
Toronto
19 Aug
Franklin Templeton Investments
Toronto
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 experiencesRequirements:
BA/BS 4-Year Degree or equivalent experience
Seven years in relationship management within financial services
CSC, CIM, CFA or relevant designations an asset
Robust proficiency in Microsoft Office Suite
Coaching credentials preferred; Spanish skills advantageousContribute to financial growth at Franklin Templeton by bringing your expertise in training and consulting.#J-18808-Ljbffr
📌 Lead Investment Learning Consultant Canada Toronto
🏢 Franklin Templeton Investments
📍 Toronto