Lead the onboarding journey as a Training Specialist in a financial services setting. Benefit from a hybrid work model, flexible hours, and modern technology tools. This role is designed for an experienced professional in the investment industry looking to enhance Advisor transitions.

You will be the go-to contact during the onboarding process, responsible for developing training materials, equipping Advisors with knowledge, and ensuring a seamless experience. Collaborate with internal teams to optimize onboarding processes and drive operational excellence. Key Responsibilities:

- Create tailored training resources for new Advisors
- Monitor project milestones to ensure smooth transitions
- Provide in office support during critical transition phases
- Collaborate with Compliance, Operations, and IT departments
- Maintain accurate documentation of training and feedback Requirements:
- 5 years experience in a brokerage environment
- Advanced technology skills with Microsoft tools
- Strong understanding of onboarding best practices
- Ability to manage multiple priorities effectively
- Bilingual in English and French is a plus Utilize your expertise to support Advisors and foster a successful onboarding experience.

📌 Onboarding & Training Expert for Advisors (Montreal)
🏢 Recrute Action
📍 Montreal