Training and Development Lead

Location: This position will be based in Winnipeg, MB corporate office located at 201 Portage.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

*Report on Business 2025 rankings.

**Investment Executive 2026 Brokerage Report Card.

The opportunity:

Reporting to the Senior Manager, Training & Development, the Training & Development Lead is responsible for designing, developing, maintaining, and evaluating training content, resources, and digital learning assets that support business priorities, advisor experience, and operational effectiveness.

This role supports the Training & Development team by leading content-related projects, improving development processes, supporting change initiatives, and ensuring resources align with approved workflows, regulatory requirements, accessibility expectations, and departmental standards. As a working lead with supervisory responsibility for one or more direct reports, the Training & Development Lead balances hands-on content development and project delivery with coaching, prioritization support, day-to-day oversight, performance input, and capability development to support consistent delivery of high-quality training solutions.

Key responsibilities include:

- Designing, developing, maintaining, and evaluating training resources, forms, job aids, e-learning, video tutorials, and related content using ADDIE and other approved frameworks.
- Creating engaging, timely, accessible, and easy-to-use digital learning content that supports partners, stakeholders, advisors, and internal teams.
- Coordinating content review, approvals, translation, testing, documentation, and publishing requirements before materials are released.
- Leading content-related project design and development activities, including workflow analysis, requirements gathering, approvals, documentation, testing, implementation, and communication planning.
- Analyzing existing processes, identify bottlenecks, recommend practical improvements, and support efficiency, cost savings, risk mitigation, and continuity of service.




- Developing tactical plans and business cases that support Training & Development strategic priorities and change management objectives.
- Maintaining and improving intranet content and site navigation to ensure resources are current, accessible, and easy for partners and stakeholders to find.
- Using digital tools such as Articulate 360, Adobe InDesign, Snagit, Visio, and Microsoft 365 applications to create, update, and improve training and communication materials.
- Ensuring training materials, forms, toolkits, and resources support regulatory, legislative, compliance, accessibility, and risk-management requirements.
- Maintaining process documentation related to content management activities and support audits, reviews, and updates to reduce the risk of outdated or inaccurate information.
- Collaborating with compliance and risk-management partners to identify gaps and strengthen awareness across teams.
- Partnering with Training & Development leadership, internal stakeholders, and cross-functional project teams to understand business processes, define success measures, and align training solutions to business needs.
- Contributing to team meetings, project discussions, and change initiatives with a focus on advisor experience, clear communication, accountability to timelines, and quality standards.
- Collecting, analyzing, and using relevant data to measure progress, evaluate effectiveness, and identify opportunities to improve training content, processes, tools, and outcomes.
- Act as a working lead with supervisory responsibility by balancing hands-on delivery with day-to-day oversight, coaching, prioritization support, performance input, and subject-matter guidance for direct reports

The ideal candidate will possess:

- Proficiency with Articulate 360 and Adobe InDesign; experience with forms development, accessible document design, and digital learning tools is considered an asset.
- Post-secondary education in business, adult education, instructional design, communications, document design, or a related field; equivalent experience may be considered.
- 2+ years of experience in content development in the finance sector, or other regulatory environment.
- A minimum of 2 years’ experience in delivering training on various subjects.
- Experience in instructional design and development, including blended learning solutions, digital content creation, and rapid development methodologies, is considered an asset.




- Experience in design and development of written training materials, manuals, guidebooks, job aids, etc.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience using online meeting platforms such as Teams and Learning Management Systems.
- A high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
- A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
- An ability to adapt quickly to changing needs and work requirements.
- A customer-focused attitude, with a commitment to providing extraordinary service to high-net-worth clients.
- Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
- Strong problem-solving and critical thinking abilities.
- A high level of confidentiality.
- Experience acting as a working lead or supervisor, including balancing hands-on project delivery with coaching, prioritization support, performance input, and day-to-day guidance for one or more direct reports.

Compensation & Perks: Range $68,000 - $85,000 annually. This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked. Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location. Conditions of employment:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this position.

📌 Training and Development Lead (Vancouver)
🏢 Wellington-Altus
📍 Vancouver