Training Solutions Specialist (Financial Services)

Burlington, Canada | Posted on 10/14/2026

Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This prospect offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials.

What is in it for you

• Salaried: $30-35 per hour.


• Incorporated Business Rate: $35-40 per hour.


• 3-month contract with the potential for permanent employment.


• Hybrid schedule, 37.50 hours per week.


• Some travel may be required.

Responsibilities

• Develop, implement, and continuously improve training modules and materials for advisor programs.


• Conduct annual reviews of training materials, including onboarding programs, job aids, and short educational videos.


• Collaborate with subject matter experts to ensure training content is accurate, relevant, and up to date.


• Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements.


• Manage training event logistics, including scheduling, communications, and resource allocation.


• Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods.


• Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner.


• Assess training needs through surveys, interviews, or consultations with managers.


• Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies.


• Manage multiple projects concurrently, ensuring adherence to established timelines, budgets, and performance standards.






• Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.


• Support team members in preparing for in-person and virtual training initiatives.

What you will need to succeed

Required qualifications

• Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field.


• 2+ years of experience in training development.


• Proven experience in developing and designing training materials for financial advisors or related roles.


• Experience assessing training needs and tailoring programs to address specific knowledge gaps, skill development, and change management.


• Experience in the financial services industry, with a strong understanding of financial products and regulatory requirements.


• Proficiency in Microsoft Office Suite, with advanced PowerPoint skills and experience with Learning Management Systems.


• Demonstrated ability to design, develop, and implement instructional materials and solutions.


• Familiarity with e-learning platforms and virtual training methods.


• Excellent verbal and written communication skills.


• Ability to manage multiple projects simultaneously with keen attention to detail.

Preferred qualifications

• Relevant industry accreditations.


• Experience in training development in a corporate or advisory setting.


• Experience working with financial advisors, insurance advisors, and/or financial industry professionals.


• Bilingualism in French to support training initiatives, communications, and collaboration with various teams.


• Creative thinking and problem-solving.


• Attention to detail.


• Passion for innovation and learning.


• Strong interpersonal skills.Strong organizational and prioritization skills.