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, transparent 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 expe

📌 Training and Development Lead (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg