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Information Technology Training Advisor

Apply now Job ID 15916645808 Date posted 10/08/2021

Primary Locations: Toronto, Ontario

Employee Status: Regular

Schedule: Full-time

Being a Wealth Management Information Technology training advisor means offering technical learning advice and best practices to National Bank Financial Wealth Management employees, on the various applications in the sector and helping employees integrate them in their daily tasks.

Your role

  • Facilitate training and coaching activities for users by leveraging your knowledge and technical expertise as an IT expert
  • Develop learning strategies, in the classroom, in branch and remote learning
  • Design, develop and update various training materials: training plans, training manuals, video clips, PowerPoint presentation, PodCast, etc.
  • Keep up to date on new developments in their industry and review our current systems and processes.
  • Act as a technical expert and offer expertise in committees and special or large projects
  • Identify user needs, understand business issues, and offer tailored coaching to support the teams/NBF business plans and performance.
  • Ensure and increase the level of mastery and integration of all the technological tools of the sector.

The National Bank Financial Wealth Management team is the fifth largest securities brokerage firm in Canada. There are more than 850 investment advisors in more than 85 branches across the country, managing the assets of more than 260,000 clients.

Our team values passionate people and values bold ideas. We work together to ensure that our clients achieve their goals and that our colleagues do what they love. We consult with our colleagues to share knowledge and help each other. 

Required competencies

  • College or bachelor's degree and 5 years of relevant experience.
  • Experience in giving and facilitating group or individual presentations.
  • Experience in the brokerage environment (wealth management) or in the investment sector, desirable
  • Experience with Salesforce, Croesus, Thomson, GDO, GDI, Iris applications
  • Knowledge of the Microsoft Office Suite
  • Knowledge of collaboration tools on the HUB (ex: SharePoint, Yammer, Teams)
  • English version: English written and spoken, French is an asset

Preferred skills

  • Ability to communicate the learning of business sector applications
  • Excellent interpersonal and communication skills
  • Good understanding of business development and advice to wealth management clients

Your benefits

Upon hiring, you'll be eligible for a wide range of benefits.  In addition to competitive compensation, we offer attractive and flexible benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Community involvement program
  • Telemedicine
  • Virtual sleep clinic

These are just some of the many benefits we offer.  We’ve introduced a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

** Teleworking option. Note that the successful candidate’s assigned workplace may vary depending on where they reside.  Opportunity to travel approximately 25% of the time, as required.

Our dynamic work environment and state-of-the-art collaboration tools foster an enjoyable experience for employees, and we are always open to hearing their ideas.  Whether it’s through surveys or programs, we encourage them to give us their feedback.

People first

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact in people’s lives.

Our core values of partnership, agility and empowerment inspire us, and inclusivity is central to our commitments.  We offer a barrier-free workplace that’s open to all employees. 

We want our recruitment process to be accessible to everyone.  If you need to be accommodated, please let us know in our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to make your ambitions a reality?


JobField: Wealth Management

Unposting Date: 2021-10-22

Job Number: ADV001KA

Posting Date: 2021-10-08

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