Wealth Enablement Digital Trainer

Job Description

Build the future with us. Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Wealth Digital Enablement Trainer, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor‑facing platforms. You are more than a trainer—you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption.

What you’ll accomplish with us

• Deliver engaging instructor‑led, virtual, and one‑on‑one training sessions for advisors, assistants, and internal teams.
• Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
• Translate complex technical concepts and business processes into practical, advisor‑focused learning experiences.
• Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.
• Develop and maintain training materials, job aids, reference guides, videos, and learning resources aligned to real advisor and assistant use cases.
• Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.

What could accelerate your success in this role

• Strong presentation, facilitation, coaching, and communication skills.
• Ability to simplify complexity and explain technical concepts in practical business language.
• Deep understanding of advisor and assistant workflows within a wealth‑management practice.
• Relationship‑building skills, collaborative mindset, and ability to influence behavioural change and adoption.
• Mandatory experience with delivering training, coaching, enablement, or advisory support within wealth management, financial services, or investment management environments.
• Experience with platforms such as Croesus and Salesforce CRM, and comfort supporting users across connected advisor technology ecosystems.
• Strong planning, prioritization, problem‑solving, and continuous improvement skills.
• Passion for applying artificial intelligence and digital tools to drive efficiency and elevate performance.
• Advanced English and French proficiency, as the role involves delivering training, creating learning materials, and collaborating with advisors, assistants, internal teams, and business stakeholders across the country.
• Availability to travel for in‑person engagement with advisor teams and to support cross‑training on digital platforms.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more.

Location and Compensation

Location(s): Toronto / 26 Wellington Street East (Other possible locations). The typical hiring range for this position is between $86,000 and $125,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.