Training Specialist, Registered Plans

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform ( eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. 

The Work

The purpose of the Senior Training Specialist is to develop and deliver training programs for existing credit union registered plans trustee program participants. This position is responsible for meeting or exceeding the registered plans training revenue budget. This position reports directly to Senior Director, Registered Plans.

85% Delivery of Training

• Work directly with credit union registered plans administrative staff to support their administration of registered plans, while ensuring they are adhering to current legislation to ensure regulatory compliance to reduce financial and reputational risk, and ultimately protect the investments of individual clients.
• Liaise with registered plans trustee services and administration teams to maintain a strong understanding of existing products and procedures.
• Work with subject-matter experts to determine content for course modules.
• Independently design and develop participant’s workbooks and activities to facilitate the transfer of learning.
• Deliver best-in-class training via web-based instructor-led training.
• Ensure effective logistics.. e.g scheduling of courses, sending invitations, reminders, recognition of participant achievements for three levels of completion, etc.
• Manage the course evaluation process by ensuring evaluations are summarized and logged in the data tracking system.
• Independently conduct post training evaluation to determine effectiveness of training and adjust the delivery method/materials as required. 
• Drive opportunity to innovate training content and methods to adapt to changing business needs i.e. new product launch, legislative changes, etc.
• Monitor client satisfaction, assess the scope of issues, and collaborate with registered plans trustee team, and other business units to implement resolutions.

15% Administrative Support

• Assist the registered plans trustee team in the review and updates of the department procedures manual.
• Establish and maintain working relationships with internal support groups and other business units.

Let's Talk About You!

• 5-7 years of experience in registered plans administration role. 
• 3 years of experience in training adult learners virtually. 
• Prior experience in the credit union system. 
• University/College Degree in finance, business, or related field. 
• Certificate in Teaching and Training Adults.
• Technical writing is a definite asset. 
• Experience in the financial services industry, knowledge of registered plans specifically RRSP, RRIF, Locked-in, TFSA, RESP, RDSP, FHSA. 
• Solid knowledge of various software packages, including, MS Excel, Word, PowerPoint and various training tools and web-based applications. 
• Proven ability to work independently and collaboratively. 

What we offer [For full-time permanent roles]

Competitive discretionary bonus 

✨ Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Annual professional development allowance and a comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. 

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!