Company Training Specialist

Job Description

Job Description

ABOUT THIS ROLE

We’re Newton.  We’re Different

Newton Connectivity provides a complete range of hosted and licensed system solutions capable of achieving seamless straight through processing of mortgage applications from initial customer enquiry to final mortgage advance. We challenge the status quo of Canadian Mortgage Technology, and we drive continuous improvement in digital client experiences to benefit our two distinct customers: brokers and lenders.

We are seeking a Company Training Specialist to be responsible for the day-to-day delivery of training to new or existing individual brokers and firms. They will be responsible for developing and maintaining product manuals and training materials and developing expertise in our product offerings among all those who are trained.

This is a client-facing role that combines training delivery, relationship management, and product expertise to ensure brokers are confident, capable, and successful using Newton’s systems. 

WHO WE ARE LOOKING FOR

We are looking for a confident, engaging training professional who is comfortable leading both virtual and in-person sessions. You are organized, proactive, and client-focused, with the ability to manage multiple onboarding timelines while delivering a high-quality training experience.

You thrive in a fast-paced environment where client satisfaction and product adoption are critical. You communicate clearly, manage expectations effectively, and take ownership of ensuring brokers transition successfully to our platforms.

You are collaborative by nature, able to work closely with Account Managers, Customer Care, and Product teams to support client needs and continuously improve training programs.

WHAT YOU WILL DO

• Use excellent written and verbal skills in order to schedule and complete training for individual customers, or large firms.
• Manage timelines, expectations, elements/details of each Broker training schedule.
• Estimate, plan, schedule, monitor, evaluate training documents and individual customer/firm training needs.
• Identify need for on-site versus web-based training on a per-client basis, and implement based on that (>50% training is expected to be internet-based).
• Develop and maintain product manuals and training materials, and develop expertise in our product offerings among all those who are trained.
• Track training success, identify additional training needs and follow up for completion of successful transition.
• Participate in training progress reviews with management team and prepare firm/individual training status reports for review with internal teams.
• Manage clients’ expectations for training deliverables, and timelines.
• Develop and maintain strong knowledge of the mortgage industry through attendance of industry symposiums (i.e. MPC, CMBA-ON).
• Incorporate best practices and techniques for training into Newton documentation and live on-site training.
• Identify opportunities for improvement in learning programs based on feedback and evaluation data.
• Support Account Managers with interaction with new/existing accounts.
• Assist Account Managers in presenting new product and service offerings as required.
• Maintain regular written and personal contact with the Broker, identify problems and provide supporting solutions.
• Participate in system development/upgrade meetings to define training requirements.
• Manage personal training budget.

QUALIFICATIONS

Must Have

• Minimum 3 years’ experience of delivering training in both a classroom-led environment, as well as virtual-based training.
• Personal Lending & Mortgages (PLM) and Personal Financial Services Advice (PFSA) qualification or similar equivalent
• Must be fluent in English
• The ability to travel to broker locations is required (both in ON and nationally on occasion)

Preferred

• Mortgage Agent L1 or FSRA Mortgage Agent accreditation or similar equivalent preferred
• Experience in mortgage technology, fintech, or broker platform environments.

SKILLS & ATTRIBUTES

• Strong facilitation and presentation skills, both virtual and in-person.
• Excellent verbal and written communication skills with the ability to simplify technical concepts.
• Highly organized with strong time management and the ability to manage multiple client schedules simultaneously.
• Client-focused and relationship-driven with strong problem-solving skills.
• Self-motivated and accountable, with a strong sense of ownership over client success.
• Adaptable and comfortable working in a fast-paced, evolving technology environment.
• Collaborative team player who works effectively across departments.
• Detail-oriented with a commitment to delivering accurate, high-quality training materials.

REMUNERATION

Salary: $75,000 - $85,000 annually

Full-time (37.5 hours per week)

Benefits

• Group Life Insurance
• Dependent Life Insurance
• Health Care & Extended Health Care
• Dental Care
• CI&D
• Health Spending Account

CONDITIONS OF EMPLOYMENT

• Full-time, permanent
• Location: 150 King Street West, Suite 2106, Toronto, ON  M5H 1J9
• Travel required within Ontario and occasionally nationally

READY TO APPLY

Send your resumé, and a short note (PDF format) about why you’re a great fit to View email address on ziprecruiter.com