Senior Manager, Financial Literacy Program Design & Delivery

Ontario Medical Association; Toronto; Hybrid; CAD 93,000 - 99,000; Full time

Benefits offered by this job

Hybrid work environment

Pension plan

Bonus program

Group benefits

Job summary

Ontario Medical Association is seeking a Senior Manager, Strategy Portfolio Office, to design, implement, and scale a comprehensive financial literacy program for members. You will translate strategy into a practical roadmap, pilot initiatives, and robust evaluation across formats and channels.

The role requires deep financial knowledge, instructional expertise, and strong client-facing experience to educate members while upholding regulatory standards.

Qualifications

• Post-secondary education in finance, business, education, or related discipline; MBA or BBA in business/finance is an asset.
• Certificate in Adult learning or educational facilitation on financial products and services is required.
• Past CFP designation and/or LLQP designation will be an asset.
• Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and similar programs are advantageous.
• Seven plus years in financial services or financial education leading complex initiatives from design to evaluation.
• Strong client facing skills and ability to explain financial concepts clearly.

Responsibilities

• Lead end-to-end design of financial literacy curriculum for members across career stages.
• Drive program roadmap and pilot delivery with defined milestones and resources.
• Ensure curriculum aligns with adult learning principles and regulatory boundaries.
• Deliver education through multiple formats (sessions, workshops, webinars, on-demand).
• Serve as credible educator, answering questions and guiding learner engagement while ensuring compliance.
• Continuously improve delivery methods to maximize impact and accessibility.
• Use member research and stakeholder input to tailor learning pathways.
• Collaborate with SMEs and content contributors to develop materials with disclosures and oversight.
• Define partner requirements and oversee onboarding, deliverables, quality and timing.

Skills

Client facing

Cross-functional leadership

Adult learning facilitation

Educational program design

Stakeholder management

Education

MBA or BBA in business/finance

Certificate in Adult learning

CFP designation

LLQP designation

CI/Oliver’s Learning certificates

Tools

Job description

Are you looking to join one of Greater Toronto’s Top 2026 Employers?

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

Job summary

The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role translates strategy into an actionable program roadmap, including pilot implementation, evaluation and recommendations for sustainable scaling.

This role works closely with internal cross-functional stakeholders, external education partners and members to develop and deliver high-quality, objective, practical, and accessible financial education through multiple formats, including live sessions, workshops, webinars, on demand content.

The role requires deep subject matter expertise in financial topics, strong instructional and facilitation skills, and direct client facing experience. The incumbent will support member questions, facilitate learning, and ensure programming meets professional, ethical, and regulatory standards.

The role is focused on the objective of providing financial education and does not include the delivery of personalized financial advice or recommendations. It is integral to building member trust, enhancing financial knowledge and decision-making capability, and fostering sustained confidence in managing financial matters over the long term.

How you will make a difference

• Leading the end‑to‑end design of financial literacy curriculum for members, across career stages and spanning foundational to advanced topics
• Leading the program roadmap and pilot delivery, including scope, milestones, resources, risks and cross-functional accountabilities
• Ensuring curriculum aligns with adult learning principles, professional standards, and clear boundaries between education and personalized advice
• Ensuring financial literacy education is delivered through multiple formats (e.g., sessions, workshops and webinars). Defining learning objectives, quality standards, and establishing frameworks and policies to support scalable, compliant education delivery
• Serving as a credible, trusted educator during sessions—answering general questions, clarifying concepts, and supporting learner engagement while maintaining regulatory compliance.
• Continuously assessing and refining delivery approaches to maximize learner impact and accessibility
• Using member research, physician reference-group input and program data to validate priorities and tailor learning pathways across career stages
• Working closely with subject-matter experts, content contributors and internal stakeholders to co-develop education materials, maintain appropriate disclosures, boundaries, and oversight.
• Acting as an informed internal counterpart—able to challenge, refine, and contextualize partner‑provided content for member relevance
• Defining partner requirements and oversee selection, onboarding, deliverables, quality and performance in collaboration with Procurement, Legal and other stakeholders
• Supporting member confidence and capability by creating safe, trusted learning environments for sensitive financial topics
• Incorporating feedback to continuously improve content relevance and learning outcomes.
• Establishing success measures and evaluate participation, engagement, learning outcomes, member confidence and overall member value; use findings to improve the program and inform scaling
• Ensuring all programming aligns with applicable regulatory, licensing, and professional standards
• Maintaining content-review, disclosure and conflict-of-interest safeguards that clearly separate education from personalized advice, product promotion and sales

Requirements that are important to us

• Post‑secondary education in finance, business, education, or a related discipline preferred. MBA or BBA - major in business and finance as an asset
• Certificate in Adult learning, educational facilitation on financial products and services is required
• Past Certified Financial Planner (CFP®) designation and/or experience will be an asset
• Past LLQP (Life License Qualification Program) and/or experience will be an asset
• Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and other College of University level financial product and services certification
• Seven plus years of progressive experience in financial services, financial education, member or client programs, or related fields, including accountability for complex initiatives from design through implementation and evaluation.
• Demonstrated client facing experience explaining financial concepts to individuals or groups. Build trust and credibility with through expert, unbiased education
• Demonstrated ability to lead cross-functional initiatives in a matrixed environment and influence without direct authority.
• Experience designing or delivering educational programs for adult or professional audiences
• Experience selecting and managing external education partners, subject-matter experts or content providers, including oversight of deliverables, quality, timelines and performance.
• Experience establishing program measures and using member or client data and feedback to improve outcomes.
• Excellent written and verbal communication skills

The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.

What do we have to offer you?

• A work environment whose values are to berespectful, bold, responsive, and transparent in our work and our behaviours
• A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
• An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
• A commitment to growth and development through paid professional development and continuous in-house learning
• A friendly and flexible hybrid work environment
• Competitive total rewards package including a hiring salary range of $92,835 - $98,640 plus pension plan and a bonus program
• Exceptional group benefits package, including a spending account and a robust wellness program
• An organization that has been recognized as a Greater Toronto’s Top Employers for six consecutive years.

As a condition of employment, OMA conducts background checks and reference checks for all open positions.

We're excited to share this opportunity, which is for newly created position on our team. Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.

The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.