Training & Development Specialist, Private Wealth

Nicola Wealth; Vancouver; On-site; CAD 55,000 - 70,000; Full time

Job summary

A leading financial services company in Metro Vancouver is seeking a Training & Development Specialist to coordinate onboarding and training initiatives. This role requires expertise in adult learning principles and aims to deliver seamless learning experiences for employees. The ideal candidate has experience in training coordination, proficiency in Microsoft Office, and a commitment to professional growth. Competitive compensation package offered.

Benefits

Performance bonus

RRSP contribution

Profit-sharing program

Qualifications

• 2-3 years of experience in a training and development coordinator role.
• Must be legally eligible to work in Canada for any employer.
• Experience with LMS or e-learning tools is an asset.

Responsibilities

• Coordinate onboarding and ongoing training initiatives.
• Maintain and update training materials and resources.
• Collaborate with subject matter experts to document training processes.

Skills

Communication skills

Organization skills

Proficiency with Microsoft Office

Familiarity with adult learning principles

Education

Diploma or degree in Human Resources, Adult Education, or a related field

Tools

Learning Management System

Microsoft Office 365

Job description

About Nicola Wealth :

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role :

The Training & Development Specialist plays a key role in coordinating onboarding and ongoing training initiatives, ensuring a seamless and impactful learning experience for employees and Advisors. This position is responsible for assessing, planning, and implementing comprehensive learning and development programs that foster professional growth and strengthen core competencies across the division. As we build out Nicola University—our internal learning platform—this role brings critical expertise to optimize training strategies and support both new hire integration and continuous development ("everboarding") throughout the employee lifecycle.

Core Responsibilities :

New Hire Onboarding Coordination

• Organize and schedule new hire orientation sessions, liaising with presenters and internal stakeholders.
• Facilitate relevant onboarding sessions
• Ensure onboarding materials are up to date and accessible (e.g., presentations, handbooks, learning portals).
• Serve as the point of contact for new hires regarding onboarding-related queries.
• Track onboarding progress and completion, flagging issues to relevant stakeholders.

Training Coordination & Support

Coordinate logistics for training sessions, including room bookings, virtual setup, calendar invites, and materials distribution.

Maintain and update the training calendar and registration process.

Assist in the administration of the learning management system (currently SharePoint), including uploading content and tracking participation.

Monitor and report on attendance, engagement, and completion rates.

Assist with employee communications related to training programs, including announcements, reminders, and feedback surveys.

Instructional Design & Training Delivery

Assist with the design and development of learning materials such as slide decks, job aids, guides, and basic e-learning modules.

Conduct research to support the development of relevant and engaging content.

Support content reviews to ensure consistency, clarity, and alignment with learning objectives.

Co-facilitate or independently deliver foundational or compliance training sessions (e.g., onboarding modules, systems tutorials, soft skills).

Gather learner feedback and contribute ideas for program improvements based on insights and observations.

Help gather, analyze, and report on feedback to inform training program improvements.

Process Documentation & Knowledge Transfer

Collaborate with subject matter experts and key stakeholders to document core business processes, standard operating procedures (SOPs), and best practices.

Develop clear, user-friendly guides, manuals, and reference materials to support consistent execution and knowledge retention.

Design and deliver training programs to ensure employees understand and can apply documented procedures effectively.

Maintain and update documentation regularly to reflect process changes, improvements, and evolving business needs.

Promote a culture of continuous learning by embedding documentation into onboarding, upskilling, and ongoing learning initiatives.

Required Skills & Qualifications :

Diploma or degree in Human Resources, Adult Education, or a related field (or equivalent experience).

2 – 3 years of experience in a training and development coordinator role.

Familiarity with adult learning principles and basic instructional design techniques.

Proficiency with Microsoft Office and 365 (Word, Excel, PowerPoint, MS Teams / Webinar, Zoom); experience with LMS or e-learning tools is an asset.

Must be legally eligible to work in Canada for any employer

Compensation & Benefits Package :

This position comes with a base salary range of $55,000 - $70,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit : www.nicolawealth.com / total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!