Training Solutions Specialist (Financial Services)

Recruit Action inc.; Burlington; Hybrid; CAD 41,000 - 55,000; Full time

Job summary

Recruit Action inc. is seeking a Training Solutions Specialist in Burlington to develop and improve advisor training programs. You will design materials, collaborate with subject matter experts, and manage multiple training projects across onboarding, videos, and live sessions.

The role emphasizes data-driven evaluation, regulatory awareness, and strong communication to support hybrid delivery and ongoing professional development within the financial services sector.

Qualifications

• Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field.
• 2+ years of experience in training development.
• Proven experience in developing and designing training materials for financial advisors or related roles.
• Experience assessing training needs and tailoring programs to address knowledge gaps, skill development, and change management.
• Experience in the financial services industry, with understanding of financial products/regulatory requirements.
• Proficiency in Microsoft Office Suite, with advanced PowerPoint skills and experience with Learning Management Systems.
• Familiarity with e-learning platforms and virtual training methods.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects with attention to detail.

Responsibilities

• Develop, implement, and continuously improve training modules and materials for advisor programs.
• Conduct annual reviews of training materials, onboarding programs, job aids, and short educational videos.
• Collaborate with subject matter experts to ensure content is accurate and up to date.
• Monitor and evaluate training initiatives and make data-driven recommendations for enhancements.
• Manage training event logistics, including scheduling and resource allocation.
• Stay abreast of trends in training and adult learning to incorporate innovative methods.
• Monitor shared inbox and respond to inquiries in a timely manner.
• Assess training needs through surveys, interviews, or consultations with managers.
• Engage with cross-functional teams to integrate advisor training into broader strategies.
• Manage multiple projects concurrently against timelines, budgets, and standards.
• Engage with leadership and external partners to gather feedback and align on priorities.
• Support team members in preparing for in-person and virtual training initiatives.

Skills

Adult Learning

Instructional Design

Educational Technology

Change management

PowerPoint

LMS

E-learning

Communication

Project management

Education

Adult Learning

Education

Instructional Design

Educational Technology

Business Administration

Related field

Tools

Microsoft Office

PowerPoint

Learning Management Systems

E-learning platforms

Job description

Training Solutions Specialist (Financial Services)

Burlington, Canada | Posted on 10/14/2026

Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials.

What is in it for you

• Salaried: $30-35 per hour.
• Incorporated Business Rate: $35-40 per hour.
• 3-month contract with the potential for permanent employment.
• Hybrid schedule, 37.50 hours per week.
• Some travel may be required.

Responsibilities

• Develop, implement, and continuously improve training modules and materials for advisor programs.
• Conduct annual reviews of training materials, including onboarding programs, job aids, and short educational videos.
• Collaborate with subject matter experts to ensure training content is accurate, relevant, and up to date.
• Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements.
• Manage training event logistics, including scheduling, communications, and resource allocation.
• Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods.
• Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner.
• Assess training needs through surveys, interviews, or consultations with managers.
• Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies.
• Manage multiple projects concurrently, ensuring adherence to established timelines, budgets, and performance standards.
• Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.
• Support team members in preparing for in-person and virtual training initiatives.

What you will need to succeed

Required qualifications

• Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field.
• 2+ years of experience in training development.
• Proven experience in developing and designing training materials for financial advisors or related roles.
• Experience assessing training needs and tailoring programs to address specific knowledge gaps, skill development, and change management.
• Experience in the financial services industry, with a strong understanding of financial products and regulatory requirements.
• Proficiency in Microsoft Office Suite, with advanced PowerPoint skills and experience with Learning Management Systems.
• Demonstrated ability to design, develop, and implement instructional materials and solutions.
• Familiarity with e-learning platforms and virtual training methods.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously with keen attention to detail.

Preferred qualifications

• Relevant industry accreditations.
• Experience in training development in a corporate or advisory setting.
• Experience working with financial advisors, insurance advisors, and/or financial industry professionals.
• Bilingualism in French to support training initiatives, communications, and collaboration with various teams.
• Creative thinking and problem-solving.
• Attention to detail.
• Passion for innovation and learning.
• Strong interpersonal skills.Strong organizational and prioritization skills.