Training Specialist

Foresters Financial Services, Inc.; Toronto; Hybrid; CAD 54,000 - 77,000; Full time

Job summary

Foresters Financial Services, Inc. is seeking a Training Specialist to design, deliver, and improve learning solutions for Insurance Operations. You will develop content, maintain PROsite resources, and collaborate with leaders to meet evolving business needs.

This role emphasizes creating engaging eLearning, coaching stakeholders, and coordinating across multiple curriculums. A hybrid work setup with office days is expected, and ongoing professional development is supported.

Qualifications

• University degree/college diploma and 2-3 years in financial services with process focus.
• Certification in adult education or commitment to obtain within 2 years.
• Knowledge of current learning and development methodologies.

Responsibilities

• Support leaders and SMEs with planning and delivery of department learning activities.
• Plan training aligned with hiring plans, schedules, and technology upgrades.
• Select cost-effective training solutions meeting needs and capabilities.
• Lead training initiatives with content design, job aids, videos, and gamification.
• Coordinate with leaders to ensure timely delivery of training material.
• Use eLearning, instructor-led, tutorials, and other methods.
• Develop interactive eLearning modules and learner-directed training to boost engagement.
• Maintain training content on the PROsite knowledge portal.
• Create and update process documentation and communicate changes effectively.
• Ensure training materials are accessible from internal repositories and LMS.

Skills

Training design

Learning & development

Stakeholder management

Coaching

Communication

Project management

Analytical skills

Education

University degree/college diploma or equivalent

Certification in adult education or commitment to obtain within 2 years

Tools

Articulate 360

Vyond

Microsoft Office

SharePoint

Teams

Job description

Training Specialist

Career Opportunity Role Title Training Specialist Purpose of role Reporting to the Manager, Quality Learning & Development, the Training Specialist is a key partner in driving learning excellence across Insurance Operations. You’ll collaborate with leaders and subject matter experts to design, deliver, and continuously improve training solutions that empower our teams to succeed in a dynamic environment.

This role provides expertise in process and procedure creation and helps to create content, maintain content, and communicate effectively using the knowledge portal, PROsite. This role will support or manage multiple curriculums for various business areas across Insurance Operations using a wide range of learning methods. Your expertise will shape process documentation, curriculum development, and virtual learning experiences, ensuring our people have the skills and resources they need to thrive.

Key Responsibilities

• Support leaders, subject matter experts and departments with the planning and delivery of department specific learning activities including new hire training courses for all areas in Customer Service and New Business.
• Plan training to align with frequently changing business requirements with respect to hiring, schedules, and technology upgrades.
• Determine the best solution to meet frequently changing training and development needs based on cost, flexibility, effectiveness, Insurance Operations culture, and technology capabilities.
• Take the lead on training initiatives for the stakeholder group by adjusting training plans and schedules, developing, designing, and delivering training content (this includes job aids, videos, gamification, communications, and scripting).
• Liaise with business and project leaders to ensure timely and consistent delivery of training material.
• Utilize various training methods including eLearning, instructor-led, tutorial etc.
• A focus will be made on the development of content to improve the virtual training experience, including development of interactive eLearning modules/learner-directed training and gamification to drive engagement and ensure the learning process.
• Continuous maintenance and improvement of all training content and materials on the knowledge portal (PROsite).
• Create and maintain process documentation on the knowledge portal (PROsite) and effectively communicate regarding updates, changes, and relevant information using effective communication tools.
• Ensure training material is available and accessible to the target audience from a specific repository (Internal Knowledge Base, PROsite, and/or LMS system).
• Partner with organizational leaders to recommend next steps for trainees: advancement, additional training opportunities, areas of concern, likelihood of success, etc.
• Evaluate the effectiveness of training through collection of feedback and analysis of other metrics (including Quality Review results & trending) to continuously improve training content, delivery and effectiveness.
• This includes the development and implementation of training measurement tools to assess training outcomes and on-going training needs.
• Model a coach-approach in interactions with leaders and employees and promote skill development in this area.
• Identify and recommending process improvements.
• Support the post-training transition for new hires, ensuring they are set up for success in their new role including additional side-by-sides, coaching sessions, quality review, etc.
• Complete Quality Reviews within the business area and partner with Quality Specialists to ensure timely feedback and support are provided.

Key Qualifications

• University degree/college diploma or equivalent work experience: 2-3 years of financial services experience (life insurance is a preference), with focus on business processes, learning and communications Certification in adult education or a commitment to obtaining certification within the first 2 years is mandatory.
• Knowledge of current learning and development methodologies.
• Experience designing and delivering training (virtual and physically in-class) including development of e-learning and web-based material; prior hands-on experience creating content with Articulate 360, Vyond, and other tools is an asset.
• Experience in the processing of Foresters Financial Insurance Operations business is an asset.
• Experience managing and maintaining organizational learning programs.
• Experience maintaining and creating process documentation and ensuring that information is communicated to necessary parties using a variety of methods.
• Proven ability to drive and implement change.
• Proven ability to build relationships across various functions and levels of an organization and effectively manage stakeholders.
• Strong coaching skills with the ability to provide both negative and positive feedback in a constructive, professional manner.
• Superior organizational and project management skills, including the ability to multi-task between numerous projects within a fast-paced environment.
• Excellent written and verbal communication skills.
• Able to receive feedback and model a growth mindset of learning with feedback given.
• Results-oriented team player, with a demonstrated ability to apply good judgment and make recommendations.
• Strong analytical and problem-solving skills.
• Demonstrated commitment to ongoing professional development.
• Flexible with the ability to adapt to changing demands and pressures.
• Strong negotiation and influencing skills and the ability to interact in a positive and collaborative manner for training purposes.
• Ability to use Microsoft office products (e.g. Word, Excel, PowerPoint, Forms, Stream, Sharepoint, Teams etc).

#LI-Hybrid

This role will require full-time training with new hires and the schedule during training is 9-5 pm. This is a hybrid position with 2 days required in the office each week including during training from 9-5pm.

Salary Range: $54,000.00 - $77,000.00

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education.

In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants.

We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities.

If you anticipate needing any type of accommodations during the recruitment process, please email [e-mail] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

Foresters Financial™ is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 150 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.