Wealth Enablement Digital Trainer

iA Financial Group (Industrial Alliance)

. Deliver instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams .

Posted 10/7/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$86,000 - CA$125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering training sessions and enabling teams to effectively utilize digital platforms and operational tools within a wealth management context. Proficient in translating complex technical concepts into practical learning experiences while fostering relationship-building and collaboration.

Highest-signal resume keywords

Training DeliveryAdvisor Technology EcosystemsRelationship BuildingBilingual Proficiency in English and FrenchProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training DevelopmentWorkflow OptimizationDigital Enablement SolutionsOperational SystemsOnboarding Tools

Soft Skills

Presentation SkillsFacilitation SkillsCoaching SkillsCommunication SkillsCollaborative Mindset

Tools & Technologies

AX360IAssist/AI CapabilitiesCRM PlatformsOperational Tools

Industry Keywords

Wealth ManagementAdvisor WorkflowsBusiness TransformationDigital Platforms

About the role

Key responsibilities & impact

Deliver instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams
Enable advisory teams to use digital platforms, operational tools, and business processes more effectively
Translate technical concepts and business processes into practical, advisor-focused learning experiences
Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives
Identify advisor and assistant pain points and recommend workflow, tool usage, training, and experience improvements
Train teams on workflows across the iA Private Wealth digital ecosystem, including advisor-facing platforms, operational tools, onboarding processes, AX360, iAssist/AI capabilities, and other systems
Support implementation of new initiatives, platform enhancements, operational changes, and transformation efforts
Gather feedback to identify adoption barriers and refine support approaches
Contribute subject matter input, scenarios, and field insights to training-material development

Requirements

What you’ll need

Strong presentation, facilitation, coaching, and communication skills
Ability to simplify complexity and explain technical concepts in practical business language
Strong understanding of advisor and assistant workflows within a wealth management practice
Relationship-building skills, collaborative mindset, and ability to influence behavioral change and adoption
Experience with advisor technology ecosystems, CRM or workflow platforms, onboarding tools, digital enablement solutions, and operational systems within a wealth management environment
Strong planning, prioritization, problem-solving, and continuous improvement skills
Passion for applying artificial intelligence and digital tools to drive efficiency and elevate performance
Advanced English and French proficiency
Availability to travel for in-person engagement with advisor teams and to support cross-training on digital platforms

Benefits

Comp & perks

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products