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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in facilitating engaging learning experiences and applying adult learning principles to drive behavior change. Proficient in leveraging emerging learning technologies and performance data to develop scalable capability solutions aligned with business outcomes.
Highest-signal resume keywords
Facilitation Of Learning ExperiencesPerformance ConsultingStakeholder ManagementNeeds AnalysisLearning And Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Adult Learning PrinciplesBehavior Change StrategiesPerformance Data AnalysisWorkshop FacilitationCapability Strategy DevelopmentTraining Solution DesignEmerging Learning TechnologiesSales EnablementOrganizational DevelopmentComplex Project Management
Soft Skills
Critical ThinkingProblem-SolvingCommunication SkillsOrganizational SkillsConsulting Skills
Tools & Technologies
AI-Enabled ToolsLearning Management SystemsPerformance Support SolutionsData Integration ToolsCollaboration Platforms
Industry Keywords
Financial ServicesInsuranceWealth ManagementSales EnablementAdvisor-Facing Environments
About the role
Key responsibilities & impact- Align learning, capability, and performance strategies with business growth priorities and customer experience outcomes
- Collaborate with Sales, Marketing, and key stakeholders
- Lead cross-functional capability-building initiatives
- Conduct needs analysis and performance consulting
- Apply emerging learning practices, technologies, and AI-enabled solutions
- Identify and develop strategy synergies between training, sales, and marketing
- Explore emerging learning, performance, and enablement practices
- Evaluate, pilot, and apply emerging technologies and performance support solutions
- Collect and integrate sales, marketing, and training data into robust summaries
- Build capability strategies aligned with future workforce, customer, and industry needs
- Oversee audience learning journeys and career pathways with L&D Managers
- Facilitate learning experiences, workshops, and strategic sessions
- Design, write, edit, test, and deliver training solutions for adult learners across multiple businesses
- Build stakeholder relationships and gather client feedback
- Measure capability initiative impact and ROI using performance data, learner insights, business metrics, and stakeholder feedback
- Complete consultation cycles by identifying gaps, recommending learning and non-learning solutions, and measuring business impact
- Manage concurrent complex design projects end to end, including communication plans and workback schedules
- Support collaboration, innovation, change management, and readiness roadmaps across multiple businesses
Requirements
What you’ll need- Ability to facilitate engaging learning experiences and influence behaviour change through coaching, facilitation, and stakeholder consultation
- Curiosity and interest in emerging learning practices, technologies, AI-enabled tools, and future workforce trends
- Knowledge of adult learning principles, behaviour change strategies, and performance consulting practices
- Strong critical thinking, needs analysis, and problem-solving skills
- Excellent verbal, written, presentation, and communication skills
- Strong organizational, consulting, and stakeholder management skills
- Ability to manage multiple priorities and complex initiatives
- Experience translating business needs into scalable learning, performance, or capability solutions supporting measurable business outcomes
- Experience facilitating workshops, leading discussions, or supporting behaviour change across diverse audiences
- Experience in learning and development, sales enablement, organizational development, facilitation, performance consulting, or other capability-building functions
- Experience leveraging learner insights, business metrics, stakeholder feedback, or performance data
- Experience within financial services, insurance, wealth management, sales enablement, or advisor-facing environments considered an asset
- University/College degree in Adult Education, Learning & Development, Organizational Development, Business, or a related field preferred
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance