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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing and implementing scalable learning solutions that drive measurable business outcomes, leveraging adult learning principles and performance consulting practices. Skilled in stakeholder management, needs analysis, and facilitating engaging learning experiences across diverse audiences.
Highest-signal resume keywords
Learning And DevelopmentPerformance ConsultingStakeholder ManagementNeeds AnalysisFacilitation
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 PrinciplesBehaviour Change StrategiesPerformance Data EvaluationTraining Solution DesignWorkshop FacilitationAI-Enabled ToolsCapability Strategy DevelopmentData IntegrationChange ManagementProject Management
Soft Skills
Critical ThinkingProblem-SolvingCommunicationOrganizational SkillsCollaboration
Certifications & Qualifications
University/College Degree In Adult EducationLearning & DevelopmentOrganizational DevelopmentBusiness
Industry Keywords
Financial ServicesInsuranceWealth ManagementSales EnablementAdvisor-Facing Environments
About the role
Key responsibilities & impact- Identify and develop strategy synergy between training, sales, and marketing for future-focused growth
- Explore emerging learning, performance, and enablement practices, technologies, and approaches
- Evaluate, pilot, and apply AI-enabled tools and performance support solutions
- Collect and integrate sales, marketing, and training data into robust summaries
- Build capability strategies aligned with future workforce, customer, industry, and business needs
- Oversee audience learning journeys and career pathways with L&D Managers
- Facilitate learning experiences, workshops, and strategic sessions for sales audiences
- Design, write, edit, test, and implement consistent training solutions for adult learners across multiple businesses
- Build stakeholder relationships and anticipate needs across multiple businesses
- Gather feedback and continuously improve training and development services
- Evaluate capability initiatives using performance data, learner insights, business metrics, and stakeholder feedback
- Conduct needs analysis, recommend learning and non-learning solutions, and measure business impact
- Manage concurrent complex design projects end to end, including communication plans and workback schedules
- Foster collaboration, innovation, and knowledge sharing across teams
- Map readiness paths and implement change management tools where required
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 coverage
- Dental coverage
- Mental health coverage
- 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, including 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