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Added 34 mins ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 34 mins ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
Added 48 mins ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 2 hours ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- $59,300 to $94,800 CAD / year
- Full-time
…technology platforms, and a PCP or CCP designation. As a trusted advisor to prospects and clients, you'll uncover business needs, deliver impactful solution demonstrations, and help…
Added 3 hours ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role in delivering customized tax-efficient wealth strategies to our…
Added 3 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 3 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 3 hours ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
…of it, act on signals early, and show up as both a trusted advisor and a confident commercial…
Added 3 hours ago
CT
Parts advisor
Coast Tire Inc.
Charlottetown, PE
- From $20 CAD / hour
- Full-time
- On-site
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Foster a culture that embraces innovation, curiosity, learning, and operational excellence.
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 4 hours ago
C
Director, Strategic Partnerships
Clarity
Vancouver, BC
- $200,000 to $350,000 CAD / year
- Full-time
Interested in learning more about life at Clarity? Check out our careers page to see how you can grow with us!
Added 4 hours ago
FT
Service Advisor, Campbell River
Fountain Tire
Campbell River, BC
- Other
Fountain Tire Campbell River is looking for a friendly, dedicated, and knowledgeable individual to join our team as a Service Advisor!
Added 4 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 4 hours ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
…thought leadership that will drive legendary Client Experiences, Advisor and business growth to help grow sustainable market…
Added 4 hours ago
A
Concierge - Bilingual Advisor (French) (Yaletown)
Aritzia
Vancouver, BC
- Part-time
The aptitude for learning and navigating diverse technology systems
Added 5 hours ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Operate as a specialist resource and trusted advisor to senior leaders and key stakeholders across the organization.
Added 5 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 5 hours ago
B
Senior Bilingual Contracting Representative
BMO
Toronto, ON · YNG
- Full-time
Evaluates suitability for Life License Sponsorships, non-face to face Advisor applications and special compensation requests.
Added 5 hours ago
S
Financial Advisor - Village Green Branch, Vernon, BC
Scotiabank
Vernon, BC
- Full-time
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…

iA Financial Group

Wealth Enablement Digital Trainer

Toronto, ON, Canada
Montreal, QC, Canada
Quebec, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

Build the future with us

Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing platforms. You are more than a trainer - you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption.

The primary focus of this role is training delivery, coaching, adoption, and change enablement. The role also supports the definition of curriculum maps, learning paths, and targeted content needs in partnership with the training and curriculum design function.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

_____________________________________________________________________________

What you’ll accomplish with us

As a Wealth Digital Enablement Trainer, you’ll be at the core of our mission. Here are the main responsibilities:

Deliver engaging 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 to improve productivity and client service.
Translate complex 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 common advisor and assistant pain points and recommend ways to simplify workflows, optimize tool usage, strengthen training, and enhance the overall advisor experience.
Train advisors and teams to navigate and optimize workflows across the iA Private Wealth digital ecosystem, including advisor-facing platforms, operational tools, onboarding processes, AX360, iAssist/AI capabilities, and other systems that support practice efficiency and client service.
Support the implementation of new initiatives, platform enhancements, operational changes, and business transformation efforts.
Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.
Contribute subject matter input, scenarios, and field insights to support the development of training materials by the training and curriculum design specialist.

______________________________________________________________________________

What could accelerate your success in this role

We’re looking for someone who:

Is known for their strong presentation, facilitation, coaching, and communication skills.
Stands out for their ability to simplify complexity and explain technical concepts in practical business language.
Demonstrates strong understanding of advisor and assistant workflows within a wealth management practice.
Is recognized for their relationship-building skills, collaborative mindset, and ability to influence behavioral change and adoption.
Experience working with advisor technology ecosystems, CRM or workflow platforms, onboarding tools, digital enablement solutions, and operational systems within a wealth management environment.
Demonstrates strong planning, prioritization, problem-solving, and continuous improvement skills.
Is passionate about applying artificial intelligence and digital tools to drive efficiency and elevate performance.
Has advanced English and French proficiency, as the role involves delivering training, creating learning materials, and collaborating with advisors, assistants, internal teams, and business stakeholders that are based across the country on a regular basis.
Is available to travel for in-person engagement with advisor teams and to support cross-training on digital platforms.

______________________________________________________________________________

Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: 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, and much more!

______________________________________________________________________________

Apply now and get ahead of your career, where your talent really belongs!

______________________________________________________________________________

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

______________________________________________________________________________

The typical hiring range for this position is between $86,000 and $125,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Company

iA Private Wealth Inc.

Posting End Date

2026-10-23

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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More about this job

Responsibilities

The Wealth Enablement Digital Trainer will deliver engaging training sessions and coaching to advisors and support teams to maximize the adoption of digital platforms and operational tools. They will also translate complex technical concepts into practical workflows and gather feedback to drive continuous improvement in the advisor experience.

Requirements

The ideal candidate possesses strong presentation, facilitation, and coaching skills with a deep understanding of wealth management advisor workflows. Proficiency in both English and French is required, along with experience in advisor technology ecosystems and a passion for digital enablement.

Skills

Training delivery
Facilitation
Coaching
Communication skills
Digital transformation
Wealth management
Change enablement
Workflow optimization
Relationship building
CRM
Artificial intelligence
Technical presentation
Problem solving
Continuous improvement
Instructional design
Stakeholder management

Benefits

Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation days
Wellness days
Personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Digital transformation
Training delivery
Change enablement
Advisor support
CRM
Workflow optimization
Artificial intelligence
AX360
iAssist
Operational tools
Coaching
Facilitation
Instructional design
Practice efficiency
Client service
Digital ecosystem
Stakeholder engagement
Continuous improvement
Financial services

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