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Senior Manager, Customer Marketing
Absorb
Remote, Canada
Full-time · Remote
Customers are at the heart of everything we do at Absorb. As our Senior Manager, Customer Marketing, you'll play a pivotal role in shaping how thousands of customers experience, adopt, and…
Added 8 hours ago
Commercial Strategy Consultant, Life Sciences
Odaia Intelligence Inc.
Remote, Canada
Full-time · Remote
5+ years in management consulting, strategy, or a client-facing analytics role - ideally within life sciences, pharma, or healthcare (e.g., Engagement Manager, Consultant, etc.)
Added 14 hours ago
Manager, System Risk Modeling & Intelligence
Metrolinx
Toronto, ON
Full-time
Our System Safety and Engineering Management Office is looking for a Manager, System Risk Modeling and Intelligence. The Manager will lead development and execution of analysis, modeling,…
Talent Process Optimization Manager
Autodesk
Canada
Full-time
Translate Talent business needs into clear requirements, use cases, process impacts, and adoption priorities for PISD, ESE, vendors, and other delivery partners; provide business-side…
Senior Manager - Labour Strategy & Store Operations Performance
Staples Canada
Richmond Hill, Ontario
Full-time
Reporting to the Director, Operational Excellence, the Senior Manager, Labour Strategy & Store Operations Performance is responsible for driving store labour performance and consistent…
Senior Manager - Labour Strategy & Store Operations Performance
Staples Inc.
Richmond Hill, Ontario
Full-time
Reporting to the Director, Operational Excellence, the Senior Manager, Labour Strategy & Store Operations Performance is responsible for driving store labour performance and consistent…
Data Scientist Manager
Sanofi
Toronto, ON
Full-time
We are seeking a highly skilled and visionary Data Scientist Manager to drive innovation and impact at the intersection of AI and Commercial operations. This role will be a part of the…
Campaign & Performance Manager
Nestlé Nespresso SA
Montreal, QC
Full-time
Strong command of data analytics, attribution modeling, and ROI measurement, with the ability to translate insights into strategic decisions
Campaign & Performance Manager
Nestle Operational Services Worldwide SA
Montreal, QC
Strong command of data analytics, attribution modeling, and ROI measurement, with the ability to translate insights into strategic decisions
Sr Mgr, Business Intelligence - Enterprise Claims & Fraud
Co-operators
Guelph, ON · Toronto, ON · Mississauga, ON · Burlington, ON · Montreal, QC · Quebec, QC · Laval, QC
Full-time
As a Senior Manager, Business Intelligence, you will take full accountability for the achievement of our business goals and own the execution of our BI strategy. and will be a champion of…
Trade Data Scientist
Government of Alberta
Edmonton, AB
Reporting to the Manager, Trade Data Assessment, the Trade Data Scientist leads the acquisition, integration, and advanced analysis of Alberta, Canadian, and global trade data to support…
Technical Product Manager
ZenaTech Inc.
Toronto, ON
Full-time
We are seeking a Technical Product Manager in Toronto to take full ownership of the go-to-market strategy and product development lifecycle for Zenatech. You will lead the product’s…
HR Operation Manager
Modine Manufacturing Company
Calgary, AB
Full-time
The HR Operations Manager leads the administration and continuous improvement of HR operations, including recruitment processes, payroll governance, benefits administration, HR systems,…
Program Manager – Enterprise Programs & PMO Capability (Perm, Day, M-F)
Burnbrae Farms
Mississauga, Ontario
Full-time
Advanced proficiency in data analytics, with a strong ability to translate complex data into strategic insights for decision-making
Senior Specialist, CX Operations & Enablement
Chartered Professional Accountants of Canada (CPA Canada)
Montreal, QC
$82,200 to $103,900 CAD / year
Full-time
…service experience by turning service pain points, customer insights, and operational needs into practical, scalable improvements. Reporting to the Senior Manager, Customer Experience, this…
Senior Specialist, CX Operations & Enablement
Chartered Professional Accountants of Canada (CPA Canada)
Toronto, ON
$82,200 to $103,900 CAD / year
Full-time
…service experience by turning service pain points, customer insights, and operational needs into practical, scalable improvements. Reporting to the Senior Manager, Customer Experience, this…
Senior Specialist, CX Ops & Enablement
Chartered Professional Accountants of Canada
Vancouver, BC · Toronto, ON · Montreal, QC
$82,200 to $103,900 CAD / year
Full-time
…service experience by turning service pain points, customer insights, and operational needs into practical, scalable improvements. Reporting to the Senior Manager, Customer Experience, this…
Manager- Consumer- Monitor Deloitte
Deloitte
Toronto, ON
Full-time
…transformation choices, including enterprise modernization, AI adoption, platform strategy, supply chain evolution, and operating model design. Structure complex problems, synthesize…
Client Solutions Manager - Commerce - Toronto
TikTok
Toronto, ON
Full-time
- Proficiency in campaign analytics and reporting tools (Excel, Thinkcell, dashboards), with ability to extract actionable insights from platform data.
Senior Manager, PCG Training & Development
Raymond James
Vancouver, BC · Ottawa, ON · Toronto, ON
Full-time
The Senior Manager, PCG Training & Development will lead the strategy, design, delivery, and continuous improvement of training programs for the PCG branch network. The role will ensure…
Manager, Planning
dentsu
Toronto, ON
Full-time
The Planning Manager is responsible for leading media planning strategy across a portfolio of clients while developing and managing a high-performing team. This role oversees the end-to-end…
Senior Engineering Manager, Advanced Product Designer (APD)
Guidewire Software
Remote, Canada
Full-time · Remote
…lifecycle management alongside services such as Rules, Package Manager, App Manager, and related platform…
Marketing Product Manager - Seasonal Engagement
Ubisoft Montréal
Montreal, QC
Full-time
Work closely with the Audience, GSI, and Marketing Analytics teams to understand player perceptions, expectations regarding new product features, and performance insights necessary for the…
Marketing Product Manager - Seasonal Engagement
Ubisoft
Montreal, QC
Full-time
Work closely with the Audience, GSI, and Marketing Analytics teams to understand player perceptions, expectations regarding new product features, and performance insights necessary for the…
Marketing Product Manager - Seasonal Engagement
Ubisoft Montréal
Montreal, QC
Full-time
Work closely with the Audience, GSI, and Marketing Analytics teams to understand player perceptions, expectations regarding new product features, and performance insights necessary for the…

Raymond James

Senior Manager, PCG Training & Development

Vancouver, BC, Canada
Ottawa, ON, Canada
Toronto, ON, Canada

Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Senior Manager will lead the strategy, design, and delivery of training programs for the PCG branch network while championing AI-enabled learning innovations. They will also partner with internal stakeholders to ensure training aligns with regulatory requirements, operational changes, and advisor experience objectives.

Requirements

Candidates must have 7+ years of progressive experience in Learning & Development or financial services, with a strong preference for investment brokerage backgrounds. A post-secondary education in a relevant field is required, along with proficiency in modern learning technologies and facilitation.

Experience

5 to 10 years

Education

bachelor degree

Working hours

40 hours per week

Work arrangement

Hybrid

Skills

Learning & Development
Training Strategy
Instructional Design
Change Management
Financial Services
Wealth Management
AI-enabled Learning
CRM Training
Dynamics CRM
Facilitation
Project Management
Stakeholder Management
Adult Learning Principles
Data Analysis
Leadership

Benefits

Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement

Minimum pay

$110,000

Maximum pay

$130,000

Pay currency

CAD

Pay period

YEAR

Visa sponsorship

Not detected in the job text

Keywords

Learning & Development
Training Strategy
Instructional Design
Change Management
Financial Services
Wealth Management
Investment Brokerage
AI-enabled Learning
CRM
Dynamics CRM
Microsoft 365
SharePoint
LMS
Adult Education
Facilitation
Project Management
Regulatory Compliance
Branch Operations
Curriculum Design
Data Analytics
Stakeholder Management
Onboarding
Knowledge Management
Content Development
Performance Metrics
Leadership
Coaching
Communication Skills
Process Improvement
Investment Dealer

Original job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Manager, PCG Training & Development

How does the role impact the organization?

The Senior Manager, PCG Training & Development will lead the strategy, design, delivery, and continuous improvement of training programs for the PCG branch network. The role will ensure advisors, associates, and branch leaders receive practical, timely, and engaging learning support for core processes, desktop tools, workflow changes, regulatory updates, and onboarding requirements. This forward-thinking leader will also champion the responsible use of AI and learning technologies to modernize the PCG training offering, improve learner experience, scale access to training resources, and strengthen adoption across branches.

What will your role be responsible for?

Training strategy and program leadership

Set the PCG training strategy and roadmap in alignment with branch needs, firm priorities, regulatory requirements, operational changes, and advisor experience objectives.
Lead the design, development, maintenance, and continuous improvement of PCG training programs, in consultation with internal partners, of workflow/process training, technical application training, skills development, and leadership or role-based learning where applicable.
Partner with Practice Management and Technology to continue to develop and deliver Client Relationship Management (CRM) training in support of best practices for advisors and their team members, to help increase adoption of Dynamics CRM for advisor teams.

AI-enabled learning innovation

Identify and implement practical AI-enabled opportunities to enhance the training offering, including intelligent knowledge retrieval, scenario-based learning, personalized learning pathways, content drafting support, training analytics, and faster conversion of process changes into learner-ready materials.
Partner with all internal departments and business stakeholders to ensure AI-supported training practices are accurate, secure, appropriately governed, and aligned with firm standards.
Use learning data, learner feedback, branch trends, and operational insights to recommend improvements and prioritize training investments.

Branch training delivery and adoption

Plan and facilitate engaging in-person, virtual, webinar, eLearning, and blended training sessions for PCG branches across Canada.
Support national rollouts of new workflows, regulatory changes, desktop tools, applications, and firm-wide projects by translating complex information into practical, branch-ready training and communications.
Proactively engage with new employees to ensure they understand available training resources and feel supported during onboarding and transition periods.
Lead the support of training for competitive hires and their team members.

Curriculum design, content, and knowledge assets

Collaborate with subject matter experts, business leaders, instructional designers, and communications partners to develop curriculum, job aids, guides, videos, presentations, toolkits, SharePoint resources, and other learning assets.
Apply adult learning principles, inclusive design practices, and learner-centered facilitation techniques to make training clear, accessible, relevant, and easy to apply.
Review, curate, and maintain PCG eLearning and learning materials to ensure accuracy, consistency, quality, and alignment with internal communications and process documentation.

Stakeholder partnership and change enablement

Act as a trusted training partner and subject matter expert for PCG Administration, Operations, IT, Compliance, HR, Practice Management partners, project teams, and branch leadership.
Advise on training impacts for firm-wide project deliverables, workflow changes, regulatory initiatives, desktop tool updates, and new systems or process implementations.
Collaborate with vendors and internal platform owners to ensure PCG desktop application training materials and support resources remain current.

Governance, measurement, and administration

Establish training standards, program governance, and quality controls for PCG training content, logistics, reporting, and learner communications.
Track participation, course feedback, learning outcomes, and program effectiveness; prepare reporting and recommendations for continuous improvement.
Coordinate schedules, communications, course launches, LMS administration, SharePoint updates, compliance reporting, budgets, vendors, and training resources where applicable.

People leadership and team development

Provide leadership, coaching, and oversight to PCG training resources and junior team members, including prioritization of work, deliverables, quality review, and development support.
Model strong collaboration, accountability, adaptability, and service orientation while fostering a culture of learning and continuous improvement across PCG Administration and branch-facing support teams.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

Education and experience

7+ years of progressive experience in Learning & Development, training, operations enablement, change management, financial services, or a related function; experience in investment brokerage or wealth management is strongly preferred.
Demonstrated experience leading enterprise or branch-facing training programs from needs assessment through design, delivery, measurement, and continuous improvement.
Strong knowledge of advisor, sales assistant, branch administration, and operational processes within an investment dealer or comparable financial services environment.
Post-secondary education in Education, Human Resources, Business Administration, Finance, Communications, or a related field; adult education, instructional design, facilitation, project management, or change management certification is an asset.
Enrollment in or completion of the Canadian Securities Course, Conduct and Practices Handbook, or equivalent industry education is an asset.

Technical and learning capabilities

Strong facilitation skills across in-person, virtual, webinar, and blended learning formats, with the ability to adapt delivery to diverse audiences and learner needs.
Experience developing learning assets using tools such as Microsoft 365, PowerPoint, SharePoint, LMS platforms, eLearning authoring software, screen recording tools, and interactive learning technologies.
Working knowledge of AI-enabled productivity, knowledge management, content development, analytics, or learner-support tools; ability to apply AI responsibly to improve learning quality, accessibility, consistency, and speed.
Experience with leading or delivering CRM training, preferably with Dynamics CRM.
Strong analytical skills with the ability to interpret feedback, participation data, business impacts, and learner outcomes to improve programs.

Leadership and interpersonal competencies

Excellent written and verbal communication skills, including the ability to translate complex operational or regulatory information into clear, practical training and communications.
Strong stakeholder management skills with the ability to build credibility, influence outcomes, and work effectively with subject matter experts, business leaders, vendors, and cross-functional project teams.
Exceptional organization, project management, and prioritization skills, with the ability to manage multiple initiatives in a fast-paced and evolving environment.
High attention to detail, sound judgment, discretion with confidential information, and a client/advisor-focused service mindset.
Bilingual capability in English and French is an asset.

Desired leadership competencies

Forward-thinking and curious: looks ahead to emerging learning practices, AI capabilities, industry trends, and branch needs.
Pragmatic and execution-focused: converts business needs into practical learning solutions that can be adopted quickly and consistently.
Collaborative and influential: works through others to drive alignment, quality, and adoption across regions and business groups.
Data-informed: uses learner feedback, training metrics, and business outcomes to refine priorities and improve program effectiveness.
People-first: supports inclusive, accessible, learner-centered experiences that help associates and advisors succeed.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Salary Range: $110,000 - 130,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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