TITLE: Financial Planning, Sales and Development Lead
LOCATION: Calgary, AB
REPORTING: VP Sales

JOB PURPOSE: Why does this role exist?
The Financial Planning, Sales and Development Lead is responsible for training and development of
firm's Integrated Advisory partners. This role is also responsible for the development and
implementation of our organizational training strategy and assesses its outcomes. The Lead will identify
training and developmental needs and drive suitable training initiatives that build loyalty to the firm. The
role will work across many departments within our Integrated Advisory partners to get employees up
to speed in delivering an exceptional client experience. This position reports to the VP Sales.

KEY ACCOUNTABILITIES:• Promotes a culture of compliance throughout the firm.
• Designs and develops overall or individualized training and development plans, and presentations that address the needs and expectations of our Integrated Advisory partners.
• Conducts effective orientation sessions; deploys a wide variety of training methods and elicits feedback.
• Contributes to the quality of training designed to enhance employees' skills, performance, productivity and quality of work.
• Participates in implementation strategy discussions regarding training and firm's onboarding objectives.
• Provides opportunities for ongoing development of training tools and materials.
• Resolves any specific problems and tailors training programs as necessary.
• Maintains a keen understanding of training trends, developments and best practices and revises programs as necessary in order to adapt to changes occurring in the industry.
• Understands e-learning techniques, and where relevant, is responsible for the creation and/or delivery of e-learning packages.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Plans, develops and implements training programs using methods such as classroom training,
demonstrations, on-the-job training, meetings, conferences, and workshops.
• Leverages technology available to deliver training programs.
• Evaluates effectiveness of training programs, providing recommendations for improvement.
• Develops and organizes training manuals, multimedia visual aids, and other educational
materials.
• Identifies and assesses future and current training needs for firm's employees and our
Integrated Advisory partners.

CLIENT MANAGEMENT
• Works effectively with people at all levels, motivates others and encourages positive changes in
people's attitudes when necessary.
• Focuses on delivering a first-class client experience; committed to following up to assure the
successful implementation of training objectives.
• Assures data within the CRM is current and accurate; runs reports as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Confers with leadership and conducts surveys to identify training needs based on projected
production processes, changes, and other factors.
• Researches new technologies and methodologies in workplace learning and makes
recommendations as appropriate.
• Fosters an atmosphere of teamwork and cohesiveness.

FINANCIAL & BUSINESS PERFORMANCE
• Monitors, evaluates and reports on training program's budget, effectiveness, and success.
• Considers the costs of planned programs assessing the return on investment of any training or
development program.

FUNCTIONAL COMPETENCIES
• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or
in classroom training, e-learning, workshops, simulations etc.).
• Demonstrated ability to flourish in environments of significant change. Open to feedback and
ongoing process improvement.
• Superior interpersonal skills and with proven ability as a relationship builder in person and
remotely by phone or Skype.
• Effective verbal and written communication skills; strong presentation skills (remote and inperson)
• Problem-solving and negotiation skills; effective time management to meet deadlines.
• Ability to plan, multi-task and manage time effectively.
• Strong writing and documentation skills for reports and training manuals.

QUALIFICATIONS
• Minimum undergraduate degree in a business-related program
• Minimum of five (5) years experience in training and development roles
• CFP Designation required
• Previous investment and/or insurance experience considered an asset
• Previously experience managing a book of clients considered an asset
• Proven track record in designing and executing successful training programs
• Familiarity with Microsoft Office 365 suite considered an asset
• Strong computer and database skills
• Some travel is required