Raymond James Financial, Inc

Senior Manager, PCG Training & Development

Raymond James Financial, Inc • $110K — $130K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7+ years of experience in Learning & Development, training, or change management; experience in financial services preferred.
  • Proven track record leading comprehensive training programs from needs assessment to continuous improvement.
  • Strong understanding of operational processes within an investment dealer or similar environment.
  • Post-secondary education in relevant fields; certifications in adult education or project management are advantageous.
  • Experience or certification in Canadian Securities Course or related industry education is a plus.

Responsibilities

  • Develop and implement the PCG training strategy aligned with organizational and operational needs.
  • Oversee the creation, enhancement, and execution of training programs for various roles and scenarios.
  • Collaborate with different departments to promote effective CRM training, particularly for Dynamics CRM.
  • Utilize AI technologies to innovate and improve training processes and learner engagement.
  • Conduct and manage diverse training sessions across various formats for PCG branches.
  • Assist with onboarding processes, ensuring new employees are informed and supported.
  • Use stakeholder feedback and data analysis to refine training offerings and strategies.

Benefits

  • Flexible work arrangements to support work-life balance.
  • Comprehensive health benefits and wellness programs.
  • RRSP matching program and employee stock purchase plan.
  • Tuition reimbursement for continued professional education.
  • Paid time off and volunteer days to promote community involvement.
Full Job Description
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.

Qualifications:

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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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