Lead Investments Learning Consultant

Résumé du poste

The Lead Investments Learning Consultant will deliver consulting and coaching to financial professionals while facilitating live and virtual practice management programs. They are also responsible for designing learning content and managing training projects in partnership with internal stakeholders.

Détails du poste

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. The Franklin Templeton Academy helps Financial Professionals grow stronger, more successful businesses by providing expertise, coaching, and best practice guidance across leadership, client communication, business development, professional growth, and investment concepts. The team partners closely with Advisors and internal stakeholders to deliver practical consulting solutions that strengthen client relationships, improve business performance, and support long-term growth. Joining the team offers the opportunity to influence advisor success, build strategic partnerships, and contribute to meaningful business outcomes. We’re looking for a Lead Investments Learning Consultant for an 18-month contract covering our Canadian clients. HOW YOU WILL ADD VALUE Practice Management Program Delivery Deliver consulting and coaching to Financial Professionals. Facilitate live and virtual practice management programs. Travel to partner firms for consulting engagements and events. Build relationships with Advisors and understand their needs. Promote internal solutions and support program marketing. Represent the firm at industry and partner events. Resolve operational inquiries and improve client experiences. Content Design & Development Design, update, and enhance learning content. Develop virtual, instructor-led, and reference materials. Partner with Marketing to create new training programs. Training Project Management & Administration Participate in project meetings and support delivery activities. Support project administration, documentation, and deliverables. Complete administrative responsibilities related to the role. Provide work updates and time reporting to management. WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE Experience, Education & Certifications BA/BS 4-Year Degree or equivalent experience CSC, CIM, CFA or applicable designation considered an asset Seven years of financial services experience in relationship management or sales within financial services Coaching credentials such as CTDP, ACC, RCC, PCC, MCC or similar preferred Technical Skills Proficiency with Microsoft Office Suite Soft Skills Strong relationship-building and stakeholder management skills Excellent written and verbal communication Strong organizational and planning skills Ability to work independently and manage a regional territory High attention to detail and follow-through Spanish language proficiency preferred, but not required Willingness to travel approximately 50% to 75% WORK SCHEDULE & LOCATION This role can be based in Toronto, Calgary or Montreal and will require 3 days in the office a week, there is some flexibility to consider a fully remote arrangement. Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $95,000-$110,000, depending on location and level of relevant experience, plus discretionary bonus. Staffing Agency Disclaimer: Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid. #ASSOCIATE #LI-Onsite Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Ce que vous ferez

The Lead Investments Learning Consultant will deliver consulting and coaching to financial professionals while facilitating live and virtual practice management programs. They are also responsible for designing learning content and managing training projects in partnership with internal stakeholders.

Exigences

Candidates should have at least seven years of experience in financial services, specifically in relationship management or sales. A bachelor's degree is required, and professional designations such as CSC, CIM, or CFA are considered assets.

Avantages

• Healthcare options • Insurance • Disability benefits • Employee stock investment program • Learning resources • Career development programs • Education expense reimbursement • Paid time off • Parental leave • Caregiving leave • Bereavement leave • Volunteering leave • Wellbeing program • Discretionary bonus

Compétences indiquées

• Vente · Souhaitée
• Communication · Souhaitée
• Gestion de projet · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Relationship management
• Sales
• Coaching
• Consulting
• Public speaking
• Project management
• Content design
• Stakeholder management
• Communication
• Organizational skills
• Planning
• Investment concepts
• Business development
• Microsoft Office Suite
• Financial services
• Influencing Skills
• Influencing Without Authority
• Relationship Management
• Project Administration
• Time Off Management
• Follow Through
• Motivational Skills
• Business Development
• Management
• Investments
• Chartered Financial Analyst
• Content Design
• Spanish Language
• Financial Services
• Leadership
• Marketing
• Investment Concepts
• Project Management
• Microsoft Office
• Practice Management
• Caregiving
• Relationship Building
• Stakeholder Management
• Strategic Partnership
• Verbal Communication Skills
• Radiology Certified Coder
• Detail Oriented

Domaines d’emploi

• Consulting
• Finance & Accounting
• Management & Leadership
• Education
• Sales
• Learning Consultant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors