Training Design and Delivery Specialist

Position Overview

The Training Design and Delivery Specialist will work with various Richardson Wealth departments to create, produce, deliver, and provide competency-based training plans. The role will focus on training strategy for Advisor facing projects and initiatives. The incumbent will provide innovative and engaging learning experiences by producing a variety of training tools and resources. The Specialist will also be required to facilitate classroom-style /web-based training sessions and introduce creative approaches for improved proficiency and efficiency. The Specialist will work closely with the Sr. Training Specialist to professionalize and elevate the learning experience at Richardson Wealth.

Duties & Responsibilities

• Collaborate with Project Management teams and subject matter experts to identify target audience’s training requirements and needs
• Create training plans and strategies for large scale Advisor facing projects and programs centered on systems, procedures, and business management tools
• Organize and deliver classroom and remote training sessions as required
• Work closely with Communications to ensure training deliverables and changes are well communicated and understood by Advisor teams
• Evaluate the effectiveness of training by designing and managing post-implementation measurement tools and conducting post-mortems
• Design assessments for verifying learner knowledge and capability and provide summarized reporting
• Ensure training content is kept up to date on a regular basis by deploying a review/update process that is maintained

Skills & Qualifications

• 5-8 years of demonstrated formal training and design experience
• Project planning
• Instructional design
• e-learning software (Articulate Storyline / Snagit / SharePoint)
• Interpersonal, written and verbal communication and presentation
• Technical skills or the ability to understand technological processes
• Apply adult learning principles
• Think critically and ask targeted questions to determine needs and respond appropriately
• Think creatively to design learning materials that are engaging
• Learn quickly; demonstrate dependability, professionalism and innovation

Education

• Formal instructional design experience preferred, including conducting needs assessment
• Experience with multiple delivery methods, including e-learning initiatives
• Experience in a training or classroom environment preferred.
• Post-secondary education in learning principles and/or certification in adult continuing education or instruction skills is an asset.
• Experience in the financial services or brokerage industry is preferred but not required