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Senior Advisor Application Coach

Attendance
Hybrid
Job number
24468
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
05-Feb-2025
Location: Edmonton, Alberta
City
Edmonton
Province/State
Alberta
Area of Interest: Wealth management

This position can be located in Edmonton or Vancouver.

A career as a Senior Advisor, Application Coach in the Best Business Practices team at National Bank Financial Wealth Management (NBFWM) means acting as a resource person by offering expertise in your field and supporting sales employees in adopting NBFWM network applications. This job allows you to have a positive impact through your information dissemination skills, training experience, and knowledge of technological applications.

Your Job

  • Lead training and coaching activities for users by leveraging your technical IT knowledge.
  • Develop and create tailored training strategies.
  • Design and update various training materials (plans, manuals, videos, PowerPoint presentations, podcasts).
  • Identify user needs and propose solutions to support their activities.
  • Ensure mastery and integration of sector technological tools.
  • Contribute to technological deployments and follow the steps for implementing changes.
  • Maintain the proper functioning of applications and review systems to ensure their stability and compliance.
  • Travel across Canada to train advisors and their teams in person.

Your Team

Within the Wealth Management sector, you are part of a team of 12 colleagues and report to the Director – Employee Learning Experience. Our team stands out for its expertise in coaching, training, and supporting wealth management advisors.

NBFWM has over 850 advisors in more than 85 branches across Canada, managing the assets of over 260,000 clients. We promote continuous learning through various tools, targeted training, and collaboration with colleagues from diverse backgrounds.

Prerequisites

  • College diploma (3 years) or equivalent, and 8 years of relevant experience
  • Experience in training delivery and communication
  • Experience in the brokerage field (wealth management), desirable
  • Having worked in a team of investment advisors, desirable
  • Knowledge of Salesforce, Croesus, Thomson, GDO, GDI, Iris applications, an asset
  • Proficiency in Microsoft Office Suite (especially PowerPoint)
  • Ability to simplify the use of technological tools
  • Ability to interact with investment advisors and their teams
  • Good understanding of the sales-advice approach
Languages:
English

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 
 
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic 
 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
 
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  
 
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 
 
Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
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Flexibility
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