Join a Challenger
Being a traditional bank just isn’t our thing, so we challenge ourselves to get
creative in providing innovative banking solutions for Canadians.
How do we get there? With a talented team of inquisitive and agile challengers
that break through the status quo. So, if you’re passionate about redefining the
future of banking—while having fun—this could be your next big opportunity.
Our company continues to grow, and today we serve more than 670,000 people
across Canada through Equitable Bank, Canada's Challenger Bank™, and have been
around for more than 50 years. Equitable Bank's wholly-owned subsidiary,
Concentra Bank, supports credit unions across Canada that serve more than six
million members. Together we have over $125 billion in combined assets under
management and administration, with a clear mandate to drive change in Canadian
banking to enrich people's lives. Our customers have named our EQ Bank digital
platform (eqbank.ca [https://www.eqbank.ca/]) one of the top banks in Canada on
the Forbes World's Best Banks list since 2021.
The Work
The purpose of the Senior Training Specialist is to develop and deliver training
programs for existing credit union registered plans trustee program
participants. This position is responsible for meeting or exceeding the
registered plans training revenue budget. This position reports directly to
Senior Director, Registered Plans.
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85% Delivery of Training
- Work directly with credit union registered plans administrative staff to
support their administration of registered plans, while ensuring they are
adhering to current legislation to ensure regulatory compliance to reduce
financial and reputational risk, and ultimately protect the investments of
individual clients.
- Liaise with registered plans trustee services and administration teams to
maintain a strong understanding of existing products and procedures.
- Work with subject-matter experts to determine content for course modules.
- Independently design and develop participant’s workbooks and activities to
facilitate the transfer of learning.
- Deliver best-in-class training via web-based instructor-led training.
- Ensure effective logistics.. e.g scheduling of courses, sending invitations,
reminders, recognition of participant achievements for three levels of
completion, etc.
- Manage the course evaluation process by ensuring evaluations are summarized
and logged in the data tracking system.
- Independently conduct post training evaluation to determine effectiveness of
training and adjust the delivery method/materials as required.
- Drive opportunity to innovate training content and methods to adapt to
changing business needs i.e. new product launch, legislative changes, etc.
- Monitor client satisfaction, assess the scope of issues, and collaborate with
registered plans trustee team, and other business units to implement
resolutions.
15% Administrative Support
- Assist the registered plans trustee team in the review and updates of the
department procedures manual.
- Establish and maintain working relationships with internal support groups and
other business units.
Let's Talk About You!
- 5-7 years of experience in registered plans administration role.
- 3 years of experience in training adult learners virtually.
- Prior experience in the credit union system.
- University/College Degree in finance, business, or related field.
- Certificate in Teaching and Training Adults.
- Technical writing is a definite asset.
- Experience in the financial services industry, knowledge of registered plans
specifically RRSP, RRIF, Locked-in, TFSA, RESP, RDSP, FHSA.
- Solid knowledge of various software packages, including, MS Excel, Word,
PowerPoint and various training tools and web-based applications.
- Proven ability to work independently and collaboratively.
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What we offer [For full-time permanent roles]
?? Competitive discretionary bonus
? Market leading RRSP match program
?? Medical, dental, vision, life, and disability benefits
?? Employee Share Purchase Plan
???? Maternity/Parental top-up while you care for your little one
?? Generous vacation policy and personal days
?? Virtual events to connect with your fellow colleagues
?? Annual professional development allowance and a comprehensive Career
Development program
?? A fulfilling opportunity to join one of the top FinTechs and help create a
new kind of banking experience
Equitable Bank is deeply committed to inclusion. Our organization is stronger
and our employees thrive when we honour and celebrate everyone’s diverse
experiences and perspectives. In tandem with that commitment, we support and
encourage our staff to grow not just in their career path, but personally as
well.
We commit to providing a barrier-free recruitment process and work environment
for all applicants. Please let us know of any accommodations needed so that you
can bring your best self to the application process and beyond. All candidates
considered for hire must successfully pass a criminal background check and
credit check to qualify for hire. While we appreciate your interest in applying,
an Equitable recruiter will only contact leading candidates whose skills and
qualifications closely match the requirements of the position.
We can’t wait to get to know you!
