Bilingual Facilitator - Wealth Management

Job Description

BMO is currently sourcing for a Bilingual Facilitator, Wealth Management Learning & Financial Literacy.
This is a hybrid contract role primarily virtual with occasional in-person delivery and travel across Canada (approximately 1 day in office or in-person sessions per week).

Role Overview:
This role supports wealth management learning programs and financial literacy workshops, delivering mostly virtual training for new and developing wealth management employees. It also includes facilitating select in-person workshops for clients and their families. The position plays a key role in enhancing knowledge and engagement across diverse audiences, contributing to the overall effectiveness of wealth management education.

Key Responsibilities:

• Deliver virtual instructor-led training for new investment advisors, sales assistants, and wealth management support staff.
• Facilitate engaging sessions using MS Teams and virtual classroom tools, including whiteboarding and multimedia.
• Lead occasional in-person workshops and learning sessions as required.
• Support financial literacy programming for ultra high net worth clients and their children, including youth and young adults.
• Adapt delivery style to suit different learner groups, from internal employees to client-facing audiences.
• Provide feedback on training content and identify opportunities to improve learner engagement and program effectiveness.
• Partner with internal stakeholders to support scheduling, delivery readiness, and participant experience.

Must-Have Skills:

• Bilingual proficiency in English and French.
• Strong background in wealth management, ideally with experience as an Investment Advisor or related advisory/support role.
• Proven facilitation experience in virtual and/or in-person learning environments.
• Proficiency with MS Teams and other virtual delivery tools.
• Ability to engage diverse audiences and create interactive learning experiences.
• Willingness and ability to travel occasionally for in-person delivery.

Nice to Have Skills:

• Experience delivering training, workshops, or coaching programs.
• Instructional design, program consulting, or content improvement experience.
• Experience facilitating financial literacy or client education programs.
• Strong executive presence and ability to deliver a high-touch, high-quality learner experience.

Ideal Candidate:

• Credible wealth management practitioner with recognized industry experience.
• Strong facilitator capable of building trust quickly with varied audiences.
• Comfortable shifting between corporate learning delivery and client-facing educational sessions.
• Engaging, polished, and confident presenter for both internal and external audiences.

Qualifications

About the BMO Contractor Talent Network

This contract job with BMO has been posted by Procom, BMO's recruitment service partner supporting the BMO Contractor Talent Network.

Should you be selected for this contract engagement, Procom will act as the employer of record or the agency of record for your contract engagement.

To find out more visit https://bmo.clientconnections.com.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.