Bilingual Facilitator - Wealth Management

Job Description

Bilingual Facilitator, Wealth Management Learning & Financial Literacy:
On behalf of our Banking client, Procom is searching for a Bilingual Facilitator, Wealth Management Learning & Financial Literacy for a 6-month contract role. This position is a hybrid position with 2 days onsite at our client’s Toronto, Ontario office.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy - Job Description:
The Bilingual Facilitator will support wealth management learning programs and financial literacy workshops, primarily delivering virtual training for new and developing wealth management employees. The role includes facilitating select in-person workshops for clients and their families, contributing to the overall effectiveness of wealth management education.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy - 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.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy - Mandatory 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.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy – 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.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy – Assignment Length:
This is a 6-month contract position.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy - Start Date:
ASAP.

Bilingual Facilitator, Wealth Management Learning & Financial Literacy - Assignment Location:
Toronto, Ontario, Canada. This is a hybrid role with 2 days in office per week.

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