Job Description

Location: Toronto, ON, Canada

Date Posted: Oct 1, 2025

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.


We are currently seeking a Learning and Development Specialist. In this role, the successful candidate is expected to support CI Wealth through the design and facilitation of training programs, supplementary training/seminars and the creation of job aids or other resources as needed. CI's Learning & Development team is committed to providing flexible, customized learning and development solutions that align to our business needs. In this role, the successful candidate will be responsible for the design, delivery and coordination of learning and development programs for internal CI employees, as well as advisors and their staff members.

WHAT YOU WILL DO

Develop and deliver engaging, creative, and impactful in-person, blended, and online learning experiences to improve individual and organizational performance and development Conduct needs assessment to determine appropriate learning and development solutions and delivery methods modules (in-class, eLearning, video, virtual led training etc.) Engage and guide learners to achieve training objectives focused on specific job tasks or role responsibilities Translate complex problems and processes with examples and in multiple versions of explanation to appeal to various learners Lead and manage a training group in a mature, professional learning environment Evaluate learner application of skills and knowledge through observation and testing results Provide performance coaching and honest, constructive feedback with solutions to learners to achieve performance deliverables Assist other members of the Learning and Development team when needed (i.e. mock calls, facilitation of modules, etc.) Works collaboratively with Subject Matter Experts (SMEs) to ensure that relevant training program information is current May require facilitation in-class and virtual/online learning experiences

WHAT YOU WILL BRING

Business related University Degree/College Diploma, or equivalent work experience
Minimum of 3 years progressive work experience in the financial services industry in a similar capacity

A positive and resilient personality that embraces feedback and has a desire for continuous iteration and improvement

Ability to work in an agile manner within tight timeframes and content guidelines, while also displaying creativity and desire to push existing standards to the next level

Proficiency in MS O365 (including MS Teams, OneDrive, PowerPoint, Excel)

Course(s) in adult learning principles for instructional design and/or facilitation an asset

Successful completion of the Canadian Securities Course/IFIC Sales Course an asset

Advanced knowledge of Instructional Systems Design Methodology, blended solutions, learning object methodology, Adult Learning Theory, user-focused content development, rapid prototyping/development methodologies and tools

Proven skills in multimodal, formal and informal instructional design

Immediate knowledge of authoring and e-learning design software such as Storyline (or, Microsoft PowerPoint, Articulate 360)

Comfortable working in a self-guided manner

Excellent written and spoken English (bilingual English/French is an asset)



CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top-up program
Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.


Please submit your resume in confidence are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.