Shareworks by Morgan Stanley - Training Facilitator
Morgan Stanley
Calgary, AB
9h ago
source : Happy Monday

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

The Virtual Client Solutions Training Facilitator is integral to the growth strategy of the organization. The role will be responsible for delivering new hire, strategic initiatives and continuing education programs within a call center environment - primarily for the Workplace Solutions Group.

Facilitation will span across both instructor-led and virtual programs. The role requires an individual who is innovative, creative and can adapt to a fast-paced work environment.

Essential Job Functions :

Facilitate core new hire curricula or continuing education in a classroom or virtual setting leveraging various methods (Adobe, Web Ex, Skype, Web Cam, Zoom)

Develop and deliver pre and post evaluations

Collaborate with the Quality Assurance team to further enhance employee development and feedback

Collaborate with SME's to tailor or amend training materials

Coach, develop and mentor participants

Prepare for engagements by reviewing course content, research and side by side job shadowing

Use a variety of learning activities to engage participants (icebreakers, case studies)

Maintain records of training engagements including rosters, materials and assessments

Qualifications :

4-6 years of professional training experience as a corporate or financial services trainer with classroom experience

Call center training experience recommended

Demonstrated ability to successfully deliver training programs over extended periods and with tight completion deadlines

High energy, enthusiastic and motivational facilitation style

Superior platform skills and organizational skills

Excellent oral, written and presentation skills (ability to conduct presentations to all levels of personnel including management and internal teams)

Working knowledge of Wealth Management or Stock Plan Services and contact center environment

Highly computer literate with in-depth knowledge and understanding of computer and web applications, including Microsoft Office Suite

Flexible, self-directed and detail oriented

Be authorized to work in Canada without durational restrictions

Be able to travel domestically and internationally without restrictions

College or University Degree preferred

Series 7 / 66 required

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

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