Training Specialist - Personal Lending

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall 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) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. 

The Work

The purpose of the Training Specialist is to develop and deliver training programs for both new and existing staff members. The Training Specialist is also accountable for ongoing review and maintenance of the training programs to ensure their accuracy and effectiveness.

The Core Responsibilities!

• Liaise with Management and the Residential Lendingteams to maintain a strong understanding of existing products and procedures.
• Work with subject-matter experts to determine content for course modules.
• Design and develop ILT, VILT, participant’s guides, and activities to facilitate the transfer of learning. 
• Deliver training for both new and existing staff members for new products/services as well as job-related functional training. 
• Deliver training via various methods such as instructor-led training, virtual ILT, videos and exercises.
• Maintenance and co-ordination of training such as scheduling of courses, booking rooms, equipment etc.
• Manage the course evaluation process by ensuring evaluations are summarized and logged in the data tracking system.
• Conduct post training evaluation to determine effectiveness of training and adjust the delivery method/materials as required.

Let's Talk About You!

• 5 years of experience in financial or banking role– residential mortgage background is a must have. 
• 3-5 years of experience in Instructional Design. 
• 3-5 years of experience in facilitating training to adult learners via ILT and VILT. 
• University/College Degree in finance, business or related field. 
• Certificate in Teaching and Training Adults is a definite asset. 
• Experience in the Financial Services industry, particularly residential underwriting and mortgage trends is required.
• Experience using authoring and editing tools such as Camtasia and Snagit is required.
• Experience working in both Prime and Alternative mortgage lending. 
• Solid knowledge of various software packages, including MS Word, Power Point and various training tools.
• Basic knowledge of web design and web application.
• Knowledge in editing tools including video editing are definite assets.

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!