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Lead Investments Learning Consultant
lead · Human Resources
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
The Franklin Templeton Academy helps Financial Professionals grow stronger, more successful businesses by providing expertise, coaching, and best practice guidance across leadership, client communication, business development, professional growth, and investment concepts. The team partners closely with Advisors and internal stakeholders to deliver practical consulting solutions that strengthen client relationships, improve business performance, and support long-term growth. Joining the team offers the opportunity to influence advisor success, build strategic partnerships, and contribute to meaningful business outcomes. We’re looking for a Lead Investments Learning Consultant for an 18-month contract covering our Canadian clients.
HOW YOU WILL ADD VALUE
Practice Management Program Delivery
Deliver consulting and coaching to Financial Professionals.
Facilitate live and virtual practice management programs.
Travel to partner firms for consulting engagements and events.
Build relationships with Advisors and understand their needs.
Promote internal solutions and support program marketing.
Represent the firm at industry and partner events.
Resolve operational inquiries and improve client experiences.
Content Design & Development
Design, update, and enhance learning content.
Develop virtual, instructor-led, and reference materials.
Partner with Marketing to create new training programs.
Training Project Management & Administration
Participate in project meetings and support delivery activities.
Support project administration, documentation, and deliverables.
Complete administrative responsibilities related to the role.
Provide work updates and time reporting to management.
WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE
Experience, Education & Certifications
BA/BS 4-Year Degree or equivalent experience
CSC, CIM, CFA or applicable designation considered an asset
Seven years of financial services experience in relationship management or sales within financial services
Coaching credentials such as CTDP, ACC, RCC, PCC, MCC or similar preferred
Technical Skills
Proficiency with Microsoft Office Suite
Soft Skills
Strong relationship-building and stakeholder management skills
Excellent written and verbal communication
Strong organizational and planning skills
Ability to work independently and manage a regional territory
High attention to detail and follow-through
Spanish language proficiency preferred, but not required
Willingness to travel approximately 50% to 75%
WORK SCHEDULE & LOCATION
This role can be based in Toronto, Calgary or Montreal and will require 3 days in the office a week, there is some flexibility to consider a fully remote arrangement.
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $95,000-$110,000, depending on location and level of relevant experience, plus discretionary bonus.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
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Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.