Intermediate Training Advisor -developing and delivering training content for the Salesforce program - 36254

Location Address: 40 King Street W, 13th Floor - hybrid - 2x/week onsite

Contract Duration: Jan 2, 2025 - Oct 31, 2025

Story Behind the Need

Business Group: Business Transformation, Commercial Banking

Project: nCino / Salesforce program - a transformational project impacting Canadian Commercial Banking front-to-back lending processes. The contractor will be developing and delivering training content for this program, as well as updating existing training content, ensuring that user resources are available in both English and French.

Responsibilities:

Monitor and manage the program training SharePoint site.

Create Job Aids, training workbooks, one-page instruction documents, visual aids and Articulate lessons.

Create training and support materials on functional procedures, work instructions, business process overviews.

Schedule, monitor, evaluate and record training activities and program effectiveness.

Facilitate instructor-led virtual and in-person sessions.

Present information using a variety of instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, videos and lectures.

Coordinate with functional subject matter experts to develop training content.

Keep Resource Centre content up-to-date and ensure materials meet French language requirements.

Assists with training assessment activities through surveys, interviews with employees, focus groups or consultation with managers.

Must Have Skills:

1. 3-4 years related training facilitation and development experience.

2. Proven experience with Articulate Storyline (or similar platforms eg. Camtasia)

3. Proven experience with CRM and workflow / processing systems (eg., functional understanding Salesforce, nCino or other)

4. Microsoft Office proficiency (PPT, Word)

5. Used SharePoint extensively

Soft skills

1. Willing learn.

2. Customer centic focus

3. Strong Verbal Communication skills

Nice-To-Have Skills:

Previous experience in financial/banking industry.

Customer Service Experience

Education:

Post Secondary

Best vs. Average Candidate

The best candidate would be a quick-learner who has the CRM experience and experience working in a financial industry.