Change Management Specialist (Nicola Wealth)

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Position Summary

We are seeking an individual to focus on increasing and enabling the adoption of new processes and technologies by applying change management methodology and best practices to change management plans. This role reports to the Senior Manager, Change Management and will support the Change Management pillar of work at Nicola Wealth within the Business Transformation Team.

The location of this role will be a hybrid work schedule based in our Vancouver or Toronto office.

As a Change Management Specialist, your key accountabilities will involve:

• Work closely with the Change Analyst to ensure appropriate training logistics are in place and training attendance is being tracked.
• Administer knowledge checks and surveys to better understand the gaps in training and create plans to close these gaps.
• Proactively manage key stakeholder relationships to support and monitor change adoption.
• Create or support the creation of training plans based on detailed analysis of stakeholders and the impact of the change.
• Performs other related duties, as required.
• Align with the overall change management strategy for given projects by crafting and executing training plans to drive higher levels of engagement, faster adoption, increase utilization and higher proficiency.
• Work closely with the SMEs and the business to conduct comprehensive training needs assessments with key stakeholders.
• Develop course curriculum, training schedule, lesson plans and training artifacts (including job aids, videos, online courses, etc) to fulfill the training needs.
• Develop and execute on the train-the-trainer plan to scale up training for a significant number of end users; train and support trainers across different teams.
• Identify risks, issues and take proactive steps to consult stakeholders to mitigate risks for a smooth training delivery.

As a Change Management Specialist, your experience and qualifications will include:

• Effective oral and written communication skills.
• Experience using tools such as Teams & Zoom to deliver training.
• Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.
• Detail oriented with the ability to maintain the big picture when rolling out training plans.
• Strong experience in instructional design, developing step-by-step job aids, editing training videos, developing e-learning courses using authoring tools.
• A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.
• Ability to apply system thinking in dealing with change resistance.
• Bachelor’s degree in the field of Business, Adult Education, Technical Training, Instructional Design, or other relevant field.
• Financial services experience is an asset.
• Creative problem solver who can prioritize and discern between critical and less important problems.
• Ability to translate technical knowledge into training materials that are easily consumable for end users.
• Must be legally eligible to work in Canada for any employer.
• Prosci certificate and/or other adult learning certification (e.g. PIDP) is considered an asset.
• A minimum of 3 years’ Change Management experience or technical training/learning & development experience.
• Strong Excel, PowerPoint, and SharePoint skills required.
• Experience in delivering training both in the classroom as well as virtually.
• Exceptional interpersonal, influencing and conflict management skills.

Value