Create course content for the IFC mutual funds course curriculum, including presentation slides, practice questions and other learning tools to assist students in the assimilation of the material.
Develop study aids for the Branch Manager course with a focus on improving exam performance.
Liaise with course content provider CSI to maintain current, accurate, and compliant course materials.
Update and maintain the PFSL New Registrant Training Guide to ensure accuracy, clarity, and alignment with compliance requirements.
Instruction & Training
Teach the IFC mutual funds course through in-person or virtual formats as needed.
Recruit and retain instructors to expand instructional capacity.
Develop and provide initial and ongoing instructor training, coaching/mentorship, and ensuring consistent, high-quality delivery.
Program Scheduling & Coordination
Plan and manage the full course schedule, including instructor assignments, classroom locations, and webinar logistics.
Ensure course availability aligns with student demand and regional requirements.
Oversee readiness of classroom and virtual environments to support an effective learning experience.
Partner with Licensing Consultants and Regional Vice Presidents to support students within their sales organizations and address licensing or education concerns.
Student Administration & Support
Manage all administrative aspects of the student experience, including registration, enrollment, troubleshooting, and course progression.
Handle student inquiries, special requests, refund requests, and exceptions in accordance with established policies.
Maintain accurate student records, tracking, and reporting.
Continuous Improvement & Reporting
Monitor success rates and other available exam metrics for the IFC and BCO Exams, identify trends and gaps, and provide targeted support or resources to improve outcomes.
Evaluate program effectiveness using student feedback, exam results, instructor evaluations, and operational metrics.
Implement improvements to curriculum, instruction, administrative processes, and student support.
Provide regular reporting and insights regarding program performance.
Drive the growth and promotion of mutual funds licensing by developing and enhancing training materials for Regional Vice Presidents (RVPs).
Collaborate cross‑functionally with internal departments to identify mutual funds sales force growth opportunities, highlight best practices, recommend solutions, and support Head Office events and promotions as needed.
CIRO Mutual Funds Continuing Education
Assist the AVP, PFSL Licensing in the development and maintenance of administrative processes to comply with the mandatory CIRO Mutual Funds Continuing Education requirements
Requirements
IFC certification or equivalent financial services credential (required).
Additional industry or securities licensing is an asset.
Post-secondary education or equivalent administrative or program management experience within an educational or licensing environment.
Background in adult education, instructional design, or classroom facilitation is an asset
Experience hiring, training, or managing instructors or teams is an asset
Strong knowledge of mutual fund regulations and financial services fundamentals.
Excellent presentation, facilitation, and communication skills in English; French is an asset.
Highly organized with strong attention to detail and administrative capabilities.
Ability to manage multiple stakeholders, including instructors, students, and field leadership.
Comfortable with LMS platforms, webinar tools, and registration or database systems.
Ability to deliver in-person or virtual training as needed, including during evenings and weekends.
Occasional travel may be required to support regional training needs.
Strong problem‑solving abilities and sound judgment.
Additional Information
About this Position
The Mutual Funds Education Program Coordinator oversees the complete lifecycle of the Investment Funds in Canada (IFC) mutual funds course and related education programs. This includes instruction and instructor management, curriculum design, student administration. The role also maintains key PFSL training resources, monitors mutual funds (IFC) and branch manager (BCO) exam performance, and provides support to Regional Vice Presidents (RVPs) and their sales organizations.
This posting reflects an existing vacancy within the organization.
Salary range: $55,000 - $70,000
Responsibilities and Qualifications
Primerica · Mississauga, On, Canada