Jason Durant Email & Phone Number

Toronto, Ontario, Canada

Wealth Management

I have the pleasure of working within Wealth Practice Management leading the High Net Worth Training Delivery team. The team includes our Senior Practice Consultants, Practice Specialists and Program Management. Collectively our focus is to provide thought leadership and tactical training solutions that will drive Advisor growth and embed an industry leading Client Experience.Senior Practice Consultants are subject matter experts who engage with Advisors and Leaders in a practice discovery and solution process session, serving as a consultant who identifies and/or delivers training solutions that harness the full scope our Practice Management, Portfolio Advice Investment Research, Wealth Planning Support and Practice Specialist team. Our focus is to equip Leaders & Advisors with the support to grow through greater efficiency and an optimal industry leading approach to their practice.Practice Specialists focus on the delivery of technology training in conjunction with best practices. We work closely with PWM Advisory teams supporting Croesus, ISM, Thomson One, MS Office and IWPS. They are subject matter experts on Portfolio Management / Portfolio Modeling technology and software including active and passive modeling, portfolio construction, change strategies and implementation and client reporting.

Canada

I have the pleasure of working with the Wealth Practice Management team leading the Technical Training Team, Business Application Specialists and Portfolio Management Specialists. We work closely with our business and technology partners to help champion the vision and provide value-add solutions that help increase efficiency and maximize revenue. We create and deliver innovative learning solutions to develop the skills, knowledge and behaviors of employees in order to support them being successful in their roles.The Technical Training Team is responsible for conducting training needs assessments, recommend appropriate learning activities, documentation of procedures and development of training content in support of technology deliverables within the Wealth Portfolio.The Business Application Specialist Team develops advisor and leader skills in the field to facilitate passionate delivery of each channel's client engagement model. They focus on the delivery/facilitation of technology training in conjunction with best practices. Our team works closely with Pan Wealth Advisory teams supporting Investment Wealth Planning Software, Croesus, ISM, Thomson One, MS Office and Fixed Income technology. The Portfolio Management Specialist Team are subject matter experts on Portfolio Management / Portfolio Modeling technology and software including active and passive modeling, model portfolio construction, portfolio exclusions, model change strategies and implementation, Investment Policy Statement monitoring and client reporting. They provide Wealth Advisory units with personalized software support and technology training focused on the effective and suitable leveraging of Portfolio Management / Portfolio Modelling tools in a discretionary Advisory practice.

Toronto, Canada Area

Wealth Management

Within the Business Analysis and Operational Readiness group I am responsible for analysis of learning needs to transition people, processes and technology from current to future state. I lead a team consisting of Learning Consultants, Instructional Designers and Documentation Specialists who work closely with our business and technology partners to provide value-add training solutions that help increase efficiency and maximize revenue. We are responsible for conducting training needs assessments, recommend appropriate learning activities, documentation of procedures and development of training content in support of technology deliverables within the Wealth Portfolio.

Toronto, Canada Area

As Senior Learning Consultant I'm responsible for providing end to end training solutions, supporting Wealth Management Strategic Initiatives. Develop and deliver L&D solutions, including, needs analysis, project management, creation of training work packages, identifying scope and making recommendations on appropriate learning interventions (e.g. in-house or third party vendor solutions / Elearning vs. Classroom, etc.) When required, I participate in vendor negotiations, negotiation of statements of work, and day to day relationship management, ensuring quality/value balance.

As a Learning Consultant I am responsible for guiding the development and delivery of learning programs. I serve as the training project lead on various projects through the entire life cycle process. It is my responsibility to ensure high quality programs meet the current and future needs of the organization at all levels and fully support TDBFG's guiding principals.To accomplish this I partner with other learning professionals to evaluate e-learning and blended learning solutions that support tools to improve knowledge and role capability.

- Responsible for coaching, training, and the development of 8 Learning Professionals based in Ontario, New Brunswick, and Nova Scotia.- Provide professional guidance, based on diagnosis and needs analysis to provide business partners with an improved ability to accomplish results.- Establish solid relationships with business partners and all levels of management in order to address needs and deliver customer centered solutions.- Implemented Instructional Design and E-learning best practices while developing an online learning portal for employees.

- Act as a performance consultant to the CSC and Claims Management Teams.- Planning, co-ordination, scheduling, and logistics for training sessions and projects.- Managed national on-line learning content, approach, and site development.- Developed training modules to increase performance and support business objectives.

Bfa, Behavioral Sciences

Business Administration, Business/Commerce, General

Training And Development Certificate, Adult And Continuing Education And Teaching