Expert in designing and delivering engaging training programs grounded in adult learning principles and tailored to diverse groups. Proven success in enhancing employee performance and growth through strategic initiatives and advanced technologies. Known for Subject Matter Expertise in financial products and internal technical systems. An articulate public speaker with a proven track record in leading onboarding processes and driving impactful learning outcomes. Adept at fostering a culture of continuous learning aligned with organizational goals, while applying DEI principles, and building strong relationships with stakeholders.I have expertise in TrainingI have designed more than 25 training modules that have supported company and employee growth through successful onboarding. I have expertise in building strong relationships with internal and external stakeholders delivering excellent communication. I'm also known for enhanced stakeholder engagement, whereby I have built strong relationships with internal and external stakeholders by delivering excellent communication and service to internal and external stakeholders.I have completed over 28 courses on LinkedIn including the skills of Needs Analysis.I am a proficient trainer with multiple, progressive roles in the financial services industry.My strength as a learning and development professional is in my ability to train new and existing staff on a wide range of financial products and technical systems utilizing adult learning principles. In this regard, my trainees rated my training highly based on their feedback and skill development.I have completed both Become a Instructional Designer and L&D Professional learning paths on LinkedIn Learning, which includes e-learning, employee engagement.As a lifelong learner and process improvement enthusiast, I measure my success in the new skills and awareness acquired by my trainees and their "aha moments". I'm happy to connect, chat, and explore the fascinating world of learning, instructional design, and education!
Financial Services
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Learning And Development SpecialistFinancial Services Sep 2024 - PresentToronto, Ontario, CanadaI am currently seeking a learning and development specialist role.
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Trainer/Operations New Hire Trainer & Segregated Fund AdministratorCi Global Asset Management Nov 2017 - Sep 2020Toronto, CanadaPromoted into a dual role of onboarding and training new employees while managing transactions, records, compliance. - Trained and onboarded 60 new hires for operations team at CI- Designed 25 training modules with a 98% satisfaction rate- Adapted teaching methodologies based on differentiated learning needs and styles by utilizing ongoing soft skill assessment- Restructured training program by implementing live processing based on trainee feedback resulting in a more efficient training program -
Segregated Fund AdministratorCi Global Asset Management Jul 2007 - Sep 2020Toronto, OntarioHired to manage and process transactions, maintain records, and ensure compliance for segregated fund products.- Developed Subject Matter Expertise resulting in a high level of client and advisor satisfaction rating with respect to product knowledge- Processed segregated fund transactions by setting up new accounts, processing purchases, transfers, switches and redemptions- Liaised with Client Administration, Client Services, and Trust accounting departments to resolve day to day issues regarding Segregated Fund processing
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Formal Document CoordinatorJohn Hancock Jun 2005 - Jul 2007Toronto, OntarioHired to manage official documents and train employees to ensure accuracy, consistency, and compliance. -Trained employees in the Philippines on work procedures, ensuring consistency and compliance.-Mentored and supported coworkers in document management best practices, improving accuracy and efficiency.- Responsible for high net worth clients - Tested systems for special projects with IT to develop system upgrades and new functionality - Set up policies via paper and electronic formats utilizing Siebel and VSI software- Investigated and corrected linked documents from the ADM queue -
Property Tax ConsultantDivaris Alexander Jul 1989 - Aug 1999Toronto, Ontario- Provided property tax assessment appeal and consulting services to a wide variety of clients with residential, multi-residential, commercial and industrial properties- Trained admin staff to file property assessment appeals, accurately and on time based on appeal guidelines
William Norval Education Details
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Humanities/Humanistic Studies -
Real Property Administration, Diploma, Honors
Frequently Asked Questions about William Norval
What company does William Norval work for?
William Norval works for Financial Services
What is William Norval's role at the current company?
William Norval's current role is Learning and Development Specialist in Financial Services, Expert in Training and Stakeholder Management.
What schools did William Norval attend?
William Norval attended York University, Seneca College.
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