Mutual Fund Training Coordinator

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

Key Responsibilities:

1. Course Design & Development

• 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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

Qualifications

• 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.
• Experience designing and/or delivering financial services training.
• 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.

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.