Posted 11 days ago
Senior Manager, Financial Literacy Program Design & Delivery
@ Ontario Medical Association
Toronto, Ontario
SIGNALS
Overview
The Ontario Medical Association is hiring a Senior Manager to lead design, development and delivery of a financial literacy program for its physician members. The role covers curriculum, pilot roadmap, partner management and program evaluation, and does not include personalized financial advice. The position is full-time, hybrid with a minimum number of days in the Toronto office, and offers a salary range of $92,835 to $98,640 plus pension and bonus.
Responsibilities:
- Lead end-to-end design of member financial literacy curriculum
- Manage program roadmap, pilot delivery and milestones
- Select and oversee external education partners and content
- Deliver sessions and webinars as a trusted educator
- Establish success measures and evaluate learning outcomes
Requirements summary:
- Seven plus years of progressive financial services or education experience
- Certificate in adult learning and financial product education required
- CFP or LLQP designation an asset
- Client-facing experience explaining financial concepts
- Experience designing adult or professional education programs
- Excellent written and verbal communication skills
Tools & skills
Financial capabilityDecision makingAdult educationRegulatory complianceResearchOnboardingCollaborationProcurementSalesFinancial productsLLQPSecuritiesCommunication skillsHealth care system
Benefits mentioned
Retirement planWellness
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-10-27
- First seen by our source
- 2026-10-28
- Source record updated
- 2026-10-28
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Education |
| Experience | 7+ years |
| Hours per week | 40 (estimated) |
| Schedule | evening |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, LLQP, Canadian Securities Institute certification |
| Background checks | criminal record, references |
| Encouraged to apply | Racialized people, Women, Indigenous peoples, People with disabilities, 2SLGBTQ+ |
| Education | Bachelor’s degree (preferred), Master’s degree (preferred) |
| Fields of study | Finance, Business, Education |
| Perks mentioned | Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Ontario Medical Association
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The OMA represents the political, clinical and economic interests of the province's medical profession.
Full company description
The Ontario Medical Association (OMA) represents more than 43,000 physicians and medical students across the province. Ontario’s doctors work closely with patients to encourage healthy living practices and illness prevention. In addition to delivering front-line services to patients, Ontario’s doctors play a significant role in helping shape health-care policy, as well as implementing initiatives that strengthen and enhance Ontario’s health care system. The Ontario Medical Association (OMA) represents the political, clinical and economic interests of the province's medical profession. Founded in 1880 as a voluntary association of the province's physicians, the OMA has from its beginning played a vital role in the development and promotion of health-care services across Ontario.
- LinkedIn followers
- 46,007
- People associated on LinkedIn
- 516
- Reported office locations
- 150 Bloor Street West, Toronto, Ontario M5S 3C1, CA
- Business categories
- Health Care
- Communities
- Professional Networking
- Medical
- Other recorded names
- Ontario Medical Association
- Specialties
- health policy
- practice management
- Legal Services
- Strategy and Governance
- Economics
- Research
- Analytics
- Information Management
- Insurance
- Hospital Services
- Laboratory Proficiency Testing
- Medical Services
- Physician Health
- Public Affairs
- and Communications
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
The Ontario Medical Association (OMA) represents more than 43,000 physicians and medical students across the province. Ontario’s doctors work closely with patients to encourage healthy living practices and illness prevention. In addition to delivering front-line services to patients, Ontario’s doctors play a significant role in helping shape health-care policy, as well as implementing initiatives that strengthen…
| Field | Value |
|---|---|
| Industry | Non-profit Organization Management |
| Company size | 201-500 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Nonprofit |
| Year founded | 1880 |
| Specialties | health policypractice managementLegal ServicesStrategy and GovernanceEconomicsResearchAnalyticsInformation ManagementInsuranceHospital Services |
| Open jobs on Jobsy | 14 |
| View page |
Job description
Are you looking to join one of Greater Toronto’s Top 2026 Employers?
The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.
Job summary
The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role translates strategy into an actionable program roadmap, including pilot implementation, evaluation and recommendations for sustainable scaling.
This role works closely with internal cross-functional stakeholders, external education partners and members to develop and deliver high-quality, objective, practical, and accessible financial education through multiple formats, including live sessions, workshops, webinars, on demand content.
The role requires deep subject matter expertise in financial topics, strong instructional and facilitation skills, and direct client facing experience. The incumbent will support member questions, facilitate learning, and ensure programming meets professional, ethical, and regulatory standards.
The role is focused on the objective of providing financial education and does not include the delivery of personalized financial advice or recommendations. It is integral to building member trust, enhancing financial knowledge and decision-making capability, and fostering sustained confidence in managing financial matters over the long term.
How you will make a difference
The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.
What do we have to offer you?
Facebook | Twitter | Instagram | YouTube | LinkedIn
We're excited to share this opportunity, which is for newly created position on our team. Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.
The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.
The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.
Job summary
The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role translates strategy into an actionable program roadmap, including pilot implementation, evaluation and recommendations for sustainable scaling.
This role works closely with internal cross-functional stakeholders, external education partners and members to develop and deliver high-quality, objective, practical, and accessible financial education through multiple formats, including live sessions, workshops, webinars, on demand content.
The role requires deep subject matter expertise in financial topics, strong instructional and facilitation skills, and direct client facing experience. The incumbent will support member questions, facilitate learning, and ensure programming meets professional, ethical, and regulatory standards.
The role is focused on the objective of providing financial education and does not include the delivery of personalized financial advice or recommendations. It is integral to building member trust, enhancing financial knowledge and decision-making capability, and fostering sustained confidence in managing financial matters over the long term.
How you will make a difference
- Leading the end‑to‑end design of financial literacy curriculum for members, across career stages and spanning foundational to advanced topics
- Leading the program roadmap and pilot delivery, including scope, milestones, resources, risks and cross-functional accountabilities
- Ensuring curriculum aligns with adult learning principles, professional standards, and clear boundaries between education and personalized advice
- Ensuring financial literacy education is delivered through multiple formats (e.g., sessions, workshops and webinars). Defining learning objectives, quality standards, and establishing frameworks and policies to support scalable, compliant education delivery
- Serving as a credible, trusted educator during sessions—answering general questions, clarifying concepts, and supporting learner engagement while maintaining regulatory compliance.
- Continuously assessing and refining delivery approaches to maximize learner impact and accessibility
- Using member research, physician reference-group input and program data to validate priorities and tailor learning pathways across career stages
- Working closely with subject-matter experts, content contributors and internal stakeholders to co-develop education materials, maintain appropriate disclosures, boundaries, and oversight.
- Acting as an informed internal counterpart—able to challenge, refine, and contextualize partner‑provided content for member relevance
- Defining partner requirements and oversee selection, onboarding, deliverables, quality and performance in collaboration with Procurement, Legal and other stakeholders
- Supporting member confidence and capability by creating safe, trusted learning environments for sensitive financial topics
- Incorporating feedback to continuously improve content relevance and learning outcomes.
- Establishing success measures and evaluate participation, engagement, learning outcomes, member confidence and overall member value; use findings to improve the program and inform scaling
- Ensuring all programming aligns with applicable regulatory, licensing, and professional standards
- Maintaining content-review, disclosure and conflict-of-interest safeguards that clearly separate education from personalized advice, product promotion and sales
- Post‑secondary education in finance, business, education, or a related discipline preferred. MBA or BBA - major in business and finance as an asset
- Certificate in Adult learning, educational facilitation on financial products and services is required
- Past Certified Financial Planner (CFP®) designation and/or experience will be an asset
- Past LLQP (Life License Qualification Program) and/or experience will be an asset
- Certificates from reputable institutions such as the Canadian Securities Institute, Oliver’s Learning and other College of University level financial product and services certification
- Seven plus years of progressive experience in financial services, financial education, member or client programs, or related fields, including accountability for complex initiatives from design through implementation and evaluation.
- Demonstrated client facing experience explaining financial concepts to individuals or groups. Build trust and credibility with through expert, unbiased education
- Demonstrated ability to lead cross-functional initiatives in a matrixed environment and influence without direct authority.
- Experience designing or delivering educational programs for adult or professional audiences
- Experience selecting and managing external education partners, subject-matter experts or content providers, including oversight of deliverables, quality, timelines and performance.
- Experience establishing program measures and using member or client data and feedback to improve outcomes.
- Excellent written and verbal communication skills
The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.
What do we have to offer you?
- A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
- A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
- An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
- A commitment to growth and development through paid professional development and continuous in-house learning
- A friendly and flexible hybrid work environment
- Competitive total rewards package including a hiring salary range of $92,835 - $98,640 plus pension plan and a bonus program
- Exceptional group benefits package, including a spending account and a robust wellness program
- An organization that has been recognized as a Greater Toronto’s Top Employers for six consecutive years.
Facebook | Twitter | Instagram | YouTube | LinkedIn
We're excited to share this opportunity, which is for newly created position on our team. Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.
The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.
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