Regional TechnologyTraining Specialist

Technology Training & EnablementOptimize your use of technology

INFORMATION SERVICES

Who we are• Technology Training & Enablement (TTE) is part of the Information Services (I.S.) division. We support London Life and Canada Life, and their distribution channels. We’re here to help make technology work for you.

What we do• Our objective is to help maximize your performance and drive down the cost of support through technology training. We’ll analyze your training needs through gap, risk and cost analysis.

• Our Regional Technology Training Specialists (RTTSs) deliver comprehensive training and support to field staff on the use of new and existing corporate and I.S. technology.

Regional Technology Training Specialists

• RTTSs are located across Canada. They support a variety of business partners, including Freedom 55 Financial field management and their financial security advisors and operations teams.

• They also work with product specialists; Wealth & Estate Planning Group advisors, their support staff and our other corporate partners.

• RTTSs are in most major financial centres weekly and provide both group and one-on-one training using adult learning practices and principals.

Our areas of expertise• Training analysis and planning:• Meeting with management to identify training gaps and

goals• Tracking (topics, time spent, attendance) and reporting

on training to management• Business, I.S. processes and technology consulting:• How to utilize technology and support to better run your

business• Seamless integration of technology into your office

environment• Using technology to optimize your business processes

Training• Introduction to hardware and software on supported technology• Printers• Outlook/E-mail• Customer Relationship Management tools• Client Portfolio• Electronic applications• Connecting to the network remotely• Internet navigation• Advisor site (advisor access tool)• invest@Quadrus ™ • File management (backup of data, etc.)• Virus protection• Security and data encryption• New technology rollouts• Laptop maintenance