Professional Skills
Training
Essential Skills for Financial Services Professionals to Thrive at Work
Technical skills alone are not sufficient to thrive in financial services. Success in the industry also depends on strong communication, problem-solving, adaptability, and the ability to navigate workplace dynamics with confidence. Without these professional skills, even the most technically proficient employees may struggle to collaborate effectively, manage workloads, or advance in their careers.
I offer workshops designed to help finance professionals build essential professional skills. These can be delivered as standalone sessions or combined with my Thriving in Financial Services or Empowering Today's Young Professionals workshops. ​
​
For organizations seeking a deeper investment in employee development, I also offer an intensive professional skills development program, called The Financial Services Skills Accelerator Program. This program equips employees with the key skills they need to thrive in financial services and may be eligible for Canada Job Grant funding.
​
Scroll down for more details.
Professional Skills Development Workshops
My professional skills development sessions can be delivered as half- or full-day workshops or 90-minute interactive presentations. While optimized for early-career professionals, they can be tailored to employees at any career stage.
Crushing It Without Crushing Yourself
Financial services can be demanding, making resilience and stress management key to long-term success. This workshop provides practical techniques to handle pressure, manage workload effectively, and maintain well-being without compromising performance. Participants leave with tools to stay composed, focused, and productive in any situation.
Building Strong Business Relationships
Strong relationships drive career growth and business success. This session helps participants build meaningful connections with colleagues, partners, centres of influence, clients, and prospects. Through practical strategies and an emphasis on empathy, participants develop the skills needed to foster trust and collaboration in a fast-paced finance environment. This workshop can be tailored to focus on relationship-building with clients, relationship-building with colleagues and partners, or both.
Communicating with Confidence
Effective communication is essential for success in financial services. This workshop covers workplace communication expectations, email and meeting etiquette, and the art of making conversation. Participants learn how to convey their ideas clearly, collaborate with different work styles, and navigate professional interactions with confidence.
Networking with Purpose
Networking is not just about exchanging business cards. It’s about building long-term, mutually beneficial connections. This workshop teaches participants how to confidently approach networking opportunities, maintain relationships over time, and leverage their professional network for career advancement in financial services. This workshop can be tailored to focus on networking for career development, networking for business development, or both.
Thriving Through Emotions
Emotions show up at work, whether we acknowledge them or not. In this workshop, participants learn how to recognize and work with their emotions (and the emotions of others) to build resilience, improve communication, and stay grounded under pressure.
Mastering Your Attention
Distractions are everywhere and attention is one of our most valuable assets. This workshop helps participants strengthen their focus, manage competing priorities, and develop habits that support deep, meaningful work in a fast-paced environment.
My professional skills development workshops are designed for lasting impact.
Curated for Finance Organizations
Designed specifically for banks, credit unions, investment firms, accounting firms, and insurance companies.
Customizable for Your Needs
Tailored to align with your organization's unique structure, roles, and challenges.
Flexible Delivery
Options
Offered as half-day sessions with the flexibility to adjust timing to meet your needs.
Want to extend the learning?
Combine Professional Skills Development Workshops to create a deeper learning experience, or pair them with the Thriving in Financial Services or Empowering Today's Young Professionals workshops for a more comprehensive development journey.
Professional Skills Development Workshops Investment
The investment for the various professional skills development workshops varies based on factors such as group size, delivery format, workshop duration, and any additional learning components you choose to include. I will work with you to design an approach that fits your needs and goals.
​
To discuss pricing and find the right fit for your organization, book a no-obligation chat with me by clicking the button below.​​
The Financial Services Skills Accelerator Program
Equip your team with the professional skills they need to excel in today’s fast-paced financial services environment. This comprehensive program provides practical, real-world training to help professionals thrive in high-performance roles while strengthening key competencies across core areas.
​
​This program may be eligible for Canada Job Grant funding, subject to various eligibility criteria and factors.
Delivered over eight interactive 3-hour modules, the Financial Services Skills Accelerator Program covers essential professional skills for success in banking, accounting, investment, and insurance sectors. Each module is designed to build capabilities that drive stronger performance, collaboration, and client relationships.
​
Topics Covered
​
Managing Stress & Building Resilience: Navigate high-pressure environments with composure and focus.
​
Building and Maintaining Business Relationships: Develop authentic, lasting connections with clients and colleagues.
​
Deepening Connections: Strengthen trust and rapport through meaningful interactions.
​
Networking: Approach professional networking with confidence and strategy.
​
Communicating Effectively: Master clear, concise communication for meetings, emails, and presentations.
​
Collaborating: Work effectively with diverse teams and manage competing priorities.
​
Solving Problems: Analyze complex situations and make informed decisions.
​
Giving Feedback: Provide clear, actionable feedback to foster growth and alignment.​​
​
The Financial Services Skills Accelerator Program is designed for lasting impact.
Curated for Finance Organizations
Designed specifically for banks, credit unions, investment firms, accounting firms, and insurance companies.
Customizable for Your Needs
Tailored to align with your organization's unique structure, roles, and challenges.
Flexible Delivery
Options
Offered as half-day sessions with the flexibility to adjust timing to meet your needs.
Canada Job Grant Eligibility
This program may be eligible for Canada Job Grant funding, subject to specific eligibility criteria and requirements.
Financial Services Skills Accelerator Program Investment
The investment for the Financial Services Skills Accelerator program varies based on factors such as group size, delivery format, and any additional learning components you choose to include. I will work with you to design an approach that fits your needs and goals. However, funding for up to 83% of the cost of the program may be available via the Canada Job Grant.
​
To discuss pricing and find the right fit for your organization, book a no-obligation chat with me by clicking the button below.​​