Thriving in Financial Services Workshop
Essential Skills for Young Finance Professionals to Thrive at Work
Today’s young finance professionals are looking for purpose, growth, and the skills to succeed. However, while they have tremendous potential, many enter the workforce without the skills needed to navigate the fast pace and demands of careers in financial services.
Technical skills alone aren’t enough to support and engage today's new hires.
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Many of today’s new financial services professionals struggle with workplace expectations, professional communication, and adapting to the pressures of the industry.
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As a result, managers often find themselves spending extra time coaching on:
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Accountability and initiative: Many new hires hesitate to take ownership, waiting for direction instead of anticipating next steps.
Resilience and adaptability: High expectations, fast-paced environments, and constructive feedback can feel overwhelming, leading to stress, second-guessing, or disengagement.
Navigating workplace norms: Understanding professional expectations, team dynamics, and how to balance flexibility with maintaining boundaries doesn’t always come naturally.
Without these foundational skills, new hires take longer to ramp up, depend more on their managers for guidance, and struggle to contribute at the level expected, which impacts both individual and team performance.
The Thriving in Financial Services workshop bridges that gap, providing finance employee development training that equips new hires with the right mindsets and essential skills to integrate seamlessly, contribute confidently, and build momentum in their finance careers.
Topics covered
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Through interactive discussions and practical exercises, participants will learn how to:
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Find meaning in their work.
Meaning is everything for today's young finance professionals. Without helping them understand why, it is difficult to build their engagement, motivation, or ownership of their work. In this highly customizable segment, I will work with you to incorporate not only your organization's vision, mission, values, and goals, but also why participants' specific roles and tasks are important and how they tie into the bigger picture and to participants' own personal values.
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Take ownership of their role and success.
Today's young finance professionals can struggle with ambiguity and undefined tasks, which can be particularly challenging in banking, accounting, or insurance. In this segment, which can also be customized, participants will learn how to move forward in spite of vagueness or self-doubt and discover the joy that can come with taking initiative, solving problems, and owning their work. ​
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Embrace learning and build resilience.
Today's new hires typically haven't had many opportunities to make and recover from mistakes, meaning they've had fewer chances to build critical skills like problem-solving and resilience. This also often makes them highly sensitive to feedback in the workplace. In this segment, participants will learn how to shift their mindset around mistakes and feedback, seeing them not as threats, but as tools for growth. They will develop strategies to process constructive criticism, take ownership of their development, and build confidence in their ability to adapt, improve, and bounce back from mistakes.
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Manage stress.
Today's new hires tend to have a narrow view of and aversion to stress. This can be a challenge in high-pressure industries like banking, accounting, and insurance. In this segment, participants will be introduced to a more balanced perspective on stress (it's not always bad) and will learn how to handle pressure in healthy and productive ways.​
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Meet workplace norms with confidence.
For many new finance professionals, the shift from school to work can be overwhelming. Workplace expectations aren’t always spelled out yet understanding them is key to early success. In this segment, which will be customized to the realities of your workplace, participants will learn how to recognize and adapt to professional environments and how finance workplaces operate. They will also explore how to integrate into teams, collaborate effectively within professional boundaries, and balance flexibility with maintaining their own limits. Understanding unspoken workplace dynamics, observing before acting, and recognizing how small behaviours shape long-term career success will help them navigate their new roles with confidence.
The Thriving in Financial Services workshop 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.
Full-Day Experience with Add-On Options
Delivered as a full-day session, with the option to integrate additional professional skill-building workshops to further support your new hires.
Options to extend the learning
Enhance the impact of the Thriving in Financial Services workshop with additional learning opportunities designed to support new finance hires beyond the workshop:
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Professional Skills Training: Strengthen key competencies by adding professional skills workshops on business relationship-building, communication, resilience, or networking. These targeted sessions provide practical skill development to help new hires navigate the workplace with confidence.
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Private or Small Group Development Sessions: Offer personalized support through one-on-one or small group sessions. These tailored discussions allow participants to reflect on their real-world experiences, receive just-in-time feedback, and refine their approach as they grow into their roles.
By combining the Thriving in Financial Services workshop with these additional learning options, you create a more comprehensive and effective onboarding experience that accelerates development and sets your new hires up for long-term success.
After attending this workshop, new hires will be equipped to step into their roles with confidence, resilience, and a sense of ownership, allowing them to contribute at a higher level, faster.
Investment
The investment for the Thriving in Financial Services workshop varies based on factors such as group size, delivery format, and any additional learning components you choose to include. Whether you're looking for a standalone workshop or a more comprehensive onboarding solution, I’ll work with you to design an approach that fits your needs and goals.
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To discuss pricing and find the right fit for your organization, book a no-obligation chat with me by clicking the button below.​​