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Rfi 25.30- Wealth Advisory Training Services

CanadaTenders notice for Rfi 25.30- Wealth Advisory Training Services. The reference ID of the tender is 115571071 and it is closing on 27 Mar 2025.

Tender Details

  • Country: Canada
  • Summary: Rfi 25.30- Wealth Advisory Training Services
  • CAT Ref No: 115571071
  • Deadline: 27 Mar 2025
  • Financier: Self Financed
  • Purchaser Ownership: Government
  • Tender Value: Refer Document
  • Notice Type: Tender
  • Document Ref. No.: AB-2025-01683
  • Purchaser's Detail:
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  • Description:
  • We are seeking information on programs that can support the ongoing development of our client facing team members in Wealth and Business. We are particularly interested in programs that can help our team members develop the skills and knowledge they need to provide exceptional client service. Ideally, this would scaffold off of, and be integrated into previous learnings to foster a seamless learning experience for our team members. Our intention is to roll out this training program to 400-900 team members as a β€˜next step- in our collective learning towards differentiating ourselves in the market based on our ability to provide best-in-class advice to clients. Given our team member-s geography is spread across the province, we have a strong preference for online delivery of learning programs. We are looking for a vendor that can help us to meaningfully improve client experience and drive business impacts by taking on the development and supporting the delivery of such a program over a similar 12-18 month period. Where online asynchronous materials are developed or leveraged, we would expect that those materials would be uploaded into ATB-s Learning Management System (Absorb). Long term sustainment is also a prime consideration for ATB, subsequently ownership of materials and intellectual property of developed materials and the possibility of a Train the Trainer approach are important long term considerations for ATB as part of this RFI.
  • Documents:

 Tender Notice

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Rfi 25.30- Wealth Advisory Training Services - Canada Tender

The ATB FINANCIAL, a Government sector organization in Canada, has announced a new tender for Rfi 25.30- Wealth Advisory Training Services. This tender is published on CanadaTenders under CAT Ref No: 115571071 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-03-27.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.

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