Janice Metcalf
Oakville,ON
Summary
Innovative Director of Education known for productivity and efficient task completion. Specialize in curriculum design, educational technology integration, and staff development to foster learning environments. Excel in leadership, communication, and strategic planning, ensuring seamless operations and program excellence.
Overview
14
14
years of professional experience
Work History
Director of Education and Examinations
CIRO Financial Advisor compliance and certifications
02.2021 - 05.2024
- Meet regulatory standards of knowledge conduct and skills for licensing financial advisors in Canada
- Upheld the responsibility under provincial and Canadaian securities law
- Identified risk and protected integrity of the licensing examinations
- Contribute expertise modernizing LMS system
- Advised on policies regarding instruction materials selection, classroom management techniques, extracurricular activities.
- Collaborated with other departments to develop curriculum that meets state standards.
- Negotiated contracts with vendors providing services related to educational programs.
- Led staff through compliance changes in the securities industry
- Introduced business model to increase revenue
Director: Professional Education
Victoria Camosun College BC
Victoria, BC
02.2017 - 10.2019
- Indiginize curriculum and delivered to BC Govt
- Led the reorganization of Faculty and operations
- Led successful LMS implementation
- generated $300000 direct to college funding
- Operationalized student calendar to digital
- Reduced operational cost by $40000
- New marketing approach based on historical data
- First student survey done for the department
- Oversaw the creation of course materials including syllabi, handouts and assessments.
- Mentored staff members on best practices in instructional design and delivery methods.
- Collaborated with senior leadership to set long-term objectives for the company.
- Recruited, trained, supervised, evaluated and mentored staff members.
Program Manager: Investing Finance and Accounting
Sheridan College: Faculty of Continuing Studies
Oakville, ON
09.2013 - 12.2017
- Developed approved board Certificate Accounting to educate post secondary mid level and junior accountantdosplaces by the 2014 amalgamation of CA into CPA
- Delivered quality competency based certificate
- Identified areas of improvement in existing processes, procedures and systems related to the program delivery cycle.
- Generated revenue for one third of the programs for continuing professional education
- Applied functional skills and critical thinking with an ERP system and use case scenarios NetSuite
- Program generated over $50000 inaugural year
- Identified funding opportunities for course development including $200k from the college
- Simplified operations and trimmed costs for unnecessary set up
Director of Curriculum and Exams
Canadian Securities Institute
04.2010 - 08.2014
Professional Adult Education
self
Toronto, Ontario
04.2011 - 08.2012
- Canadian Secirities Institute: wrote an annual provincial licensing test for Alberta C Unions
- Developed an audit for credit and lending for Canada’s national banks
- Competency evaluation exam for advisor and financial planning related personal and small business commercial lending
- Created and introduced partnership with Canon to build the CSI financial advisor toolkit still sold today
- Launch of Mutual funds basic knowledge for Crefit Union Alberta financial advisors- annual
- KPMG Business School: developed career pathways and created the business model for new alumni professional development portal-
- New revenue to the firm- still used today
- Analysis of Accounting professionals’ time and opportunity for module based quick learning solutions
- ICICI: private schedule II bank - following government legislation set the operational compliance and training frameworks
- Initiated 24 hr customer service line w India
Education
Ph.D. - EdD Higher Education Leadership
Western University
London, ON10-2025
Master of Arts - Education Leadership
Western University
London, ON09-2017
Bachelor of Arts - International History
Western University
London, ONSkills
- Employee development
- Budget analysis and planning
- Creative thinking
- Problem Solving
- Knowledge of government policy
- Education system improvements
- Challenge norms
- Process improvement
- Ideator new product
- Revenue models
- Curriculum Development
- Educational leadership
- Instructional technology
- Distance Learning
- Academic Standards Management
- Policies and Procedures Enforcement
Timeline
Director of Education and Examinations
CIRO Financial Advisor compliance and certifications
02.2021 - 05.2024
Director: Professional Education
Victoria Camosun College BC
02.2017 - 10.2019
Program Manager: Investing Finance and Accounting
Sheridan College: Faculty of Continuing Studies
09.2013 - 12.2017
Professional Adult Education
self
04.2011 - 08.2012
Director of Curriculum and Exams
Canadian Securities Institute
04.2010 - 08.2014
Ph.D. - EdD Higher Education Leadership
Western University
Master of Arts - Education Leadership
Western University
Bachelor of Arts - International History
Western University
Similar Profiles
Nokukhanya NtuliNokukhanya Ntuli
Senior Specialist Ombudsman at Compliance Advisor Ombudsman - World Bank GroupSenior Specialist Ombudsman at Compliance Advisor Ombudsman - World Bank Group
John StoddardJohn Stoddard
Salesperson at Financial Advisor on CallSalesperson at Financial Advisor on Call
Luis Alberto Elias JrLuis Alberto Elias Jr
Financial Advisor NFSA2 at National Financial Solutions AdvisorFinancial Advisor NFSA2 at National Financial Solutions Advisor