Bilingual Private Client Group Services E-learning & Documentation Specialist
Top Benefits
About the role
- 2600224
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Bilingual Private Client Group Services E-learning & Documentation Specialist
Must be Bilingual in both English / French **
How does the role impact the organization?
Raymond James Ltd. is seeking a bilingual (English and French) Documentation & eLearning Specialist to work in our Montreal, Toronto or Vancouver office to join the Private Client Group (PCG) team in a hybrid workstyle capacity. Raymond James Ltd is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Under the general direction of the Sr. Manager, Training and Development the specialist will integrate learning curriculum for courses and programs onto various learning platforms including e-learning, virtual learning, and web applications using multiple authoring and multimedia tools within the Canadian operations of Raymond James Ltd.
WHO SHOULD APPLY? The successful candidate:
- Is a self-starter;
- Is very comfortable with self-directed learning;
- Is very comfortable in a fast-paced environment;
- Is very comfortable with continuous change;
- Is not only passionate, but obsessive about attention to detail;
- Has solid experience working with and responding to a variety of communication styles;
- Has their own system in place to effectively manage daily tasks and assigned projects;
- Actively seeks out opportunities to be creative and improve on standard processes (i.e. not an order-taker);
- Is excited about and can demonstrate how they complete tasks related to all aspects of the training cycle (i.e. needs analysis, design, development, delivery, evaluation, return on investment);
- Is curious, interested in finding better ways to do things and a problem-solver.
What will your role be responsible for?
- Develop comprehensive documentation that meets organizational standards;
- Develop training material both written and video for end-users;
- Ability to develop process steps and scripts for video content creation, including periodic maintenance for policy/process changes;
- Write user-friendly content that meets the needs of the target audience, turning insights language that sets our users up for success;
- Evaluate current content and develop innovative approaches for improvement;
- Research, outline, write, and edit new and existing content, working closely with various departments to understand project requirements;
- Independently gather information from subject matter experts to develop, organize, and write procedure manuals, technical specifications, and process documentation;
- Work with development and support leads to identify all documentation repositories, revise and edit, and determine the best solution for data compilation and centralized storage;
- Develop content in alternative media forms for maximum usability, with a consistent and cohesive voice across all documentation;
- Identifying knowledge gaps and updating support materials;
- Experience testing technical and business processes;
- Collaborate with subject matter experts who provide the knowledge transfer to ensure appropriate course content and learner application;
- Develop brand standards and maintain continuity of style of content;
- Analyzing metrics to determine whether there is a learning need and define performance objectives; and
- Ability to work effectively and collegially with multiple teams.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you?
To qualify for this opportunity you possess:
Educational Requirements:
- Bachelor's degree (or equivalent formal training) in instructional design, education, and/or a related training field.
Required Experience:
- 1-2 years’ industry related experience in the Investment Brokerage or Financial Services industry as a technical writer. With a portfolio to share;
- E-learning design/development and experience with e-learning tools (ex. Rise, Articulate 360, Camtasia, Vyond, storyboarding applications, Zoom, Survey Monkey);
- Familiarity with Learning Management Systems (LMS);
- Experience developing online courses;
- Bilingual in English and French with experience supporting both languages;
- Ability to communicate in writing in a succinct and organized manner; producing written materials, taking into account proper audience, content, format, and grammar;
- Experience creating scripts for webinar recordings and e-Learning narration;
- Intermediate level design skills that focus on reproducibility and Adult Learning Principles;
- Proven ability to quickly learn and understand complex topics;
- Previous experience writing documentation and procedural materials for multiple audiences;
- Superior written and verbal communication skills, with a keen eye for detail;
- Experience working with project management teams to improve user experience;
- Proven ability to handle multiple projects simultaneously, with an eye for prioritization;
- Excellent proficiency with MS Office Suite;
- Excellent collaboration abilities (flexible and willing to assist others as required);
- Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion;
- The ability to work in a dynamic team environment and demonstrate a professional and friendly manner;
ATTRIBUTES
- Ability to work independently;
- Ability to quickly breakdown complex procedures;
- Strong presentation and writing skills;
- Advanced skills with a video editing tool; e.g. Captivate/Camtasia/Vyond;
- Knowledge of Articulate Storyline, Rise 360, Vyond, Camtasia;
- Excellent proficiency with Microsoft 365 and SharePoint online;
- Knowledge of a Learning Management System; and
- Quick learner, dependable, professional, creative and innovative.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range:$60,000-70,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
JobTraining and Development
Primary LocationCA-ON-Toronto-Toronto
Other LocationsCA-BC-Vancouver-Vancouver, CA-QC-Montreal-Montréal
OrganizationPCG Admin
ScheduleFull-time
StatusPermanent Full-Time
Not the right fit? Search for Bilingual Private Client Group Services E jobs in Toronto, ON
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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Bilingual Private Client Group Services E-learning & Documentation Specialist
Top Benefits
About the role
- 2600224
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Bilingual Private Client Group Services E-learning & Documentation Specialist
Must be Bilingual in both English / French **
How does the role impact the organization?
Raymond James Ltd. is seeking a bilingual (English and French) Documentation & eLearning Specialist to work in our Montreal, Toronto or Vancouver office to join the Private Client Group (PCG) team in a hybrid workstyle capacity. Raymond James Ltd is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Under the general direction of the Sr. Manager, Training and Development the specialist will integrate learning curriculum for courses and programs onto various learning platforms including e-learning, virtual learning, and web applications using multiple authoring and multimedia tools within the Canadian operations of Raymond James Ltd.
WHO SHOULD APPLY? The successful candidate:
- Is a self-starter;
- Is very comfortable with self-directed learning;
- Is very comfortable in a fast-paced environment;
- Is very comfortable with continuous change;
- Is not only passionate, but obsessive about attention to detail;
- Has solid experience working with and responding to a variety of communication styles;
- Has their own system in place to effectively manage daily tasks and assigned projects;
- Actively seeks out opportunities to be creative and improve on standard processes (i.e. not an order-taker);
- Is excited about and can demonstrate how they complete tasks related to all aspects of the training cycle (i.e. needs analysis, design, development, delivery, evaluation, return on investment);
- Is curious, interested in finding better ways to do things and a problem-solver.
What will your role be responsible for?
- Develop comprehensive documentation that meets organizational standards;
- Develop training material both written and video for end-users;
- Ability to develop process steps and scripts for video content creation, including periodic maintenance for policy/process changes;
- Write user-friendly content that meets the needs of the target audience, turning insights language that sets our users up for success;
- Evaluate current content and develop innovative approaches for improvement;
- Research, outline, write, and edit new and existing content, working closely with various departments to understand project requirements;
- Independently gather information from subject matter experts to develop, organize, and write procedure manuals, technical specifications, and process documentation;
- Work with development and support leads to identify all documentation repositories, revise and edit, and determine the best solution for data compilation and centralized storage;
- Develop content in alternative media forms for maximum usability, with a consistent and cohesive voice across all documentation;
- Identifying knowledge gaps and updating support materials;
- Experience testing technical and business processes;
- Collaborate with subject matter experts who provide the knowledge transfer to ensure appropriate course content and learner application;
- Develop brand standards and maintain continuity of style of content;
- Analyzing metrics to determine whether there is a learning need and define performance objectives; and
- Ability to work effectively and collegially with multiple teams.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you?
To qualify for this opportunity you possess:
Educational Requirements:
- Bachelor's degree (or equivalent formal training) in instructional design, education, and/or a related training field.
Required Experience:
- 1-2 years’ industry related experience in the Investment Brokerage or Financial Services industry as a technical writer. With a portfolio to share;
- E-learning design/development and experience with e-learning tools (ex. Rise, Articulate 360, Camtasia, Vyond, storyboarding applications, Zoom, Survey Monkey);
- Familiarity with Learning Management Systems (LMS);
- Experience developing online courses;
- Bilingual in English and French with experience supporting both languages;
- Ability to communicate in writing in a succinct and organized manner; producing written materials, taking into account proper audience, content, format, and grammar;
- Experience creating scripts for webinar recordings and e-Learning narration;
- Intermediate level design skills that focus on reproducibility and Adult Learning Principles;
- Proven ability to quickly learn and understand complex topics;
- Previous experience writing documentation and procedural materials for multiple audiences;
- Superior written and verbal communication skills, with a keen eye for detail;
- Experience working with project management teams to improve user experience;
- Proven ability to handle multiple projects simultaneously, with an eye for prioritization;
- Excellent proficiency with MS Office Suite;
- Excellent collaboration abilities (flexible and willing to assist others as required);
- Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion;
- The ability to work in a dynamic team environment and demonstrate a professional and friendly manner;
ATTRIBUTES
- Ability to work independently;
- Ability to quickly breakdown complex procedures;
- Strong presentation and writing skills;
- Advanced skills with a video editing tool; e.g. Captivate/Camtasia/Vyond;
- Knowledge of Articulate Storyline, Rise 360, Vyond, Camtasia;
- Excellent proficiency with Microsoft 365 and SharePoint online;
- Knowledge of a Learning Management System; and
- Quick learner, dependable, professional, creative and innovative.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range:$60,000-70,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
JobTraining and Development
Primary LocationCA-ON-Toronto-Toronto
Other LocationsCA-BC-Vancouver-Vancouver, CA-QC-Montreal-Montréal
OrganizationPCG Admin
ScheduleFull-time
StatusPermanent Full-Time
Not the right fit? Search for Bilingual Private Client Group Services E jobs in Toronto, ON
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.