Private Client Group Services Bilingual documentation

4 weeks ago


Toronto ON, Canada Raymond James Financial Full time

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.
Raymond James Ltd. is seeking a bilingual (English and French) Documentation & eLearning Specialist to work in our downtown Toronto 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 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.
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);
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; Upon eligibility, Raymond James Ltd offers  flexible workstyles,  a competitive compensation and benefits package. We also support internal promotion and community involvement.
Bachelor's degree in instructional design, education, or a related field.

1-2 years’ industry related experience in the Investment Brokerage or Financial Services industry as an effective technical writer. Advanced in e-learning design/development and experience with e-learning tools (ex. Rise, Articulate 360, Camtasia, storyboarding applications, Zoom, Survey Monkey);
Familiarity with Learning Management Systems (LMS);
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;
Advanced level design skills that focus on Reproducibility and Adult Learning Principles;
Previous experience writing documentation and procedural materials for multiple audiences;
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;
Ability to manage shifting priorities;
Excellent collaboration abilities (flexible and willing to assist others as required);
Strong presentation and writing skills;
Advanced skills with a video editing tool; Excellent proficiency with Microsoft 365 and SharePoint online;
Knowledge of a Learning Management System; Quick learner, dependable, professional, creative and innovative.
When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.
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