Private Client Group Services Bilingual documentation

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve 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.

How does the role impact the organization?

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.

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 in instructional design, education, or a related field.

Required Experience:

• 1-2 years’ industry related experience in the Investment Brokerage or Financial Services industry as an effective technical writer. With a portfolio to share;
• 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; 
• 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;
• Experience in facilitation/presenting and with webinar tools;
• Excellent proficiency with MS Office Suite;
• Ability to manage shifting priorities;
• 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;
• Post-secondary education.

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;
• 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

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.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca