Private Client Group Services Bilingual

2 months ago


Toronto, Canada Raymond James Financial, Inc. Full time

**Private Client Group Services Bilingual documentation & Elearning Specialist**
- 2401069
- 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.

**_ Private Client Group Services Bilingual documentation & Elearning Specialist_**

**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.
- 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;
- 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;
- 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;
- 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;
- 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



  • Toronto, Canada CC&L Private Capital Full time

    Position: Private Client Intern Location: Toronto, Ontario Job Id: 1529 # of Openings: 4 Private Client Intern Fall Term (September – December 2024) Connor, Clark & Lunn Private Capital Ltd. Toronto, ON The Position CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based Private Client Services Team for a...


  • Toronto, Canada Raymond James Financial Full time

    **Private Client Group - Summer Internship** - 2300785 **Job Summary** Raymond James Ltd. is seeking a student enrolled in an undergraduate program in Business to work in our **Toronto** **200 King West** Private Client branch as a summer intern. **Essential Duties and Responsibilities** The summer intern will be exposed to various products and roles...


  • Toronto, Canada HSBC Full time

    -Job description Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Private Client Intern

    2 weeks ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Intern** **Fall Term (September - December 2024)** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from September 2024 to December 2024. **What do we offer a...


  • 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

    2 months ago


    Toronto, Canada Raymond James Financial Full time

    **Private Client Group - Summer Intern** - 2301867 - 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...


  • Toronto, Canada HUB International Full time

    About The Role HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to...

  • Account Executive

    1 week ago


    Toronto, Canada HUB International Full time

    About The Role HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a...


  • Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The Credit Solutions Group is focused on helping to create and implement complex structured financial solutions providing superior risk adjusted after-tax rewards for Ultra High Net Worth and High Net Worth individuals, families, and...


  • Toronto, ON, Canada Raymond James Financial Full time

    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...


  • Greater Toronto Area, Canada CWB Group Full time

    The Client Services Advisor is responsible for the efficient and professional operation of client activities; including procedure logging, supporting registration, and the association. It is important that the Client Services Advisor is able to work with mínimal supervision, and (s) he has the ability to display initiative and should possess high-level...


  • Toronto, Canada HUB International Full time

    The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Asset-Mix Intern** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **About Connor, Clark & Lunn Financial Group** Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business...


  • Toronto, Canada Raymond James Financial Full time

    **Private Client Group Summer Intern** - 2300550 **Job Summary** The summer intern will be exposed to various products and roles available within Wealth Management and will have the opportunity to gain insight into the branch specifically as well as to add value through their unique perspective and strong academic background. The role’s primary...


  • Toronto, Canada Raymond James Financial Full time

    **Private Client Group Summer Intern** - 2301041 **Job Summary** The summer intern will be exposed to various products and roles available within Wealth Management and will have the opportunity to gain insight into the branch specifically as well as to add value through their unique perspective and strong academic background. The role’s primary...