Private Client Group Services Training

_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**

**Training & Development Specialist (Bilingual)**

**How does the role impact the organization?**

Raymond James Ltd. is seeking a bilingual Learning & Development Specialist to join the Private Client Group (PCG) team in a hybrid workstyle capacity in our Toronto or Vancouver office. 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.

The Learning & Development Specialist will enhance the competencies of employees by designing and conducting branch-training programs that will boost employee’s workplace performance in line with company’s core values. You will be responsible for performing training needs assessments, designing, delivering curriculum, learning materials, and managing all phases of branch training. A variety of learning materials will be created by the Associate; from job-aids, e-learnings, microlearnings, newsletter articles, videos, and more. The Associate will also be required to facilitate workshop-style training sessions.

**What will your role be responsible for?**
- Collaborate with PCG teams and RJL Divisions to identify target audience’s training requirements and needs;
- Develop, create and deploy a variety of types of learning materials;
- Write/produce standardized business process user manuals (job aids);
- Assist with layout, editing, and organizing of content as required;
- Evaluate the effectiveness of training by measuring and evaluating feedback from participants;
- Design assessments for verifying learner knowledge and capability and provide summarized reporting;
- Deliver training courses;
- Deliver “ad hoc” training as required/scheduled for new recruits across the Raymond James’ business lines;
- Periodically evaluate ongoing programs to ensure that they reflect any changes;
- Stay abreast of the new trends and tools in employee development; and
- Other duties as assigned.

**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 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?**
- Minimum of 5 years experience in a similar role and scope
- Experience in the financial services or brokerage industry required;
- Fully proficient in French (written and oral)
- Extensive knowledge of instructional design theory and learning principles;
- Proven ability to master the full training cycle;
- Familiarity with traditional and modern training methods, tools and techniques;
- Experience with multiple delivery methods, including e-learning initiatives;
- Experience in a training or classroom environments;
- Excellent proficiency in business process concepts (i.e. workflow diagrams, process mapping techniques), e-learning software (Articulate Storyline), and Zoom, etc;
- Experience utilizing a learning management system (LMS).

**Education**:

- Bachelors degree in a related field of study,
- Post-secondary education in learning principles and/or certification in adult continuing education or instructions.

**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.

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