Training and Documentation Specialist, Individual Wealth

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.
**Position Title**: Training and Documentation Specialist
**Reports To**: Manager, Individual Wealth
**Department**: Individual Wealth
**Term**: Permanent Full-Time
**Work Arrangements**: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.
**The Opportunity**: Equitable is growing We are looking for a Training and Documentation Specialist to join our Individual Wealth Team Our ideal new team member is a strong communicator who can develop and deliver comprehensive training material, someone who has sound knowledge and understanding of training concepts, and someone who is a collaborator that can work with others towards a common goal. If that’s you, why not explore a career at one of Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024
**What you will be doing**:

- Responsible for the development and delivery of comprehensive and meaningful product, process, and technology training for the Individual Wealth line of business
- Develop training material and execute as required
- Perform analysis, develop, and maintain new/existing procedural documentation servicing the Individual Wealth line of business
- Responsible for continuing education and development through the identification of skill gaps, the development of job specific training modules for all employees and through ongoing research of new training tools and methodologies

**What you will bring**:

- Sound knowledge and understanding of training concepts and methodologies related to adult education
- Exceptional interpersonal, oral/written communication and presentation skills
- Proven experience in documentation and courseware preparation and delivery of interactive training sessions using a variety of methods (web-based/virtual training, classroom training, job aids, multimedia visual aids and reference materials)
- Comfortable managing and prioritizing multiple projects simultaneously and meeting deadlines with limited supervision in a fast-paced environment
- Proven experience of having worked successfully in a team
- A positive can-do attitude and customer focused approach to deal with challenging situations with integrity, empathy and sincerity
- Ability to perform in a constantly changing environment
- Comfortable with hardware tools (scanner/data projector etc.)
- University degree or equivalent combination of education and work experience
- FLMI and/or a certificate in adult education/learning would be an asset
- Prior industry experience would be an asset
- Prior experience working within a call center environment would be an asset

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite full-service cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.
To learn more about Equitable, we encourage you to explore our organization.
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