Content Development Specialist

2 months ago

Calgary, Canada Wellington-Altus Full time

Content Development Specialist

Location:  This position can be based out of any of our offices locations across Canada.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

The Opportunity:

Reporting to the Senior Manager, Training & Development, the Content Development Specialist will be responsible for content development in a multi-media approach through adherence to corporate strategy and tools identified by leadership and through collaboration.

The Content Development Specialist will optimize resources and maximize the efficiency of content development by improving existing processes or creating new processes. The Content Development Specialist will coordinate the implementation of content assets including supporting communication and training for the team, ensuring alignment with system workflows and relevant data collection. Work closely with T&D leadership team to develop an understanding of business processes.

Key responsibilities include:

Project Process

Prepare, attend, and contribute to the weekly team meetings, taking ownership for building Training Development capabilities. Analyze existing internal processes to ensure efficiency and effectiveness from an organizational and risk mitigation perspective. Act as a change agent partnering on organizational projects with a focused-on advisor experience. Build capabilities to support delivery, and execution of T&D project work. Define, analyze, and set targets collaboratively and in consultation with the T&D leadership team. Collect and use relevant data as the key to improvements, measure progress, and achievement of success criteria. Identify bottlenecks and opportunities for efficiency improvement/cost savings. Adhere to end-to-end performance measures, data capture, and analysis. i.e. ADDIE, Departmental strategy documents and continuity of service. Accountable to timelines, work standards and communication with partners and leadership. Problem analysis and identification of innovative solutions. Identifies workflow and business process requirements and related solutions over a complete business process, including obtaining approvals, documentation, testing to complete training materials and strategy. Ability to apply logical thinking in gathering and analyzing information which may involve forming and testing hypotheses and/or designing and testing solutions.

Compliance & Risk, Organization Digitization

Create, update, and maintain content on the Intranet sites so that it’s accessible to our partners and stakeholders. Utilize digital tools such as UKG learning, Articulate 360, Canva, Snagit, and Visio to create, analyze, develop, and design projects. Develop skills set to utilize tools to an enhanced degree with each project. Design, maintain and improve the Intranet websites. Coordinate content review, approvals, and translation prior to publishing, when required. Create e-contents that are engaging, timely, and easily accessible. Optimize the user experience on the Intranet page when accessing materials and navigating within the site. Create video tutorials to provide our partners and stakeholders with easy-to-follow guides to assist with their day-to-day activities. Maintain process documentation relating to content management activities.

Forms and Content Management

Design and develop new forms based on business needs, ensuring they capture required information. Regularly review existing forms to ensure they are up to date with current business processes, regulatory requirements and user needs. Implement and manage a version control system for all forms, ensuring the latest version are always in use and older versions are archived properly. Ensure all forms meet internal and external regulatory requirements, and document partner approvals. Develop and maintain standard templates for forms, ensuring consistency in branding, formatting and structure across the organization. Maintain intranet accessibility to Advisor and Operational Support teams.

The ideal candidate will possess:

A bachelor’s degree in finance or related field, or equivalent 2+ years of work experience in a financial services setting 2-10 years’ financial services industry experience working in a high growth environment. 2+ years’ experience in a customer/client-service facing role. Equivalent combination of education and experience may be considered. Experience in the wealth management or other regulated industry is a strong asset. Preferred certifications: CSC and CPH, although candidates without these certifications are still encouraged to apply. Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook. Experience in digital content creation, rapid/development of content resources, knowledge management. Experience using online meeting platforms such as, MS Teams and Learning Management Systems (UKG), SharePoint, Simpplr. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals. Excellent attitude and commitment to providing extraordinary service. An excellent attention to detail. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). Excellent problem-solving skills. Strong organizational skills.

A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

An ability to maintain the highest levels of confidentiality.

Proficient in utilizing the Microsoft 365 suite of programs to streamline training and development initiatives.

Strong analytical aptitude, with the ability to interpret data and derive actionable insights to drive continuous improvement. Strong critical thinking and written and verbal communication skills.

Proficiency in instructional design principles and the ability to develop blended learning solutions for effective content creation.

Conditions of employment:

Must be legally eligible to work in Canada. Must be able to travel 0-5% of the time. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

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