Bilingual Private Client Group Services E-learning & Documentation Specialist

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.

Must be Bilingual in both English / French.

Raymond James Ltd. is seeking a bilingual (English and French) Documentation & eLearning Specialist to work in our Montreal, Toronto or Vancouver 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.

• 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.

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, 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.

• Bachelor's degree (or equivalent formal training) in instructional design, education, and/or a related training field.

• 1-2 years’ industry related experience in the Investment Brokerage or Financial Services industry as a technical writer. With a portfolio to share;
• E-learning design/development…