Back to jobs
New

Manager, Training and Documentation

Toronto, Ontario, Canada

Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Manager to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an independent group within the Investment Resource Group (“IRG”) that performs several essential services such as hands-on training to support successful onboarding of new staff, maintaining current IRG procedure documentation and coordinating staff movements within IRG. The ideal candidate is a highly detail-oriented problem-solver who enjoys learning new skills, being part of a high-performing team, and patiently supporting new hires as they build confidence across different levels of experience. We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

  • Onboard new employees across all offices and provide application overviews as required
  • Ensure new employees have access to the appropriate software systems by completing pre-testing before they join the department
  • Maintain the staff onboarding checklist and coordinate staff movements, including onboarding, offboarding, and internal moves within the department
  • Maintain the IRG’s documentation model, including:
    • Working with the IRG Senior Managers, Managers and Staff to determine which processes need to be documented
    • Assisting the Staff with formatting, language and structure of the documents
    • Creating and reviewing documentation process workflow diagrams
    • Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
  • Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
  • Maintain and update the Certificate of Authorized Signatories list for staff changes and perform an annual review with the IRG Director and Senior Managers
  • Provide training to new staff based on team and role requirements
  • Support Certificate of Authorized Signatories audit requests, including gathering required documentation and coordinating responses with auditors
  • Assist with IRG projects, as required

What You Bring

  • Undergraduate degree in Commerce (Finance preferred) or Economics. Completion of the Canadian Securities Course or an equivalent would be an asset.
  • At least five years of related work experience in the finance/investment management industry would be a definite asset.
  • Experience training and/or coaching staff is a definite asset, with the patience and flexibility to support individuals with varying levels of experience.
  • Aptitude to understand the big picture but still be very detail-oriented.
  • Proven ability to think logically, problem solve effectively, and prioritize competing tasks. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
  • Interest in learning about different aspects of the investment business.
  • You have a collaborative spirit that helps you work well with others and you communicate effectively.
  • Proficient in MS Office applications (Word, Excel, and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.

The salary range for this position is $103,000 - $110,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

 #LI-HYBRID #LI-JB1

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.  

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy [https://cclfg.cclgroup.com/privacy-confidentiality/].  I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

Select...

The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at privacy@cclgroup.com.

We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment.

We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law.

Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws.

You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances.

If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at privacy@cclgroup.com in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at [https://cclfg.cclgroup.com/privacy-confidentiality]

Select...
Select...