Manager, Training and Documentation

Connor, Clark & Lunn Financial Group; Vancouver; Hybrid; CAD 103,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Connor, Clark & Lunn Financial Group in Vancouver is seeking a Training and Documentation Manager to join the hybrid Training and Documentation Team. You will oversee onboarding, access provisioning, and maintain documentation models to support IRG.

The role requires five years in finance or investment management, strong documentation and training skills, and the ability to collaborate across teams. The company emphasizes professional growth and a hybrid work environment with compensation

Qualifications

• 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 experience in the finance or investment management industry, with direct experience in investment operations such as reconciliation, trade processing, corporate action, and client reporting.
• Experience training and/or coaching staff is a definite asset, with patience and flexibility to support varying levels of experience.
• Aptitude to understand the big picture while remaining detail-oriented.
• Proven ability to think logically, problem solve, and prioritize tasks under pressure.
• Interest in learning about different aspects of the investment business.
• Collaborative spirit and effective communication with others.
• Proficient in MS Office (Word, Excel, Outlook); ability to learn new systems quickly.

Responsibilities

• 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 onboarding checklist and coordinate staff movements within the department.
• Maintain the IRG’s documentation model, including determining processes to be documented, assisting with formatting and reviewing documents, and creating workflow diagrams.
• Set deadlines for documentation completion and coordinate with IRG Managers and Team Leaders to meet them.
• Coordinate and maintain user access and perform annual reviews for custodian/prime broker portals.
• Maintain and update the Certificate of Authorized Signatories list for staff changes and annual reviews with senior staff.
• Provide training to new staff as required by team and role.
• Assist with IRG project-related documentation and audits as needed.
• Assist with IRG projects, as required.

Skills

Attention to detail

Training/coaching

Communication skills

MS Office proficiency

Education

Undergraduate degree in Commerce (Finance preferred)

Canadian Securities Course (asset)

Job description

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 experience in the finance or investment management industry, with direct experience in investment operations such as reconciliation,trade processing, corporate action, andclient reporting, along with a strong understanding ofvarious investment account types, including RRSPs, TFSAs, RRIFs, and others.
• 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.

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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.