Operational Content Writer - Personal Banking

EQ Bank | Equitable Bank; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial institution in Toronto is looking for a Documentation Specialist to create and maintain Standard Operating Procedures and user manuals. Candidates should have mortgage-related experience and strong technical writing skills. This role offers a competitive salary, comprehensive benefits, and a supportive work environment aimed at promoting growth and inclusion.

Benefits

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Generous vacation policy

Qualifications

• 3 years of experience in a mortgage related role.
• 3 years of experience writing procedural documentation and policy manuals.
• Knowledge in Snagit and Camtasia are definite assets.

Responsibilities

• Plan, develop, write and edit SOPs and user manuals.
• Work closely with Managers to document SOPs.
• Update SOPs to reflect changes from business process review.

Skills

Mortgage related experience

Technical writing skills

Strong organizational skills

Knowledge of lending products

Communication skills

Education

University/College Degree in finance, business or related field

Certificate in Technical Writing

Tools

MS Excel

MS Word

Power Point

SharePoint

Madcap Flare

Job description

Overview

Join a Challenger

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 670,000 people across Canada through Equitable Bank, Canada\'s Challenger Bank, and have been around for more than 50 years. Equitable Bank\'s wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people\'s lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World\'s Best Banks list since 2021.

The purpose of the Documentation Specialist is to support the operation by analyzing, developing, and writing Standard Operational Procedures (SOPs) and user manuals. The Documentation Specialist is also accountable for ongoing documentation and maintenance of the SOPs and training materials.

The Work

• Plan, develop, write and edit SOPs and user manuals used by the Business Units.
• Work closely with Managers to document SOPs for functions handled within each team.
• Update SOPs to reflect changes resulting from business process review, new product launch, legislative changes, etc.
• Reviews SOPs for completeness, accuracy, formatting, and grammar in the electronic document management system to maintain company standards.
• Maintenance and version control of the department policy manuals. The policy manuals must be accurate and kept up to date to ensure conformance with regulatory requirements.
• Liaise with Management and the various teams to maintain a strong understanding of existing products and procedures.
• Update training materials to reflect any changes resulting from business process review, system upgrades, new product launch, legislative changes, etc.
• Create communications to inform staff of updates to policies, procedures, technology, upcoming training events, and any new initiatives.
• Maintains and controls document control logs for document assignment and change controls.

Let\'s Talk About You

• 3 years of experience in a mortgage related role.
• 3 years of experience writing procedural documentation and policy manuals.
• University/College Degree in finance, business or related field.
• Certificate in Technical Writing is preferred.
• Technical writing skills are required.
• Knowledge of commercial and residential lending products, related terminology and provincial and federal legislations.
• Solid knowledge of various software packages, including MS Excel, Word, Power Point and web-based applications.
• Strong organizational, time management and communication (both oral and written) skills.
• Proven ability to work both independently and collaboratively.
• Knowledge in SharePoint and Madcap Flare are definite assets.
• Knowledge in Snagit and Camtasia are definite assets.
• Sense of humor and the ability to work with different personalities.

What we offer [For full-time permanent roles]

• 💰 Competitive discretionary bonus
• ✨ Market leading RRSP match program
• 🩺 Medical, dental, vision, life, and disability benefits
• 📝 Employee Share Purchase Plan
• 👶🏽 Maternity/Parental top-up while you care for your little one
• 🏝 Generous vacation policy and personal days
• 🖥 Virtual events to connect with your fellow colleagues
• 🎓 Annual professional development allowance and a comprehensive Career Development program
• 💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!