Senior Analyst, Training and Documentation

Socket.dev; Toronto; Hybrid; CAD 90,000 - 100,000; Full time

Job summary

CC&L Financial Group in Vancouver (hybrid) seeks a Training and Documentation Senior Analyst to support onboarding and maintain IRG documentation. You will work with Senior Managers to determine processes to document and assist staff with formatting and structure of documents.

The role requires a degree in commerce/economics and 3–5 years in finance with strong problem-solving and collaborative skills. Proficiency in MS Office is essential and there is a company-wide emphasis on teamwork and

Qualifications

• Bachelor's degree in Commerce or Economics.
• Canadian Securities Course or equivalent is an asset.
• 3–5 years in finance/investment management and operations experience.

Responsibilities

• Onboard new employees across offices and provide orientation.
• Maintain onboarding checklist and coordinate staff movements.
• Maintain IRG documentation model and process diagrams.
• Set deadlines and ensure completion with IRG managers.
• Coordinate access to custodian/prime broker portals and annual reviews.
• Provide training to staff based on team requirements.
• Assist with IRG projects as required.

Skills

Financial operations

Documentation & onboarding

MS Office

Training & coaching

Attention to detail

Collaboration

Education

Undergraduate degree in Commerce or Economics

Canadian Securities Course (asset)

Tools

MS Office Suite

Job description

Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Senior Analyst for an existing vacancy on 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 3-5 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, along with a strong understanding of various 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 $90,000 - $100,000. 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.