Senior Specialist, Operations Training

Baker Gilmore & Associates; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A financial services firm in Toronto is seeking a Senior Specialist Operations Training to enhance employee onboarding and maintain training standards. The ideal candidate has 3-5 years of experience in the finance industry, strong communication skills, and a customer-focused attitude. This full-time position provides opportunities for professional growth in a dynamic environment.

Qualifications

• 3-5 years of back or front office operational experience in finance/investment management.
• Experience in documenting processes and delivering training sessions.

Responsibilities

• Train and support onboarding for CC&L PC employees.
• Maintain and improve operational training programs.
• Develop and maintain procedural documentation.

Skills

Interpersonal communication

Organizational skills

Customer-focused

Critical thinking

Attention to detail

Education

University degree or equivalent working experience

Job description

Overview

Senior Specialist Operations Training — Connor Clark & Lunn Private Capital, Toronto, ON

We are currently looking for a Senior Specialist Operations Training to support business growth through a comprehensive and consistent training. In this role you will be providing hands-on training to Connor Clark & Lunn Private Capital (CC&L PC) employees and ensuring that CC&L PC's procedure documentation is current and follows established standards.

This role reports to the Associate Vice President Operations Training.

What Youll Be Doing

• Train and support onboarding by providing initial orientation and comprehensive training on CC&L PC systems and procedures.
• Maintain and improve the operational training program structure and content.
• Develop and maintain procedural documentation in line with business growth.
• Provide ongoing training and coaching to team members to continuously enhance proficiency with systems and processes.
• Assist with operational enhancements through implementation and documentation of system and process improvements.

Responsibilities and Accountabilities

• Maintain the onboarding checklist and training agenda.
• Provide initial orientation and training to new staff following set guidelines and standards.
• Maintain ongoing coaching of new staff for at least the first six months after their start date.
• Be available for ongoing questions and assistance with assigned CC&L PC team.
• Plan, organize and run ongoing training sessions focused on various operational components of the business.
• Maintain CC&L PC procedural and systems documentation, including:
  • Working with the CC&L PC Managers and Staff to determine which processes need to be documented.
  • Document procedures and create process workflow diagrams as part of operational enhancements.
  • Creating training documentation and materials for CC&L PC Team.
  • Assist with CC&L PC projects, work with the IS Department to test JIRAs and document operational enhancements.

About You

• Minimum 3-5 years of back or front office operational experience in the finance / investment management industry.
• Excellent interpersonal communication and organizational skills.
• Customer and results focused attitude.
• Proven ability to anticipate, understand, and respond to the needs of key stakeholders.
• Solid working knowledge or understanding of CC&L PCs applications and/or processes.
• Experience documenting processes, procedures and systems.
• Experience delivering training to audiences in different functional areas: sales, operations, leadership, customer service and management.
• Proven ability to learn new systems quickly and use them effectively and efficiently.
• Ability to thrive in an ever-changing and adapting environment.
• Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multitask.
• Critical thinking and good decision-making ability.
• High level of attention to detail and accuracy.
• Experience with training development, instructional design, facilitation and consulting is an asset.
• Completion of the Canadian Securities Course is an asset.
• University degree or equivalent working experience.

About Connor Clark & Lunn Financial Group

At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor Clark & Lunn Private Capital (CC&L Private Capital) is an affiliate of CCLFG providing professional discretionary money management services to individual investors, Indigenous communities, not-for-profits and charitable foundations. The firm is currently responsible for approximately $18 billion in client assets.

Additional Information

For a closer look at how you can build your career with us we invite you to explore more on CC&L Private Capital:

CC&L Private Capital 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.

To apply for this position please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. Recruitment agencies will be accepted.

LI-HYBRID

Required Experience: Senior IC

Key Skills

Financial Services, Information Technology, Cost Control, Corporate Risk Management, Law

Employment Type: Full Time

Experience: years

Vacancy: 1