Senior Specialist, Operations Training

Crestpoint Real Estate Investments; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm in Toronto is seeking a Senior Specialist Operations Training. This role involves providing hands-on training to employees and ensuring compliance with documented procedures. The ideal candidate will have 3-5 years of experience in the finance industry, excellent communication skills, and a customer-focused attitude. Join a dynamic team focused on operational training and development.

Qualifications

• Minimum 3-5 years of back or front office operational experience in the finance and investment management industry.
• Proven ability to learn new systems quickly and use them effectively and efficiently.
• Experience delivering training to audiences in different functional areas.

Responsibilities

• Provide ongoing training and coaching to team members, enhancing proficiency with systems and processes.
• Maintain the onboarding checklist and training agenda.
• Plan, organize, and run ongoing training sessions focused on various operational components of the business.

Skills

Interpersonal communication

Organizational skills

Customer service

Critical thinking

Attention to detail

Education

University degree or equivalent working experience

Completion of the Canadian Securities Course

Tools

JIRA

Job description

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 this role you will be providing hands on training to Connor Clark & Lunn Private Capital (CC&L PC) employees and ensuring that the CC&L PCs procedure documentation is current and following established standards.

This role will be reporting to the Associate Vice President Operations Training.

What Youll Be Doing

Training and Documentation Specialist performs five essential functions :

• Ensure that all of CC&L PCs new staff are successfully on-boarded by providing initial orientation and comprehensive training on CC&L PCs systems and procedures
• Maintain and improve operational training program structure and content
• Develop and maintain procedural documentation in line with the business growth
• Provide ongoing training and coaching to team members continuously enhancing teams 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 PCs procedural and systems documentation. This includes :

Working with the CC&L PC Managers and Staff to determine which processes need to be documented

Document procedures create process workflow diagrams as part of any 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.

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

more on 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 telephone calls or recruitment agencies will be accepted.

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Required Experience :

Senior IC

Key Skills

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

Employment Type : Full Time

Experience : years

Vacancy : 1