Senior Training & Documentation Analyst – Onboarding Expert

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

Benefits offered by this job

Hybrid model

Job summary

CC&L Financial Group, based in Vancouver, is seeking a Training and Documentation Senior Analyst to support onboarding, documentation maintenance, and access control within the IRG Training and Documentation Team. The role emphasizes detail orientation, teamwork, and a collaborative approach.

The position includes hybrid work with a mix of in-office and remote days, and requires 3–5 years in the finance/investment management field along with effective training experience.

Qualifications

• Undergraduate degree in Commerce (Finance preferred) or Economics.
• Completion of the Canadian Securities Course or equivalent would be an asset.
• 3-5 years of related finance/investment management experience with operations knowledge (reconciliation, trade processing, etc.).
• Experience training and/or coaching staff is a definite asset.

Responsibilities

• Onboard new employees across offices and provide application overviews.
• Maintain staff onboarding checklist and coordinate onboarding, offboarding, and internal moves.
• Maintain the IRG’s documentation model and help determine processes to document.
• Coordinate and maintain user access and perform annual reviews for custodian/prime broker portals.
• Provide training to new staff based on team needs and assist with audits and documentation requests.

Skills

Training / Coaching

Attention to detail

Communication

Problem solving

Education

Undergraduate degree in Commerce or Economics

Canadian Securities Course

Tools

MS Office

Job description

CC&L Financial Group, based in Vancouver, is seeking a Training and Documentation Senior Analyst to support onboarding, documentation maintenance, and access control within the IRG Training and Documentation Team. The role emphasizes detail orientation, teamwork, and a collaborative approach.

The position includes hybrid work with a mix of in-office and remote days, and requires 3–5 years in the finance/investment management field along with effective training experience.