Bilingual Private Client Group Services E-learning & Documentation Specialist

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services. The company is seeking a bilingual Documentation & eLearning Specialist to develop and integrate learning curriculum and training materials for the Private Client Group team across various learning platforms. The role involves creating comprehensive documentation, training content, and collaborating with subject matter experts to support knowledge transfer and process improvements.

Responsibilities

• Develop comprehensive documentation that meets organizational standards
• Develop training material both written and video for end-users
• Ability to develop process steps and scripts for video content creation, including periodic maintenance for policy/process changes
• Write user-friendly content that meets the needs of the target audience, turning insights language that sets our users up for success
• Evaluate current content and develop innovative approaches for improvement
• Research, outline, write, and edit new and existing content, working closely with various departments to understand project requirements
• Independently gather information from subject matter experts to develop, organize, and write procedure manuals, technical specifications, and process documentation
• Work with development and support leads to identify all documentation repositories, revise and edit, and determine the best solution for data compilation and centralized storage
• Develop content in alternative media forms for maximum usability, with a consistent and cohesive voice across all documentation
• Identifying knowledge gaps and updating support materials
• Experience testing technical and business processes
• Collaborate with subject matter experts who provide the knowledge transfer to ensure appropriate course content and learner application
• Develop brand standards and maintain continuity of style of content
• Analyzing metrics to determine whether there is a learning need and define performance objectives; and
• Ability to work effectively and collegially with multiple teams

Skills

• Must be Bilingual in both English / French
• Bachelor's degree (or equivalent formal training) in instructional design, education, and/or a related training field
• 1-2 years' industry related experience in the Investment Brokerage or Financial Services industry as a technical writer. With a portfolio to share
• E-learning design/development and experience with e-learning tools (ex. Rise, Articulate 360, Camtasia, Vyond, storyboarding applications, Zoom, Survey Monkey)
• Familiarity with Learning Management Systems (LMS)
• Experience developing online courses
• Bilingual in English and French with experience supporting both languages
• Ability to communicate in writing in a succinct and organized manner; producing written materials, taking into account proper audience, content, format, and grammar
• Experience creating scripts for webinar recordings and e-Learning narration
• Intermediate level design skills that focus on reproducibility and Adult Learning Principles
• Proven ability to quickly learn and understand complex topics
• Previous experience writing documentation and procedural materials for multiple audiences
• Superior written and verbal communication skills, with a keen eye for detail
• Experience working with project management teams to improve user experience
• Proven ability to handle multiple projects simultaneously, with an eye for prioritization
• Excellent proficiency with MS Office Suite
• Excellent collaboration abilities (flexible and willing to assist others as required)
• Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion
• The ability to work in a dynamic team environment and demonstrate a professional and friendly manner
• Ability to work independently
• Ability to quickly breakdown complex procedures
• Strong presentation and writing skills
• Advanced skills with a video editing tool; e.g. Captivate/Camtasia/Vyond
• Knowledge of Articulate Storyline, Rise 360, Vyond, Camtasia
• Excellent proficiency with Microsoft 365 and SharePoint online
• Knowledge of a Learning Management System
• Quick learner, dependable, professional, creative and innovative

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement

Company Overview