Bilingual Private Client Group Services E-learning & Documentation Specialist

Raymond JamesVancouver, BC
$60,000 - $70,000Hybrid

About The Position

Raymond James Ltd. is seeking a bilingual (English and French) Documentation & eLearning Specialist to work in our Montreal, Toronto or Vancouver office to join the Private Client Group (PCG) team in a hybrid workstyle capacity. Raymond James Ltd is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Under the general direction of the Sr. Manager, Training and Development the specialist will integrate learning curriculum for courses and programs onto various learning platforms including e-learning, virtual learning, and web applications using multiple authoring and multimedia tools within the Canadian operations of Raymond James Ltd. WHO SHOULD APPLY? The successful candidate: Is a self-starter; Is very comfortable with self-directed learning; Is very comfortable in a fast-paced environment; Is very comfortable with continuous change; Is not only passionate, but obsessive about attention to detail; Has solid experience working with and responding to a variety of communication styles; Has their own system in place to effectively manage daily tasks and assigned projects; Actively seeks out opportunities to be creative and improve on standard processes (i.e. not an order-taker); Is excited about and can demonstrate how they complete tasks related to all aspects of the training cycle (i.e. needs analysis, design, development, delivery, evaluation, return on investment); Is curious, interested in finding better ways to do things and a problem-solver.

Requirements

  • 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
  • Excellent proficiency with Microsoft 365 and SharePoint online
  • Knowledge of a Learning Management System
  • Quick learner, dependable, professional, creative and innovative

Nice To Haves

  • Knowledge of Articulate Storyline, Rise 360, Vyond, Camtasia

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
  • Ability to work effectively and collegially with multiple teams

Benefits

  • flexible workstyles
  • a competitive compensation and benefits package
  • Health Benefits
  • RRSP Matching Program
  • Employee Stock Purchase Plan
  • Paid Time Off
  • Volunteer Days
  • Discretionary Bonuses
  • Tuition Reimbursement
  • internal promotion
  • community involvement
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service