Senior Analyst, Training and Documentation
About The Position
Connor, Clark & Lunn Financial Group (“CC&LFG”) is seeking an experienced Training and Documentation Senior Analyst for an existing vacancy on our Vancouver-based Training and Documentation Team. This team is an independent group within the Investment Resource Group (“IRG”) responsible for essential services such as hands-on training for new staff onboarding, maintaining IRG procedure documentation, and coordinating staff movements within IRG. The ideal candidate is a detail-oriented problem-solver who enjoys learning, teamwork, and patiently supporting new hires. CC&LFG values team spirit, camaraderie, and a culture of success. They are a solution-oriented and collaborative team looking for individuals who thrive in a challenging and dynamic environment. The offices currently operate on a hybrid model with a combination of in-office and remote working days.
Requirements
- Undergraduate degree in Commerce (Finance preferred) or Economics. Completion of the Canadian Securities Course or an equivalent would be an asset.
- At least 3-5 years of related experience in the finance or investment management industry, with direct experience in investment operations such as reconciliation, trade processing, corporate action, and client reporting, along with a strong understanding of various investment account types, including RRSPs, TFSAs, RRIFs, and others.
- Experience training and/or coaching staff is a definite asset, with the patience and flexibility to support individuals with varying levels of experience.
- Aptitude to understand the big picture but still be very detail-oriented.
- Proven ability to think logically, problem solve effectively, and prioritize competing tasks.
- Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
- Interest in learning about different aspects of the investment business.
- Collaborative spirit that helps you work well with others and communicate effectively.
- Proficient in MS Office applications (Word, Excel, and Outlook).
- Proven ability to learn new systems quickly and use them effectively and efficiently.
Nice To Haves
- Completion of the Canadian Securities Course or an equivalent would be an asset.
- Experience training and/or coaching staff is a definite asset, with the patience and flexibility to support individuals with varying levels of experience.
Responsibilities
- Onboard new employees across all offices and provide application overviews as required
- Ensure new employees have access to the appropriate software systems by completing pre-testing before they join the department
- Maintain the staff onboarding checklist and coordinate staff movements, including onboarding, offboarding, and internal moves within the department
- Maintain the IRG’s documentation model, including working with IRG Senior Managers, Managers and Staff to determine which processes need to be documented, assisting Staff with formatting, language and structure of the documents, creating and reviewing documentation process workflow diagrams, and setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
- Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
- Maintain and update the Certificate of Authorized Signatories list for staff changes and perform an annual review with the IRG Director and Senior Managers
- Provide training to new staff based on team and role requirements
- Support Certificate of Authorized Signatories audit requests, including gathering required documentation and coordinating responses with auditors
- Assist with IRG projects, as required
Benefits
- Annual performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
