Bilingual Private Client Group Services E-learning & Documentation Specialist

Raymond James Ltd. is Canada’s leading independent investment dealer, seeking a bilingual Documentation & eLearning Specialist for their Private Client Group team. The role involves developing comprehensive documentation, creating training materials, and collaborating with various departments to enhance learning experiences across multiple platforms.

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

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