Senior Specialist, Operations Training
Senior Specialist, Operations Training
Posted on :
31-07-2025
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1 Vacancy
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Job Description
Senior Specialist Operations Training
Connor Clark & Lunn Private Capital
Toronto ON
We are currently looking for a Senior Specialist Operations Training to support business growth through a comprehensive and consistent training this role you will be providing hands on training to Connor Clark & Lunn Private Capital (CC&L PC) employees and ensuring that the CC&L PCs procedure documentation is current and following established standards.
This role will be reporting to the Associate Vice President Operations Training.
What Youll Be Doing
Training and Documentation Specialist performs five essential functions:
- Ensure that all of CC&L PCs new staff are successfully on-boarded by providing initial orientation and comprehensive training on CC&L PCs systems and procedures
- Maintain and improve operational training program structure and content
- Develop and maintain procedural documentation in line with the business growth
- Provide ongoing training and coaching to team members continuously enhancing teams proficiency with systems and processes
- Assist with operational enhancements through implementation and documentation of system and process improvements
Responsibilities and Accountabilities
- Maintain the onboarding checklist and training agenda
- Provide initial orientation and training to new staff following set guidelines and standards
- Maintain ongoing coaching of new staff for at least the first six months after their start date
- Be available for ongoing questions and assistance with assigned CC&L PC team
- Plan organize and run ongoing training sessions focused on various operational components of the business
- Maintain CC&L PCs procedural and systems documentation. This includes:
- Working with the CC&L PC Managers and Staff to determine which processes need to be documented
- Document procedures create process workflow diagrams as part of any operational enhancements
- Creating training documentation and materials for CC&L PC Team
- Assist with CC&L PC projects work with the IS Department to test JIRAs and document operational enhancements
About You
- Minimum 3-5 years of back or front office operational experience in the finance/investment management industry
- Excellent interpersonal communication and organizational skills
- Customer and results focused attitude
- Proven ability to anticipate understand and respond to the needs of key stakeholders
- Solid working knowledge or understanding of CC&L PCs applications and/or processes
- Experience documenting processes procedures and systems
- Experience delivering training to audiences in different functional areas: sales operations leadership customer service and management
- Proven ability to learn new systems quickly and use them effectively and efficiently
- Ability to thrive in an ever-changing and adapting environment
- Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multitask
- Critical thinking and good decision making ability
- High level of attention to detail and accuracy
- Experience with training development instructional design facilitation and consulting is an asset
- Completion of the Canadian Securities Course is an asset
- University degree or equivalent working experience
AboutConnor Clark & Lunn Financial Group
At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
Connor Clark & Lunn Private Capital (CC&L Private Capital) is an affiliate of CCLFG providing professional discretionary money management services to individual investors Indigenous communities not-for-profits and charitable foundations. The firm is currently responsible for approximately $18 billion in client assets.
For a closer look at how you can build your career with us we invite you to explore
To apply for this position please submit your resume and cover letter asone PDF.
We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be telephone calls or recruitment agencies will be accepted.
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Required Experience:
Senior IC
Employment Type
Full Time
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