CC&L; Financial Group is searching for a Training and Documentation Manager to join our Vancouver team. Drive the onboarding process and maintain critical documentation in a hybrid model.

As a pivotal member of the Training and Documentation Team, you will facilitate onboarding new hires and ensure proper documentation practices within the Investment Resource Group. This role requires a detail-oriented professional adept at problem-solving and fostering team collaboration. Candidates should have a strong commitment to supporting individuals at various experience levels while ensuring operational effectiveness.

Key Responsibilities:
• Onboard and train new employees across all offices
• Maintain and coordinate procedural documentation
• Assist staff with formatting and structuring documents




• Manage user access for custodian portals and documentation audits
• Conduct annual reviews of the Certificate of Authorized Signatories list

Requirements:
• Undergraduate degree in Finance or Economics is preferred
• At least five years of experience in finance or investment operations
• Patience and flexibility in training diverse learners
• Proficiency in MS Office and other software systems
• Strong organizational skills and ability to prioritize tasks

Become a vital part of our team at CC&LFG;, enhancing your career and supporting current talent.
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📌 Manager of Training and Documentation at CC&LFG (British Columbia)
🏢 Connor, Clark & Lunn Financial Group
📍 British Columbia