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About the Role

Raymond James Ltd. is seeking a Learning & Development Associate to join the Private Client Group (PCG) team. This role will enhance employee competencies by designing and conducting branch-training programs to boost workplace performance in line with company values. Responsibilities include training needs assessments, curriculum design, material creation, and managing all phases of branch training.

Responsibilities

• Collaborate with PCG teams and RJL Divisions to identify target audience’s training requirements and needs
• Develop create and deploy a variety of types of learning materials
• Write/produce standardized business process user manuals (job aids)
• Assist with layout, editing, and organizing of content as required
• Evaluate the effectiveness of training by measuring and evaluating feedback from participants
• Design assessments for verifying learner knowledge and capability and provide summarized reporting
• Ensure training content is kept up to date on a regular basis by deploying a review/update process that is maintained
• Identify training needs by evaluating strengths and weaknesses
• Deliver training courses
• Deliver “ad hoc” training as required/scheduled for new recruits across the Raymond James’ business lines
• Periodically evaluate ongoing programs to ensure that they reflect any changes
• Stay abreast of the new trends and tools in employee development
• Other duties as assigned

Requirements

• Proven experience in designing multiple training events in a corporate setting
• Knowledge of instructional design theory and learning principles
• Familiarity with traditional and modern training methods, tools and techniques
• Sound decision making and organizational skills
• Ability to apply adult learning principles
• Ability to think critically and ask targeted questions to determine needs and respond appropriately
• Experience with multiple delivery methods, including e-learning initiatives
• Experience in a boardroom training environment
• Proficiency in business process concepts (i.e. work flow diagrams, process mapping techniques)
• Excellent planning abilities, including project management basics
• Superior interpersonal, written and verbal communication skills
• Ability to work independently
• Strong presentation and writing skills
• Excellent proficiency with Microsoft 365 and SharePoint online
• Knowledge of a Learning Management System
• Quick learner, dependable, professional, creative and innovative

Skills

• French language skills
• Articulate Storyline/Rise/360
• Microsoft 365
• SharePoint online
• Learning Management System

Location

• Montreal
• Toronto
• Vancouver

Work Type

• Hybrid

Experience Level

• Experience in the financial services or brokerage industry required

Education Level

• Post-secondary education in learning principles and/or certification in adult continuing education or instruction skills is an asset

Salary/Compensations

• $60,000-70,000 annually

Benefits

• Flexible workstyles
• Competitive compensation and benefits package
• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement

About the Company

• Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
• At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
• We encourage our associates at all levels to: Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.
• Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
• We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.