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About the Role

The Connor, Clark & Lunn Financial Group (CC&L Financial Group) Marketing team is seeking a detail-oriented and technically minded problem solver to focus on data automation and template development within the Sales & Client Enablement team. This role involves designing, building, testing, maintaining, and enhancing automated sales and client materials using Seismic.

Responsibilities

• Build and enhance automated PowerPoint and Word documents for Sales and Client Service, including presentations and reports.
• Configure Seismic solutions to dynamically populate documents using structured data sources, business rules, variables, tables, and conditional content.
• Create and maintain dynamic tables, charts, text, disclosures, and investment data components.
• Collaborate with data providers and technical teams to understand and troubleshoot data sources like SQL and JSON.
• Configure business rules, conditional logic, calculations, and mappings for accurate material generation.
• Identify opportunities to develop reusable components, templates, and automation patterns.
• Perform detailed quality assurance on data, calculations, formatting, and logic.
• Investigate and resolve issues with Document Generator, LiveDoc, data-binding, formatting, and generation.
• Partner with Data, Technology, Compliance, Marketing, Client Reporting, and Investment Teams to meet requirements.

Requirements

• Experience with Seismic, LiveDocs, or Document Generators is highly desirable.
• Experience developing or supporting automated documents in another sales-enablement platform is valuable.
• Enjoy understanding how things work, troubleshooting problems, and replacing manual processes with technology.
• Strong Microsoft PowerPoint and Word skills, including templates, formatting, tables, charts, and document structures.
• Comfortable working with complex presentations and documents requiring formatting precision.
• Strong Excel skills and comfort with structured datasets, formulas, and data validation.
• Comfortable working with structured data and understanding its movement from source to presentation.
• Experience reading or writing SQL queries is an asset.
• Comfortable learning how queries, parameters, filters, and calculated fields support automated documents.
• Familiarity with JSON or similar structured data formats is an asset.
• Exceptional attention to detail for client-facing information accuracy.
• Ability to investigate, isolate, test, and document solutions for unexpected issues.
• Natural inclination to simplify repetitive tasks, standardize processes, and build scalable solutions.
• Ability to communicate technical concepts to non-technical stakeholders.
• Ability to translate business requirements into technical specifications.
• Enjoy working across teams and coordinating with business owners, data providers, compliance, technology, and end-users.
• Interest in learning new capabilities and experimenting with better ways of working.
• Experience in asset management or financial services is an asset.
• Interest in learning investment terminology and understanding data in client materials.

Skills

• Seismic
• LiveDocs
• Document Generators
• Microsoft PowerPoint
• Microsoft Word
• Microsoft Excel
• SQL
• JSON

Location

• Hybrid

Work Type

• Full-time
• Contract
• Hybrid

Experience Level

• Not specified

Education Level

• Not specified

Salary/Compensations

• $60,000–$70,000

Benefits

• Social events
• Volunteering opportunities
• Commitment to corporate social responsibility
• Flexible work practices
• Support for work-life balance
• Meaningful work
• Continuous learning budgets
• Paid study days
• Support for professional designations
• Competitive total compensation
• Retirement savings support
• Wellness credits
• Enhanced parental leave
• Comprehensive health benefits

About the Company

• Connor, Clark & Lunn Financial Group (CC&L Financial Group) is a growing financial group.
• We are "invested in our greatest asset, you".
• Our shared goals reflect what matters most to our people: community, growth, and recognition.
• We foster belonging through collaboration, inclusion, and flexibility.
• We prioritize development with meaningful work and continuous learning.
• Contributions are rewarded with competitive compensation and benefits.
• Explore cclgroup.com for more information.

Equal Opportunity

• We are committed to providing an inclusive, accessible recruitment and selection process.
• We welcome and encourage applications from people with disabilities.
• Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
• AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.