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Connor, Clark & Lunn Financial Group Ltd.

Senior Analyst, Training and Documentation

Toronto, ON, Canada

Pay: The salary range for this position is $90,000 - $100,000.
Posting language: English
Posted: Sep 28, 2026

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Original job description

Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Senior Analyst for an existing vacancy on our Vancouver-based Training and Documentation Team. The Training and Documentation team is an independent group within the Investment Resource Group (“IRG”) that performs several essential services such as hands-on training to support successful onboarding of new staff, maintaining current IRG procedure documentation and coordinating staff movements within IRG. The ideal candidate is a highly detail-oriented problem-solver who enjoys learning new skills, being part of a high-performing team, and patiently supporting new hires as they build confidence across different levels of experience. We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

Onboard new employees across all offices and provide application overviews as required
Ensure new employees have access to the appropriate software systems by completing pre-testing before they join the department
Maintain the staff onboarding checklist and coordinate staff movements, including onboarding, offboarding, and internal moves within the department
Maintain the IRG’s documentation model, including:
- Working with the IRG Senior Managers, Managers and Staff to determine which processes need to be documented
- Assisting the Staff with formatting, language and structure of the documents
- Creating and reviewing documentation process workflow diagrams
- Setting deadlines for completion of documentation and working with the IRG Managers and Team Leaders to ensure these deadlines are being met
Coordinate and maintain user access and perform an annual review for custodian/prime broker portals
Maintain and update the Certificate of Authorized Signatories list for staff changes and perform an annual review with the IRG Director and Senior Managers
Provide training to new staff based on team and role requirements
Support Certificate of Authorized Signatories audit requests, including gathering required documentation and coordinating responses with auditors
Assist with IRG projects, as required

What You Bring

Undergraduate degree in Commerce (Finance preferred) or Economics. Completion of the Canadian Securities Course or an equivalent would be an asset.
At least 3-5 years of related experience in the finance or investment management industry, with direct experience in investment operations such as reconciliation, trade processing, corporate action, and client reporting, along with a strong understanding of various investment account types, including RRSPs, TFSAs, RRIFs, and others.
Experience training and/or coaching staff is a definite asset, with the patience and flexibility to support individuals with varying levels of experience.
Aptitude to understand the big picture but still be very detail-oriented.
Proven ability to think logically, problem solve effectively, and prioritize competing tasks. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
Interest in learning about different aspects of the investment business.
You have a collaborative spirit that helps you work well with others and you communicate effectively.
Proficient in MS Office applications (Word, Excel, and Outlook). Proven ability to learn new systems quickly and use them effectively and efficiently.

The salary range for this position is $90,000 - $100,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

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. Please contact talentacquisition@cclgroup.com if you require accommodation.

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.

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More about this job

Responsibilities

The Senior Analyst will manage the onboarding process for new employees and maintain the Investment Resource Group's documentation model. This role involves coordinating staff movements, providing training, and ensuring compliance with internal procedures and audit requirements.

Requirements

Candidates must have an undergraduate degree in Commerce or Economics and 3-5 years of experience in the finance or investment management industry. Strong proficiency in MS Office and experience in investment operations such as reconciliation and trade processing are required.

Skills

Training
Documentation
Onboarding
Investment operations
Reconciliation
Trade processing
Corporate action
Client reporting
Problem solving
Workflow diagrams
Process documentation
MS Office
Communication
Time management
Attention to detail

Benefits

Annual performance bonus
Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Continuous learning budgets
Paid study days

Visa sponsorship

Not detected in the job text

Keywords

Asset management
Investment Resource Group
Onboarding
Offboarding
Documentation
Workflow diagrams
Reconciliation
Trade processing
Corporate action
Client reporting
RRSP
TFSA
RRIF
Canadian Securities Course
MS Office
Word
Excel
Outlook
Audit
Custodian portals
Prime broker portals
Finance
Economics
Training
Investment operations

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