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Manulife Financial

Global financial services: insurance and investments

Documentation and Training Analyst

Instructional Design & Curriculum DevelopmentPosted on Nov 5
Full-time

About the Job

Requirements

  • Experience in operational documentation, technical writing, instructional design, learning development, business transformation, or a related field.
  • Demonstrated experience creating procedures, job aids, facilitator guides, participant materials, and digital or blended learning content.
  • Ability to synthesize process maps, requirements, business rules, controls, and system information into clear role-based guidance.
  • Experience facilitating working sessions, content reviews, train-the-trainer sessions, or employee learning.
  • Strong written communication, editing, stakeholder-management, and organizational skills, with close attention to accuracy and document control.
  • Ability to manage multiple deliverables in an agile environment where requirements, designs, and release plans continue to evolve.

Responsibilities

  • Create and maintain end-to-end procedures, standard operating procedures, job aids, quick-reference guides, checklists, and knowledge articles for transformed business processes.
  • Translate approved future-state designs, requirements, business rules, controls, system steps, and exception paths into clear role-based instructions.
  • Validate procedure accuracy and completeness with the Business SME Lead, assigned specialists, Product Owner, Risk, and Delivery partners.
  • Maintain version control, review history, ownership, effective dates, and traceability from documentation to approved process and release artifacts.
  • Conduct learning-needs analysis and define role-based learning objectives, curricula, and delivery approaches for impacted employees and leaders.
  • Develop facilitator guides, participant materials, e-learning content, simulations, practice exercises, knowledge checks, and performance-support tools.
  • Use realistic scenarios, business rules, and exception cases to prepare users for routine processing and human-in-the-loop decisions.
  • Deliver or coordinate instructor-led and virtual training, train-the-trainer sessions, knowledge transfer, and post-launch reinforcement.
  • Partner with Change Management to align training with stakeholder impacts, communications, readiness activities, release timing, and adoption measures.
  • Confirm that required procedures, learning assets, environments, access, and facilitators are ready before deployment.
  • Support UAT and production-readiness activities by converting issues, defects, and process clarifications into final documentation and learning updates.
  • Monitor completion, learner feedback, knowledge-check results, early performance indicators, and support themes; recommend targeted reinforcement where needed.
  • Work within sprint and release cadences, manage content dependencies, and surface decisions or blockers that could affect readiness, controls, benefits, or AWD retirement outcomes.
  • Coordinate inputs across business units while distinguishing common enterprise content from business-unit, product, customer, system, or control variations.
  • Apply practical AI and automation tools to accelerate drafting, content analysis, and maintenance only where approved, with human validation of accuracy, controls, and sensitive-information handling.
  • Build reusable templates and standards that improve documentation and learning quality across later project waves.

Desired Qualifications

  • Experience supporting financial-services operations, process or technology transformation, controls, UAT, Salesforce, workflow, or AI-enabled change is preferred.
  • Knowledge of adult-learning, instructional-design, change-management, Lean, or continuous-improvement approaches is an asset.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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