Employee Training & Development

Employee Training & Compliance

Global Pacific is committed to maintaining a knowledgeable, compliant, and professional workforce.

All employees and contractors are required to complete mandatory training relevant to their role and to participate in ongoing learning as part of their employment obligations.

Training supports regulatory compliance, operational integrity, information security, and professional standards across the organization.

Training Expectations

Training applies to all employees and contractors
Certain training is mandatory and recurring
Completion is tracked and recorded by HR and Compliance
Employees are responsible for completing required training within established timelines
Failure to complete mandatory training may result in follow-up or corrective action

General Orientation

General Orientation provides new employees and contractors with an introduction to Global Pacific, our workplace culture, and the foundational information needed to begin working effectively and responsibly within the organization.

These orientation materials are typically completed at the start of employment and may be revisited at any time as a reference.

What the Orientation Covers

Orientation videos and materials may include:

An overview of Global Pacific and our operations
Workplace expectations, professional standards, and culture
Introduction to internal systems, tools, and resources
Health, safety, and security awareness
How to access policies, training modules, and support contacts

The orientation is designed to help employees understand how we work, what is expected, and where to find key resources.

When Orientation Is Required

General Orientation is required for all new employees and contractors
Orientation should be completed upon joining the organization
Completion may be tracked as part of the onboarding process

Important Note

General Orientation supports onboarding and workplace readiness.

It does not replace mandatory compliance training, such as Privacy (PIPEDA), Information Security, or AML/ATF training, which must still be completed as required.

1. Human Resources Basics - Click to watch

2. Benefits - Click to watch

3. Office Policies & Safety - Click to watch

4. Everyday Work Best Practices - Click to watch

5. Digital Best Practices - Click to watch

COVID-19 Office Policies - Click to watch

Note: General Orientation videos are part of the onboarding process and do not replace mandatory compliance training, which must still be completed as required.

Questions or Support

If you have questions about Orientation materials or onboarding requirements, please contact HR or your Manager.

Mandatory Employee Training

The following training modules are required as part of Global Pacific’s compliance and governance framework.

Privacy & Data Protection (PIPEDA)

Frequency: Annual

This training covers employee responsibilities for protecting personal information, including client, advisor, and employee data. Topics include appropriate access, safeguarding information, incident reporting, and internal escalation procedures.

Delivered through online training modules
Completion requires successful quiz completion
Completion is recorded for compliance and audit purposes

1. [placeholder - Comeback soon] - Click to watch

2. Staff Privacy Training Lesson 1 - Click to watch

3. Staff Privacy Training Lesson 2 - Click to watch

Staff Privacy Online Test - Click to take the test

Information Security & Acceptable Use

Frequency: Annual

This training addresses the appropriate use of Global Pacific systems, data, and technology resources, including password security, remote work practices, and access controls.

Anti-Money Laundering & Anti-Terrorist Financing (AML/ATF) Training and Test

Frequency: Annual (role-dependent)

Certain staff roles may require AML/ATF training based on job function and access. Where applicable, training and testing must be completed annually.

1. AMLATF Training Introduction - Click to watch

2. AMLATF Training Lesson 1 - Click to watch

3. AMLATF Training Lesson 2 - Click to watch

4. AMLATF Training Lesson 3 - Click to watch

AML/ATF Online Test - Click to take the test

Code of Conduct & Workplace Policies

Frequency: As required

Training and acknowledgment related to workplace conduct, confidentiality, and employment policies may be required periodically or when policies are updated.

Role-Based & Onboarding Training

In addition to mandatory training, employees may be required to complete role-specific training, including:

Systems and applications training
Operational procedures
Compliance or supervisory responsibilities
New hire onboarding and orientation

Required training will be communicated by HR, Compliance, or Management.

Professional Development

Global Pacific supports continuous learning and professional growth beyond mandatory compliance training.

Professional development opportunities may include:

Internal workshops or lunch-and-learn sessions
Skills and systems training
External courses or seminars (where approved)

Participation in professional development may be encouraged but is separate from mandatory compliance training unless specifically stated.

Completion, Records & Acknowledgment

Completion of mandatory training is recorded internally
Training records are maintained by HR and Compliance
Employees may be required to acknowledge completion or understanding as part of the training process
Employees are responsible for retaining any certificates or confirmations provided to them

Questions or Assistance

If you have questions about training requirements, access issues, or completion status, please contact HR or Compliance.

Important Reminder

Training is an ongoing responsibility. Employees are expected to apply the principles learned through training in their daily work and to comply with Global Pacific’s policies, procedures, and security requirements at all times.

Updated: January 2026