Institutional Sales Enablement Specialist Sr

fil; Toronto; Hybrid; CAD 95,000 - 130,000; Full time

Job summary

Fidelity Investments Canada, Toronto, is seeking an Institutional Sales Enablement Specialist Sr. to drive adoption of sales processes and tools within Institutional Distribution.

You will partner with L&D and cross-functional teams to ensure front-line staff have the training, resources, and support needed to maximize efficiency and compliance. You will lead data governance efforts in Salesforce, maintain a central knowledge base, develop onboarding programs, and collaborate with Data Analytics

Qualifications

• 3+ years of related experience in sales operations or financial services.
• Fluent English communication skills valuable.
• Experience with Salesforce and data governance preferred.

Responsibilities

• Promote tools and processes for Institutional front-line teams.
• Develop onboarding and training programs for sales enablement.
• Maintain central knowledge databases and job aids.
• Collaborate with Data Analytics on downstream data implications.
• Ensure Salesforce data quality and governance across Institutional Distribution.

Skills

Client service

Relationship building

AI solutions

Data quality

Knowledge management

Education

University degree

Tools

Salesforce

MS Office (Excel)

Job description

Job Description

Institutional Sales Enablement Specialist Sr

Please note: Current work authorization for Canada is required for all openings

This is a regular, full-time role

You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

What We Do

As an Institutional Sales Enablement Specialist Sr., you will play a critical role in driving the adoption and effective use of sales processes and tools within the Institutional division. Working closely with L&D, business partners, and cross-functional teams, you'll ensure Institutional Distribution front-line Teams have the training, resources, and support needed to maximize efficiency and adhere to business standards. As a member of the Institutional Sales Enablement team, you would also provide support on projects and systems enhancements as needed to ensure the successful achievement of business initiatives. You will foster a collaborative and mutually beneficial working relationship with partners across the organization to ensure the optimal implementation and support of projects and initiatives.

This individual is also responsible for overseeing and driving improvements in data quality in Salesforce.com. As the departmental data expert, they would also represent Institutional on the Data Governance Council and collaborate with partners across the organization to communicate and manage the downstream implications of data initiatives within Institutional. You will maintain a central knowledge database that empowers the Institutional front-line team and foster collaboration across teams to deliver impactful solutions.

How You'll Make an Impact

• Act as a trusted resource for championing new and existing tools, including innovative AI Solutions Identify and evaluate emerging AI- driven solutions that can streamline Sales workflows and boost productivity
• Champion AI innovation by promoting best practices, monitoring usage, and fostering a culture of continuous improvement
• Accountable for owning knowledge management of all Institutional Distribution processes and tools, ensuring information is clear, accessible and impactful Collaborate with subject matter experts to create and maintain engaging job aids and reference materials that empower the Institutional Distribution Team
• Develop an onboarding programme to deliver smooth, effective training on processes and tools
• Accountable for Salesforce.com data quality within Institutional Distribution Identify opportunities to enhance data quality through ad-hoc data gathering initiatives and improved data sources and/or systems and processes
• Proactively liaise with partners (including Data Analytics) on downstream implications of data initiatives within Institutional Distribution.
• Overseeing and driving improvements in data quality in Salesforce.com, ongoing data maintenance activities

What You'll Need

• Strong client service orientation with the ability to build relationships and navigate across the organization, working collaboratively within the team and across multiple business units.
• Self-starter who can proactively identify opportunities to leverage technology and process improvements to enhance business initiatives.
• Excellent interpersonal and communication skills (verbal and written).
• Strong detail orientation, planning, organization, analytical/problem solving skills
• Successfully manage multiple competing priorities and have a demonstrated ability to effectively assemble resources within the firm to achieve a common vision
• Strong technical skills and knowledge of data, tools and technology

What We're Looking For

• 3+ years of related experience required, sales operations and/or financial services experience is preferred
• Strong working knowledge of MS Office Suite, including Excel, required
• University degree required, or equivalent work experience
• Salesforce CRM experience is an asset
• Bilingualism in French/English, written and verbal, is an asset.

Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. Th