Institutional Sales Enablement Specialist Sr

Fidelity International; Toronto; Hybrid; CAD 79,000 - 90,000; Full time

Benefits offered by this job

Base salary plus target bonus

Job summary

Fidelity Canada seeks 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 equip frontline staff with training, resources and support.

You’ll steward Salesforce data quality, contribute to the Data Governance Council, and help create knowledge content and onboarding programs that boost efficiency and ensure policy alignment.

Qualifications

• 3+ years of related experience in sales operations or financial services.
• Strong MS Office and Excel skills required.
• Bachelor's degree or equivalent work experience.
• Bilingualism in French/English is a plus.

Responsibilities

• Drive adoption of sales processes/tools and AI solutions.
• Identify opportunities to improve workflows and productivity.
• Own knowledge management for Institutional Distribution processes.
• Collaborate with SMEs to create job aids and reference materials.
• Develop onboarding programs for new tools and processes.
• Ensure Salesforce data quality and governance participation.

Skills

Client service orientation

Self-starter

Interpersonal communication

Detail oriented

Multitasking

Technical data skills

Education

University degree or equivalent

Tools

Salesforce CRM

MS Office Suite (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. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow. For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $79,000 to $90,000 based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

Fidelity Canada is an equal opportunity employer. Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally‑protected ground.

Accommodation during the application process. Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail]. No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us. Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail]. Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement.