Learning & Development Specialist

International Financial Data Services (IFDS); Toronto; Hybrid; CAD 63,000 - 79,000; Full time

Job summary

IFDS Canada in Toronto is seeking a Learning & Development Specialist to design and deliver training programs for Business Operation staff, including Processing and Call Center functions. You will work with subject matter experts to develop onboarding materials and high-quality learning solutions.

The role requires strong facilitation, organization, and communication skills, plus proficiency with Articulate 360 and Teams.

Qualifications

• Post-secondary education in learning and development, adult learning, instructional design, or related field.

Responsibilities

• Design and update instructional content using adult learning principles and design standards.

Skills

Facilitation

Presentation

Communication

Problem-solving

Organization

Independence

Learning mindset

Education

Post-secondary education in learning and development

Professional Certification in Adult Education

Tools

Articulate 360

LMS

Microsoft Teams

Job description

Who We Are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Permanent

Department: KM Documentation (220)

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Number of Positions: 3

Who We Are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview

The Learning & Development Specialist is primarily responsible for the development and delivery of comprehensive training programs for Business Operation staff, including Processing and Call Center functions.

The Learning & Development Specialist will support the development of high-quality learning solutions using adult learning best practices. Working collaboratively with internal clients and subject matter experts, the incumbent will provide onboarding support and address knowledge gaps for performance and effectiveness. Success in this role requires strong organizational, communication, facilitation, and troubleshooting skills along with a commitment to continuous learning and professional development.

Role Responsibilities

Design and Development

• Update and maintain instructional content using adult learning principles and design standards while ensuring accuracy, consistency, and alignment with business requirements.
• Design learning materials and training solutions for defined business needs under general guidance.
• Develop supporting materials for remote and classroom learning programs, including lesson plans, facilitator guides, learner materials, practical exercises, and engaging activities.
• Create professional instructional materials for self-paced learning, including e-learning, videos, training scripts, quizzes, and job aids.
• Develop learning exercises, simulations, test cases, and assessments that reinforce key concepts and support skill development through practical application.
• Actively collect learner feedback and training metrics to identify gaps and opportunities for improvement.

Facilitation

• Deliver standard training courses, maintain training records, and conduct post-session reviews with stakeholders to improve learning effectiveness and streamline training delivery.
• Facilitate classroom learning by leveraging effective facilitation techniques, such as leading group and individual activities, asking questions to guide discussion, redirecting participants toward task completion, and maintaining professionalism while managing overall class dynamics.
• Coordinate logistics for learning events and prepare training resources, including test cases and TRAIN environments.

Teamwork and Partnership

• Manage assignments, communicate progress to team members, and seek or provide assistance as needed.
• Contribute to team goals and participate in continuous improvement initiatives.
• Build and maintain effective working relationships with learners, subject matter experts, and business stakeholders.
• Follow established processes and guidelines while seeking guidance and support from team members.

Technology Skills

• Create eLearning modules using Articulate 360 or other authoring tools.
• Maintain and enhance test cases to support training activities.
• Configure and manage TRAIN environments for test scenarios.
• Maintain learning assets, records, and course information within the Learning Management System (LMS).
• Maintain and improve the questions database in Clever Nelly.

Minimum Qualifications

Critical Requirements

• Post-secondary education in learning and development, adult learning, instructional design, or related field.
• 1-3 years of experience coordinating, facilitating, and delivering learning and development programs.
• A Professional Certification in Adult Education is an asset.
• Proficiency in Articulate 360 or similar eLearning authoring tools is required.
• Advanced skills in web conferencing tools and calendaring capabilities, such as Microsoft Teams.
• Highly effective facilitation, presentation, and communication skills.
• Ability to present business and technical concepts plainly and simply.
• Problem-solving, troubleshooting, and support skills.
• Continuous learning mindset and commitment to professional development.
• Organizational skills and ability to work on projects independently.
• A high level of initiative and motivation.

Beneficial Requirements

• Knowledge of the mutual fund or financial services is an asset.
• Business processing or quality control experience on iFast is an asset.

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 63,000 - 79,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job‑related knowledge, and other specific business needs.

IFDS Provides

• Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
• Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
• Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
• Inclusive Culture: Our inclusive work environment supports equity and values diversity
• Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
• Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs

Section: Client Experience Operations