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 anRRSP 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.

Fidelity Canada is an equal chance 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 [email protected].

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:
Awards

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

Canadian HR Reporter’s Most Innovative HR Team

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📌 Institutional Sales Enablement Specialist Sr (Ontario)
🏢 Fidelity Canada
📍 Ontario