Job Description Institutional Sales Enablement Specialist Sr

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.

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.

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.

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

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

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.

Strong detail orientation, planning, organization, analytical/problem solving skills.

Strong technical skills and knowledge of data, tools and technology.





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.

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.

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.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. No telephone inquiries or agencies please. Canada's Top Employers for Young People

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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. 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. Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. Click for a detailed data protection and privacy statement.

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📌 Senior Sales Representative Full Time (Toronto)
🏢 Fidelity International
📍 Toronto