Job Description

Please note:

• Current work authorization for Canada is required for all openings.

• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

• This is a regular, full-time opportunity.

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.

How You’ll Make an Impact

As a Sales Enablement Specialist Sr., you will play a critical role in driving the adoption an effective use of sales processes and tools within the Advisor Sales division. Working closely with L&D, business partners, and cross-functional teams, you’ll ensure Sales Teams have the training, resources, and support needed to maximize efficiency and adhere to business standards.

You will lead and represent Sales on strategic projects and initiatives, champion technology and AI innovation, and maintain a central knowledge database that empowers the Sales team. Additionally, you’ll support the Manager, Sales Enablement, and foster collaboration across teams to deliver impactful solutions.

Primary responsibilities:

1. 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.

• Lead the effort in ensuring the Sales Team is well trained and equipped with clear, actionable resources to maximize tool effectiveness.

• Champion AI innovation by promoting best practices, monitoring usage and fostering a culture of continuous improvement.
   

2. Accountable for owning knowledge management of all sales processes and tools, ensuring information is clear, accessible and impactful.

• Collaborate with subject matter experts to create and maintain engaging job aids, Vidyards and reference materials that empower the Sales Team.

• Build and create a central hub on Salesforce and inSite, making it easier for Sales to find resources.

• Enhance the onboarding experience by partnering with L&D and Sales.

• Enablement to deliver smooth, effective training on processes and tools.

• Drive adoption on continuous improvement by identifying opportunities for training and championing best practices across the Sales group.
   

3. Lead strategic projects and initiatives on behalf of the Sales Enablement Team, ensuring alignment with business priorities

• Represent the needs of the Sales Teams for projects related to Advisor Sales.

• Document the project scope, process improvements and technical requirements, partnering with L&D to develop training materials for successful implementation and rollout.

• Communicate effectively by providing timely, relevant updates to stakeholders, sponsors and committees (including Sales Management and other key groups).
   

4. Deliver structured support to Sales and business partners through proactive communication, best practice sharing and seamless coordination of meetings

• Engage with the BDA Council to share insights, promote tool and process adoption and create an open forum for feedback from the council.

• Own meeting coordination by managing recurring and ad-hoc Sales meetings, crafting agendas that drive focus and results.

• Serve as the central point of contact via the team mailbox, ensuring timely, professional responses to inquiries and maintaining a high standard of service.

What We Are Looking For

• University degree or equivalent work experience.

• Minimum 3 years of related experience in sales operations and/or financial services.

• CRM experience required.

• Strong knowledge in MS Office Suite, including Excel.

• Bilingualism in French/English, written and verbal, is an asset.

The Expertise You Will Bring

• 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).

• Detail-oriented, organized, paying attention to order, process and accuracy.

• Successfully manage multiple competing priorities and have a demonstrated ability to effectively marshal resources within the firm to achieve a common vision.

• Resourceful and inquisitive in solving problems and assessing the needs of the business and our internal customers.

• Flexible and able to quickly adapt to changing business needs and a dynamic environment.

• Strong technical skills and knowledge of data, database, application and system architecture and design processes and tools.

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: A competitive annual range of $70,000 to $80,000, based on your experience and qualifications.

• Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.

• 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.
 

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements.

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.

• Parental leave top-up to 100% of your salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.

• Diversity and inclusion programs, including an active network of Employee Resource Groups.

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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 [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 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    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