Client Training Consultant

Job Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. 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. What We Do: Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. For more information about Fidelity Clearing Canada, please visit Role Overview: The Client Training Consultant is part of the FCC Product Solutions team and reports to the Manager Client Training. The Client Training Consultant provides FCC’s client firms (new as well as existing) with the training and support needed to gain knowledge and understanding of the FCC technology platform, new features, or functionality as well as services offered in conjunction with the platform. Paramount for this role is the delivery of comprehensive yet simple, innovative, and effective client training sessions and documentation targeting a multitude of user segments in a highly professional manner. This is expected to be accomplished through strong internal and client partnerships as well as leveraging industry best practices with a focus on continuous improvement. The Client Training Consultant is responsible to ensure that clients are fully educated on how to use FCC's products and services through training efforts for FCC's client base virtually, onsite and at the client site. In addition, the Client Training Consultant provides support for advisor transitions for existing client firms to transfer accounts and business to the FCC platform. This job requires flexible working conditions. Travel (incl. weekends) is required. What You Will Do: Deliver effective training to new and existing clients on how to use FCC's products and services, primarily through a train the trainer approach, in-person, online or in-person on client site. Create training and product education collaborating with subject matter experts across the organization to ensure training is accurate and up-to-date and aligned with the company’s goals and objectives. Attendance and active participation in product sprint reviews and product/feature launch conversations Provide support and training where deemed necessary on FCC applications offered to clients. Coordinate training sessions and ensure all necessary instructional materials, technology, and sites are available. Support for advisor transitions/client acquisitions. Provide support through training and facilitation of advisor transitions to the FCC platform. Assist transitioning advisors/branches with account opening coordination and transfer of asset coordination alongside training on the FCC technology platform Use of continuous improvement methodologies to continually search newly established industry best practices and implementation of the same. Proactively improves and/or eliminates ineffective processes to enhance customer service and delight clients. Understand business models across the FCC client base, build trusting relationships with clients and effectively represent FCC Product Solutions internally as well as externally. What We’re Looking For: 5+ years’ experience in a client account management role or training role within the financial services industry, preferably within the brokerage/carrying/custodian industry Completion of post-secondary education or equivalent work experience Proven project management experience Experience communicating with executive-level clients and senior-level managers Enrolment or completion of a certificate in adult education is an asset Completion of Canadian Securities Course (CSC) is an asset Expertise You Bring: Understanding of summarization and simplification techniques. Ability to explain complex technical concepts and details in simple, clear language appropriate to different target audiences. Excellent communication (written and verbal) and interpersonal skills to build trusting and professional relationships with internal stakeholders and clients alike. Strong influencing skills as well as being highly flexible and adaptable to differing audiences and circumstances. Being bold and taking charge responsibility areas. Attention to detail to ensure accuracy and consistency of created material and information provided during training sessions. Ability to problem-solve in high-stress situations. Diagnose and solve problems that arise during training sessions and anticipate potential challenges and develop solutions in advance. Knowledge of adult learning principles, understand how adults learn, including the importance of engaging and interactive training sessions. Some of the ways we’ll help you feel valued and supported as part of our team: Flexible working arrangements - 100% remote, hybrid, and in office options 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, that include up to $6000 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 2 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. 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 $111,000 to $129,000 based on 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 . • Successful delivery of agreed upon training plan to new and existing correspondents maintaining applicable deadlines • Clients have a comprehensive understanding of FCC technology and client facing applications. • Use of state-of-the-art training methodologies • Make recommendations to clients for best practices and additional product utilization. • Clients are effectively using the tools • Conduct surveys after training programs have run • Positive feedback from clients 2. Create training and product education collaborating with subject matter experts across the organization to ensure training is accurate and up-to-date and aligned with the company’s goals and objectives. Measures: • Attendance and active participation in product sprint reviews and product/feature launch conversations • Creation of training scripts and reference materials (including but not limited to e-learning, policies and procedures, user guides, workflows, and presentations). • Provide management with a written training plan, training agenda, daily log, post-event write-up and survey distributions for the various events (onboarding, conversions, product releases etc.). 3. Coordinate training sessions and ensure all necessary instructional materials, technology, and sites are available. Measures: • Timely and effective training sessions • Satisfied clients, positive feedback • Excellent understanding of training technology 4. Support for advisor transitions/client acquisitions. Provide support through training and facilitation of advisor transitions to the FCC platform. Measures: • Assist transitioning advisors/branches with account opening coordination and transfer of asset coordination alongside training on the FCC technology platform. • Maintain an implementation checklist and schedule to map out requirements. Preparation of progress report/transition summary for FCC and client usage. • Ensure a maximum productivity is reached quickly and with little disruption to investors. • Proactively interact with clients and other internal stakeholders as applicable and follow up as needed to ensure that all the necessary information is received. 5. Use of continuous improvement methodologies to continually search newly established industry best practices and implementation of the same. Proactively improves and/or eliminates ineffective processes to enhance customer service and delight clients. Measures: • Reduced rework and complexity for clients, handoffs and wait time, improved processes, cost savings • Increased training attendance throughout provided programs • Regular updates on standards and training technology in the market • Networking across the Fidelity organization 6. Understand business models across the FCC client base, build trusting relationships with clients and effectively represent FCC Product Solutions internally as well as externally. • Understanding of clients’ needs for training • Providing valuable input/insight into training program design and delivery • Proactively suggest addressing training gaps if they become apparent • Build standardized approach to close potential gaps, implement and deliver agreed upon approach. Skills and Knowledge 1. Understanding of summarization and simplification techniques. Ability to explain complex technical concepts and details in simple, clear language appropriate to different target audiences. 2. Excellent communication (written and verbal) and interpersonal skills to build trusting and professional relationships with internal stakeholders and clients alike. 3. Strong influencing skills as well as being highly flexible and adaptable to differing audiences and circumstances. 4. Being bold and taking charge responsibility areas. 5. Attention to detail to ensure accuracy and consistency of created material and information provided during training sessions. 6. Ability to problem-solve in high-stress situations. Diagnose and solve problems that arise during training sessions and anticipate potential challenges and develop solutions in advance. 7. Knowledge of adult learning principles, understand how adults learn, including the importance of engaging and interactive training sessions. 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 . 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