Client Training Consultant (Fintech)

Location: Flexible hybrid schedule based at 483 Bay Street in Toronto until approximately late 2026, then at the new Mississauga office. Travel, including weekends, is required. Current work authorization for Canada is required.

Salary: CAD 111,000–129,000 total annual cash compensation, including base salary and target performance bonus.

Company

Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services to Canadian brokerage firms and the Canadian brokerage arms of U.S.-based firms.

What you will do

• Deliver virtual, in-person, and client-site training on FCC products, services, applications, and technology platforms.
• Create training scripts, user guides, workflows, presentations, e-learning, and other product education materials with subject matter experts.
• Coordinate training sessions, instructional materials, technology, sites, agendas, logs, reports, and post-training surveys.
• Support advisor transitions and client acquisitions through training, account-opening coordination, asset-transfer coordination, implementation checklists, and progress reporting.
• Participate in product sprint reviews and feature launches, and provide training support for new functionality.
• Identify industry best practices, improve ineffective processes, and build strong relationships with client firms and internal stakeholders.

Requirements

• 5+ years of experience in client account management or training within financial services, preferably brokerage, carrying, or custody.
• Post-secondary education or equivalent work experience.
• Proven project management experience.
• Experience communicating with executive-level clients and senior managers.
• Ability to explain complex technical concepts clearly to different audiences and solve problems during high-stress training situations.
• Knowledge of adult learning principles, with strong written, verbal, interpersonal, influencing, adaptability, and attention-to-detail skills.

Nice to have

• Enrollment in or completion of an adult education certificate.
• Completion of the Canadian Securities Course (CSC).

Culture & Benefits

• Flexible working arrangements, including remote, hybrid, and in-office options within the role’s Canada-based framework.
• Company RRSP contributions after six months without requiring employee matching.
• Employer-paid health benefits from the first day, including up to CAD 6,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks and generous paid time off, including two annual volunteer days.
• Professional development through more than 11,000 courses, tuition reimbursement, and rewards for completing required designations.
• Diversity and inclusion programs, employee resource groups, and a people-centric workplace.