Client Training Consultant
Core
Deliver comprehensive training and support to brokerage firms on Fidelity Clearing Canada's technology platform, products, and services, including facilitating advisor transitions.
Role type
Client Training Consultant
Builds
Client education programs, training materials, and advisor transition support for the FCC platform
Domain
Financial Services / Clearing and Custody
Deliverable
client delivery
Required skills
adult learning principles, project management, executive communication, summarization and simplification of technical concepts, problem-solving in high-stress situations, knowledge of brokerage/custodian industry
Preferred skills
certificate in adult education, Canadian Securities Course (CSC)
Technologies
FCC technology platform, client-facing applications
Responsibilities
Deliver training to new and existing clients via train-the-trainer approach, create training materials with subject matter experts, support advisor transitions and account transfers, coordinate training sessions and resources, implement continuous improvement methodologies, conduct post-training surveys
Seniority
Mid-Senior level (5+ years experience)
