Permanent

Department: Ops Shared Services (830)

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Number of Positions: 1

Who We Are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview

The Learning & Development Specialist is primarily responsible for the development and delivery of comprehensive training programs for Business Operation staff, including Processing and Call Center functions.

The Learning & Development Specialist leads the development and delivery of high-quality learning solutions using adult learning best practices. Working collaboratively with internal clients and subject matter experts, the incumbent identifies learning needs, leads training initiatives, and implements solutions that address knowledge gaps and support business objectives.

Success in this role requires strong organizational, communication, facilitation, project management, and problem-solving skills, along with the ability to manage multiple priorities and stakeholders.

Role Responsibilities

Design and Development

Lead learning initiatives by conducting needs assessments, defining objectives, capturing scope and requirements, identifying risks and dependencies, recommending solutions, setting milestones, managing expectations, and evaluating effectiveness.
Develop learning content for remote and classroom training including lesson plans and scripts, participant materials, practical exercises, and engaging activities.
Create professional instructional materials for self-paced learning (e-learning, videos, training scripts, quizzes, job aids, etc.)
Develop learning exercises, simulations, test cases, and assessments that reinforce key concepts and support skill development through practical application.
Actively collect learner feedback and training metrics to identify gaps and opportunities for improvement.

Facilitation

Facilitate complex, high-impact training programs by adapting delivery methods to learner needs and business requirements.
Facilitate classroom learning by leveraging effective facilitation techniques, such as leading group and individual activities, asking questions to guide discussion, redirecting participants toward task completion, and maintaining professionalism while managing overall class dynamics.
Provide support and follow-up to learners and business partners following training activities.
Coordinate logistics for learning events and prepare training resources, including test cases and TRAIN environments.

Teamwork and Partnership

Work independently and exercise judgment to plan, prioritize, and deliver learning programs.
Lead cross-functional initiatives involving multiple stakeholders and communicate project status effectively.
Provide onboarding and support to new L&D specialists.
Document team standards, streamline team processes, and recommend process improvements.

Technology Skills

Evaluate, recommend, and implement improvements to technologies, processes, and assets to enhance learner experience and operational efficiency.
Create eLearning modules using Articulate 360 or other authoring tools.
Maintain and enhance test cases to support training activities.
Configure and manage TRAIN environments for test scenarios.
Optimize and maintain learning assets in the Learning Management System (LMS) and SharePoint to support learning delivery and operational effectiveness.
Collaborate with stakeholders to maintain user records in Clever Nelly and continuously improve the questions database in the tool.

Minimum Qualifications

Critical Requirements

Post-secondary education in learning and development, adult learning, instructional design, or a related field.
4-7 years of experience leading learning projects and conducting training needs assessments.
A Professional Certification in Adult Education is an asset.
Proficiency in Articulate 360 or similar eLearning authoring tools is required.
Advanced skills in web conferencing tools and calendaring capabilities, such as Microsoft Teams.
Highly effective facilitation, presentation, and communication skills.
Ability to present business and technical concepts plainly and simply.
Problem-solving, troubleshooting, and support skills.
Continuous learning mindset and commitment to professional development.
Organizational skills and ability to work on projects independently.
A high level of initiative and motivation.

Beneficial Requirements

Knowledge of the mutual fund or financial services is an asset.
Business processing or quality control experience on iFast is an asset.

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 68,000 - 86,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides

Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
Inclusive Culture: Our inclusive work environment supports equity and values diversity
Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs

Section: Client Experience Operations

International Financial Data Services (IFDS)

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