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Business Development Representative
Fidelity Canada
- Calgary, Alberta, Canada
- Calgary, Alberta, Canada
About
Who we are
Established in 1987, Fidelity Investments Canada Inc. (FIC), provides Canadian investors with a full range of mutual funds, ETFs and alternative funds. Fidelity funds are available through a number of channels, including financial planners, investment dealers, banks and insurance companies.
FIC manages over $198 billion (CAD) in mutual fund and institutional assets, as of December 15, 2020. This includes $41 billion in assets for institutional clients, including public and corporate-defined benefit pension plans, endowments, foundations and corporate assets on behalf of clients across Canada.
The Investment Management team focuses on research analysis and delivering strong returns, and is comprised of portfolio managers, research analysts, traders and more.
FIC has more than 1000 full time employees and is headquartered in Toronto, with regional offices in Montreal, Calgary, and Vancouver.
About The Role
The Business Development Representative role provides a progressive opportunity to develop a successful career in consultative financial sales at Fidelity Investments. As part of a business-to-business (B2B) model, our sales team partners with financial advisors to support their business as it relates to financial markets, portfolio construction and analysis, financial products, product comparisons, world events, etc.
As a Business Development Representative, you will learn the fundamentals and operations of our business and develop a broad range of skills. Our extensive, top-notch training is designed to teach you everything you need to know to help you excel in your current role and ensure that you are well-positioned for success as you seamlessly progress into more senior sales roles.
Since 2016, 100% of our senior business development positions have been filled exclusively through internal promotions - a commitment to employee growth unparalleled within the industry.
How You'll Make An Impact
Participate in three weeks of in-depth training to learn the fundamentals of our business and round out your investment and product knowledge through industry leading training offered by subject matter experts in the field.
Interact directly with our clients, learning about their business, and what it means to provide an exceptional customer service experience.
Address questions from investment professionals, their support teams and investors, having the opportunity to put what you learned into practice.
Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
Develop yourself through sales mentorship programs, peer-to-peer learning, and ongoing coaching opportunities within the team.
What It Leads To
Collaborating with a team including a District Vice President (external wholesaler) and Business Development Manager (inside wholesaler) to increase market share in a geographic territory
Participating and hosting client events
Participation in Fidelity's Sales Development Program, which includes training delivered by experts in their respective fields on communication & presentation skills, sales & prospecting, objection handling, and business etiquette
What We Are Looking For
Completion of University degree (upcoming graduates are encouraged to apply)
Eager to learn more about the investment industry and financial markets
A desire to develop strong consultative selling skills to understand unique client investment needs and help them meet those needs through a wide range of solutions
The ability to work independently and on a dynamic team in a fast-paced environment
Self-discipline and the ability to stay focused
Fluency in French is required if you are interested in working in our Montreal office
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.
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 $50,000 to $61,000, 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 multiple future vacancies within our organization.
Current work authorization for Canada is required for all openings.
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.
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
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Canada's Top Employers for Young People
Great Place To Work Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
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
Languages
- English
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