Business Development Representative (Calgary Office)

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.

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.

• 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.

• 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

• 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.

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:

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.

OR

This posting represents a future vacancy or multiple future vacancies within our organization.

Current work authorization for Canada is required for all openings.

“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.”

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.

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 FidelityCanadaStaffing@fidelity.ca.

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.

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o    Greater Toronto's Top Employers 
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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