Business Development Representative

About Us

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 variety 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, comprising portfolio managers, research analysts, traders, and more. FIC has over 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 offers 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 related 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 while developing a broad range of skills. Our extensive, top-notch training is designed to equip you with the knowledge to excel in your current role and ensure you are well-positioned for success as you progress into more senior sales roles.

Since 2016, 100% of our senior business development positions have been filled exclusively through internal promotions, demonstrating our commitment to employee growth.

What you will be doing:

• Participate in three weeks of in-depth training to learn the fundamentals of our business and enhance your investment and product knowledge through industry-leading training.
• Interact directly with our clients, understanding their business, and what it means to provide exceptional customer service.
• Address questions from investment professionals, their support teams, and investors, putting your knowledge into practice.
• Work directly with advisors and investors to support their short-term and long-term investment strategies.
• Engage in sales mentorship programs, peer-to-peer learning, and ongoing coaching opportunities.

What it leads to:

• Collaborating with a District Vice President (external wholesaler) and a Business Development Manager (inside wholesaler) to increase market share in a geographic territory.
• Participating and hosting client events.
• Joining Fidelity’s Sales Development Program, including training on communication & presentation skills, sales & prospecting, objection handling, and business etiquette.

What you will need to have:

• Completion of a University degree (upcoming graduates are encouraged to apply).
• Eagerness to learn about the investment industry and financial markets.
• Desire to develop strong consultative selling skills to meet client investment needs.
• Ability to work independently and within a dynamic team in a fast-paced environment.
• Self-discipline and ability to maintain focus.
• Fluency in French is required for the 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.

Fidelity Canada is an equal opportunity employer committed to fostering a diverse and inclusive workplace.

Why Work at Fidelity?

Awards

• Canada's Top 100 Employers

• Great Place To Work Certified

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

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