Regional Sales Coordinator at Fidelity Canada

Job Description

Please note

• Current work authorization for Canada is required for all openings.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
• This is a regular, full-time opportunity.
  
  

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

How You’ll Make An Impact

The Ontario Regional Sales Coordinator provides a variety of administrative support to the Regional Vice Presidents and Manager of Regional Sales for both Ontario West & East Regions. The incumbent interacts with all levels of the organization, as well as external clients or members of the public to provide information on behalf of the Regional Vice Presidents. In addition, the Regional Sales Coordinator plays a leadership role in promoting and maintaining the image of the Ontario Regional offices and the company as a whole.

Key Accountabilities

• Administrative Support
• Provides all aspects of administrative support to the Regional Vice Presidents, Managers Regional Sales and the Ontario regional sales offices.
• Develops and implements processes to ensure the efficient operation of the regional offices.
• Responds to internal and external inquiries and requests for information; interprets and explains policies and procedures.
• Coordinates, organizes and responds to correspondence.
• Manages the calendars for the RVP’s and MRS’s.
• Manages electronic and paper records for easy retrieval including operating policies and procedures.
• Processes invoices, travel arrangements.
• Reporting
• Prepares daily, monthly and quarterly reviews for RVP’s and MRS’s.
• Tracks wholesaler / inside wholesaler activity and prepares monthly reports for the RVP’s and MRS’s.
• Drafts reports and presentations, including charts, graphs and spreadsheets.
• Event Planning & Coordination
• Plans and coordinates meetings and regional events both on-site and off-site (e.g. monthly regional events, regional client events, etc.).
• Partners with Corporate Events team for national events as necessary.
• Human Resources
• Manage all aspects of MAC process
• New employee set-up, including equipment, phones, credit cards, business cards, etc.
• Inter-office moves.
• Computer access changes & terminations.
• Working Relationships
• Enhances working relationships by demonstrating interest in day-to-day activities, business goals, departmental issues and concerns of sales team members.
• Acts as first point of contact for sales team members.
• Keeps RVPs & MRSs up-to-date about office issues or concerns.
• Maintains confidentiality of departmental information.
  
  

What We Are Looking For

• Post-secondary degree or equivalent work experience.
• Minimum 2 years of experience working in the financial services industry is required.
• Administrative experience working with senior management is preferred.
• Completion of CSC/IFIC is an asset.
  
  

The Expertise You Bring

• Exceptional organizational skills.
• Knowledge of the mutual fund industry.
• Ability to be flexible and multi-task in a fast-paced environment.
• Strong integrity, with an emphasis on confidentiality.
• Ability to work well independently, as well as within a team.
  
  

Some of the ways we will help you feel valued and supported as part of our team

• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.
  
  

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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 [email protected].

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