Business Development Representative - Toronto, Canada - Fidelity Investments

Fidelity Investments

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description

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 number of channels, including financial planners, investment dealers, banks and insurance companies.

FIC manages over $168 billion (CAD) in mutual fund and institutional assets, as at 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 Business Development Program

The Business Development Program is a progressive opportunity to develop your successful career in financial sales at Fidelity Investments.

At Fidelity, we work in a business-to-business (B2B) model where our sales team act as consultants and build relationships with financial advisors to support their business as it relates to financial markets, portfolio construction and analysis, financial products, product comparisons, world events, etc.

In the Business Development Program, you will learn the fundamentals and operations of our business, the foundation for strong relationships with our retail clients.

We have seen many of our team members transition seamlessly into their next promotion thanks to the knowledge and experience they gain in the Business Development Program.

Since 2016, 100% of our Business Development Managers and District Vice Presidents (Wholesaler) positions have been filled by internal promotions from those who have participated in our Business Development program - proof that we support and develop the best sales professionals in the industry

Whether you have in-depth knowledge of the mutual fund industry or are still educating yourself on what an ETF is, our extensive, top-notch training is designed to teach you everything you need to know.

What you will be doing:

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 shortterm and longterm investment strategies.
Develop yourself through sales mentorship programs, peertopeer 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 entertainment events
Opportunity to participate in Fidelity's Sales Development Program which includes continued training on progressive skills including presentation skills, prospecting skills, storytelling, etc.

What you will need to have:

Completion of University degree (upcoming graduates are encouraged to apply)
Eager to learn more about the investment industry and financial markets
An entrepreneurial spirit and an eagerness to keep learning
The ability to work independently and on a dynamic team in a fastpaced environment
Selfdiscipline and the ability to stay focused
Fluency in French is required if you are interested in working in our Montreal office
The successful incumbent will be working a hybrid working arrangement._
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.

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