Business Development Representative Job

Fidelity Investments was founded by the Johnson Family in Boston, Massachusetts in 1946 and has remained a private, independent, and research-driven company since.  In 1987, Fidelity Investments Canada Inc. (FIC), was established to provide 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.

With close to $200B under management, Fidelity Canada is a leading provider of financial services. We help Canadians reach their investment and savings goals.

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish.

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:

• 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 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

• A desire to learn and apply strong consultative selling skills to understand unique client investment needs and help them meet those needs through a wide range of solutions
• An entrepreneurial spirit and an eagerness to keep learning
• 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

Fidelity Canada is anequal opportunity employer 

Fidelity Canada is committed to fostering adiverse and inclusive workplace. We will consider all qualified applicants foremployment regardless of race, color, religion, sex, sexual orientation, genderidentity or expression, national or ethnic origin, age, disability, familystatus, protected veterans’ status, Aboriginal/Native American status or anyother legally-protected ground. 

Accommodation duringthe application process

Fidelity Canada welcomes and encouragesapplications from people with disabilities. Accommodations are available onrequest for candidates taking part in the selection process. If you require anaccommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiriesor agencies please. We thank all applicants for their interest, please beadvised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to berecipients of the following:

Awards

• Canada’s Top 100 Employers (5th consecutive year) 2021
• Greater Toronto’s Top Employers (9th consecutive year) 2021
• Canada’s Top Family Friendly Employer (4th consecutive year) 2021
• Imagine Canada, Caring Company
• Canada’s Top Employer For Young People 2021
• National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
• Workplace Benefits Awards – Health and Wellness Program
• Canadian Compassionate Companies Award

Designations

• A Canadian Compassionate Company
• An Imagine Canada Caring Company