Business Development Representative

Overview

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.

Specific Skills

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

Responsibilities

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 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