Business Development Representative (Calgary Office)

Fidelity International; Calgary; Hybrid; CAD 54,000 - 66,000; Full time

Benefits offered by this job

RRSP contribution

Competitive compensation package

Job summary

Fidelity Investments Canada Inc. is seeking a Business Development Representative to join our B2B sales team. You will learn the fundamentals of financial sales, partner with financial advisors, and build a foundation in investment products and market analysis.

The role includes three weeks of training, direct client interaction, and opportunities to advance into more senior sales roles. You will develop consultative selling skills, work independently and with teams, and contribute to helping

Qualifications

• University degree completed or upcoming graduates encouraged to apply.
• Interest in investment industry and financial markets.
• Desire to develop strong consultative selling skills to understand client needs.
• Ability to work independently and in a dynamic team.
• Self-discipline and focus.
• Fluency in French required for Montreal office.

Responsibilities

• Participate in three weeks of in-depth training to learn the fundamentals of our business.
• Interact directly with clients to understand their business and provide exceptional service.
• Work with advisors and investors to support their short- and long-term investment strategies.
• Develop yourself through sales mentorship programs, peer-to-peer learning, and ongoing coaching opportunities within the team.

Skills

Consultative selling

Independent work

Self-discipline

Eager to learn

French (Montreal)

Education

University degree

Job description

Who we are

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.

About the Role

The Business Development Representative role provides 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 as it relates 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 and develop a broad range of skills. Our extensive, top‑notch training is designed to teach you everything you need to know to help you excel in your current role and ensure that you are well‑positioned for success as you seamlessly progress into more senior sales roles. Since 2016, 100% of our senior business development positions have been filled exclusively through internal promotions - a commitment to employee growth unparalleled within the industry.

How you'll make an impact

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

What we are looking for

• Completion of University degree (upcoming graduates are encouraged to apply)


• 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


• Fluency in French is required if you are interested in working in our Montreal office

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow. For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $54,000 to $66,000, based on your experience and qualifications.


• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. OR This posting represents a future vacancy or multiple future vacancies within our organization. Current work authorization for Canada is required for all openings.

Why Work at Fidelity?

We are proud to be recipients of the following:

• 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

Fidelity Canada Equal Opportunity Statement

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 [e-mail].

About Us

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 here. We’re excited you’re considering Fidelity for your career plans.

Work Arrangement

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current Work Authorization

Current work authorization for Canada is required for all openings.