Business Development Representative (Calgary Office)

Fidelity Canada; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

Fidelity Canada is seeking a Business Development Representative in Calgary to support financial advisors in a consultative sales role. This position offers extensive training and growth opportunities within a dynamic team environment, focusing on developing strong sales skills and client relationships. Candidates should have a university degree and a keen interest in the investment industry.

Qualifications

• Completion of University degree (upcoming graduates encouraged to apply).
• Eager to learn about the investment industry and financial markets.
• Desire to develop strong consultative selling skills.

Responsibilities

• Participate in three weeks of in-depth training to learn business fundamentals.
• Interact directly with clients to provide exceptional customer service.
• Work with advisors to support investment strategies.

Skills

Consultative selling

Customer service

Self-discipline

Team collaboration

Education

University degree

Job description

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

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

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] .

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
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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