Student, National Accounts & Sales Enablement (Winter 2027)
Fidelity Canada
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Benefits offered by this job
Job summary
Fidelity Canada is seeking a student for National Accounts & Sales Enablement. The role emphasizes assisting in client materials, notes for PMs, and supporting sales initiatives.
You will gain exposure to portfolio management and external client interactions within a flexible hybrid schedule in Canada. The position requires a university student with finance/commerce/economics/business focus, strong Excel skills, and full-time availability for the term.
Qualifications
- Working toward a university degree with a finance/commerce/economics/business focus.
- Interest in the financial industry and capital markets.
- Ability to manage short-term database projects and support sales initiatives.
- Ability to identify and qualify sales opportunities via competitive intelligence.
- Full-time availability for the duration of the term; advanced Excel skills required.
Responsibilities
- Assist with preparing, organizing and presenting materials for external clients and internal partners.
- Help organize and take notes for Portfolio Managers and Subject Matter Experts.
- Support sales and internal partners with product/process questions.
- Collect data for Fidelity’s CRM system and support ad hoc projects.
- Conduct industry analysis to uncover new business opportunities for Fidelity.
Skills
Education
Tools
Job description
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
Fidelity offers you the chance to build a career, develop professionally and explore different career paths throughout the company. Students are placed into an area of interest and will be provided with a mentor to support them throughout their journey. We offer our students an extensive training program to help enhance skills in communication, public speaking, networking, business etiquette and emotional intelligence. Fidelity proudly supports various non-profit organizations and provides students with the opportunity to volunteer to make a difference in their community. You’ve worked hard to prepare yourself for a great career. No matter what your undergraduate degree is in, there is an opportunity for you at Fidelity.
As a student in National Accounts & Sales Enablement, you will be working closely with the National Accounts and Sales Enablement teams in maintaining their high level of client servicing as well as assisting in identifying new business opportunities to further drive the business forward.
- Assist with preparing, organizing and presenting materials and presentations for external clients and internal partners.
- Assist with organizing and taking notes for Portfolio Managers and Subject Matter Experts.
- Assist sales and internal business partners to answer questions about products and processes.
- Assist with data collection and accuracy for Fidelity’s CRM system
- Ad hoc projects, as required.
- Research external dealer platforms to uncover new business opportunities for Fidelity.
- You are working towards a university degree with a concentration in finance, commerce, economics, or business
- You have a keen interest and knowledge of the financial industry and capital markets
- You can manage short term database projects and assist in various sales initiatives
- You can identify and qualify sales opportunities by gathering competitive and marketplace intelligence
- You must also be available on a full-time basis for the duration of the term
- You are proficient in Microsoft Office, including Excel, Word, and PowerPoint with advanced Excel skills required
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The undergraduate hourly rate ranges from $23.00 to $27.00, based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agility required for this role. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting is for an existing vacancy within our organization
Current work authorization for Canada is required for all openings.
We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last ten years.
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.
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 FidelityCanadaStaffing@fidelity.ca.
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