We are looking for individuals interested in immediate opportunities to join our sales team.
We are constantly seeking opportunities to develop our sales talent and continue our sales success. Our goal is to hire aspiring sales talent into our Business Development Associate roles and give them the tools and support to help them become successful Business Development Managers (BDMs) and ultimately Wholesalers.
We help investment advisors help their clients.
The Fidelity Advisor business provides Fidelity mutual funds to investors through a network of third-party brokers and financial advisors. As a mutual fund manufacturer, Fidelity strives to provide a complete line of products and services which meet the needs of all investors seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support investment professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.
The Purpose of Your Role
An integral member of the territory sales team, the BDA works in partnership with the BDM and Wholesaler to ensure the effective and efficient implementation of the territory sales plan.
The Value You Deliver
Assisting in the preparation of reports and fund proposals for internal partners and investment advisors
Coordinating and participating in corporate and social events with industry professionals
Assisting with co-op marketing and compliance administration efforts
Managing the continuous data integrity process for internal sales reporting requirements including preparing and revising presentations, reports and databases
Providing administrative support to the Wholesaler
What You Can Expect From Us:
Great earning potential
Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
Participate in a robust development program specifically designed to prepare you for a sales career in the mutual fund industry
Learn directly from top tier sales professionals through on-going participation in regional team meetings, an annual National Sales Summit and more going training
Regularly interact with industry professionals in both corporate and social settings
What We’re Looking For
University degree, preferably in a business/finance related field
At least 1 year of experience in a sales and/or customer focused position in the financial services industry
Passionate about the financial markets and a career in sales
The Skills You Bring:
Interest in capital markets
Completion of, or enrolment in, a financial services industry program (e.g. CSC, CFA, CFP, CIM, etc.)
A self-confident, friendly and pro-active personality
Energy, focus and drive to achieve results
Sales aptitude with a strong desire to make things happen
Ability to build credibility and rapport with clients in person and over the phone
Strong verbal and written communication skills to build on relationship/networking skills
Ability to organize and prioritize work load and competing demands
Polished and professional personal presentation
Highly motivated and eager to learn
Ability to work in a team as well as independently in a fast paced environment
Why work at Fidelity?
Here are just a few reasons:
- Canada’s Top Employers for Young People (2017)
- Canada's Top Employers 2017
- Greater Toronto’s Top 2017 Employers
- 2016 National HR Awards
- Best Corporate Social Responsibility Program
- Venngo Healthy Workplaces Award
- Employee Engagement Award
- Environics Advisor Perception Study 2016
- #1 “Overall Fund Company” – Eleven years running.
#1 (or tied for #1) in all major categories, including:
- Back Office/Administration
- Sales and Marketing
- Wholesaler and Inside Sales Performance