Fidelity Canada is a leading investment management company that offers a diverse range of financial products and services. The Business Development Representative role is focused on consultative financial sales, where the representative will engage with financial advisors to support their business needs and develop essential sales skills through comprehensive training.
Responsibilities
- 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
- 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
Skills
- 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
- Current work authorization for Canada is required for all openings
Benefits
- Performance Bonus Eligible for a discretionary bonus that rewards your contributions and results.
- RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
Company Overview
Fidelity Canada is a provider of financial services. It was founded in 1987, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.fidelity.ca.