Fidelity Investments Canada Inc. is a leading investment management firm providing a range of financial products and services. The Business Development Representative role involves developing consultative sales skills while supporting financial advisors in their business operations and investment strategies.
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.