Business Development Representative (Calgary Office)

Fidelity Canada is a leading investment management firm providing a range of mutual funds and financial products. They are seeking a Business Development Representative to support financial advisors and enhance client relationships through consultative sales and exceptional customer service.

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
• Current work authorization for Canada is required for all openings
• Fluency in French is required if you are interested in working in our Montreal office

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.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
• Accommodations are available on request for candidates taking part in the selection process.

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