Job Description

Please note:

• Current work authorization for Canada is required for all openings.

• This is a secondment/contract ending on April 30 2026.

• You will be working on a hybrid schedule as part of Fidelitys dynamic working arrangement.

Who We Are

At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.

What We Do

The Key Accounts Manager is responsible for supporting and promoting sales into Fidelitys retail products. This role provides critical support for the firms product development initiatives client management competitor and industry analysis to inform strategy partner with other business units and increase our product exposure at distribution partner firms. This role will work closely with the other members of the National Accounts team to meet the below objectives.

How Youll Make an Impact

Collaborate with External Clients & Industry Conferences

• Prepare organize and present materials and presentations for external clients and other industry leaders.

• Assist with organizing speakers and SMEs to enhance Fidelitys brand and relationship at external conferences and events.

Internal Resource for Sales Team and Business Partners

• Be key contact for sales and internal business partners to answer questions about products and processes.

• Educate present and create communications and collateral for sales to leverage with regards to client changes industry trends products on dealer platforms.

Client Relationship Management

• Develop strong relationships with the key points of contact at our distribution partner firms to maximize Fidelitys market share at the dealer.

• Respond to head office inquiries and RFPs about Fidelitys products.

Product Management

• Demonstrate a high level of product market and competitive investment category expertise .

• Develop a deep understanding of the drivers of success for our products at various dealer firms.

• Assist with internal approval processes for new products and solutions.

Provide Industry Analysis

• Research dealer models to uncover new business opportunities for Fidelity.

• Develop product positioning competitive benchmarking / analysis and identify key factors that will influence sales success to build a successful business case for new products and solutions.

• Collaborate with external resources and internal partners throughout Fidelity to bring new products and solution to market.

What Youll Need

• Strong knowledge of investment products and services including Mutual Funds ETFs Liquid Alternative and Real Asset products.

• Exceptional analytical ability.

• Excellent oral and written communication skills along with strong presentation skills.

• Proven experience performing complex data analysis (i.e. sales performance analysis etc..

What Were Looking For

• Completion of a University degree or equivalent work experience.

• Strong Mutual Fund/ETF industry knowledge.

• 3 years of relevant experience in financial services and/or client relationship management.

• Completion of CFA/MBA/CAIA/other industry designation is an asset.

We care a lot about fostering a compassionate peoplecentric culture and are proud to have been named one of Canadas Top 100 employers for the last five 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 legallyprotected ground.

Accommodation during the application process

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 .

No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity

We are proud to be recipients of the following:

Awards

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas Top Employers for Young People

Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) Best Place To Work
o HRD 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team