Job Description

Please note:

• Current work authorization for Canadais required for all openings.

• You will be working on ahybrid scheduleas part of Fidelitys dynamic working arrangement.

• This is aregular full-time opportunity.

• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

Investly is Fidelity Canadas investing app that went live on the app stores in 2024. Were currently focused on providing guided investing to Canadians which means we take care of the time-consuming tasks of finding buying and managing your investments so you dont have to. You get matched with an expertly designed portfolio that fits yourgoals.

How Youll Make an Impact

The Investly Business Development Associate supports the Investly Business Development team to be the most effective channel for driving high-quality users investors and funded investors while being cost-efficient. Youll learn about Canadian investors identifying their needs and sharing solutions that can help them meet their financial goals. With this role youll also be a source for instrumental feedback and data to inform our Product roadmap.

Primary responsibilities:

1) Sponsorship & Partnership Development

• Identify and secure sponsorship opportunities with local organizations clubs and events aligned to business goals such as funded investors and AUM.

• Build a roadmap of regional initiatives for ongoing business development that raise awareness of Investly and support sales targets.

• Work with Marketing Compliance and Dealer Compliance departments to make sure events align with our guidelines.

2) Regional Strategy & Reporting

• Gather and analyze regional market trends and user data to inform strategy.

• Acquire and assess qualitative feedback from prospects and clients inputting into CRM or equivalent system.

• Use approved in-house AI tools such as Co-Pilot to discover insights into sales tactics to inform and adjust strategy.

• Collaborate with the rest of Growth Finance and Digital Client

• Experience to validate and share regular reports on activities outcomes and opportunities.

• Maintain accurate records in CRM or equivalent systems and ensure compliance with company policies.

3) Sales & Client Support

• Support sales initiatives by prospecting new relationships and following up with clients.

• Perform outbound sales calls and emails to support acquisition tactics and retention.

• Book and coordinate meetings with prospective clients and partners ensuring all interactions are tracked and followed up promptly.

• Deliver on client requests and provide best-in-class support and market updates.

• Create and support the creation of marketing materials for in-person and virtual client meetings.

• Respond efficiently to inquiries within SLAs.

4) Event Planning & Hosting

• Determine creative high-quality and unique client events to demonstrate appreciation and establish strong business relationships.

• Research and book venues negotiate pricing for small-medium events and manage invitations and RSVPs.

• Host and greet at events as needed.

• Manage business entertainment and workplace gift programs for the region.

• Present on Personal Finance Investing 101 Basics of budgeting etc.

5) Create Brand Awareness and an Understanding of Investlys Value Proposition

• Demonstrates a deep understanding of Investly brand and can persuasively articulate Investly value proposition versus competitors.

• Embodies brand values engaging customers on the brand through relationship building resulting in downloads users and ultimately funded investors.

• Effectively listens and captures prospective and current client feedback developing an acute understanding of what drives prospective and current clients towards and away from engagement with the app.

• Meets with leader to for coaching and feedback implements feedback and suggestions to drive better results.

• Successfully employs posts on social media within Fidelity guidelines to expand reach.

• Meets or exceed monthly targets.

What Were Looking For

• Completion of university degree in finance business administration or relevant field; or equivalent work experience.

• Minimum 1 year of experience in financial services preferably in sales or customer service.

The Expertise You Bring

• Excellent verbal and written communication skills.

• Driven spirit; highly motivated and growing in an environment passionate about achieving goals.

• Relationship focused with strong interpersonal and active listening skills and the ability to interact effectively with various personalities.

• Great teammate while also being able to work well independently.

• Ability to understand customer needs and preferences.

• Product knowledge coupled with explaining features/benefits effectively

• Excellent presentation persuasion and influence skills.

• Demonstrated upselling and cross-selling techniques.

• Ability to organize and prioritize workload and competing demands.

• Data-driven approach; able to analyze and act on regional metrics.

• Strong computer skills in MS Office and experience with a CRM tool such as Salesforce.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $59000 to $71000 based on your experience and qualifications.

• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements.

• Competitive total compensation including company contributions to your group RRSP without a matching requirement from you.

• Comprehensive health benefits that start on your first day with 100% employer-paid premiums which include up to $5000 annually for mental health services and therapy.

• Parental leave top-up to 100% of your salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous time off policy including two paid days annually to volunteer at a charity of your choice.

• Diversity and inclusion programs including an active network of Employee Resource Groups.

• Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate people-centric culture and are proud to have been named one ofCanadas Top 100 employersfor the last five years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview the recruiter who contacts you can best answer your questions.

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 legally-protected 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 Family-Friendly 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 - 5-Star Benefit Program
o HRD - 5-Star 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