Job detail for Business Development Representative

Job Description

Our Mandate

At Fidelity, we’ve 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 we’re constantly seeking 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.

Working with us means being part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best—both personally and professionally.

How You’ll Make an Impact

The Business Development Representative role provides a progressive opportunity to develop a successful career in consultative financial sales at Fidelity Investments. As part of a business-to-business (B2B) model, our sales team partners with financial advisors to support their business as it relates to financial markets, portfolio construction and analysis, financial products, product comparisons, world events, etc.

As a Business Development Representative, you will learn the fundamentals and operations of our business and develop a broad range of skills. Our extensive, top-notch training is designed to teach you everything you need to know to help you excel in your current role and ensure that you are well-positioned for success as you progress into more senior sales roles.

Since 2016, 100% of our senior business development positions have been filled exclusively through internal promotions—a commitment to employee growth unparalleled within the industry.

Key :

• 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.

• 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.

What it leads to:

• Collaborating with a team including a District Vice President (external wholesaler) and a Business Development Manager (inside wholesaler) to increase market share in a geographic territory.

• Organizing and participating in client events.

• Participation in Fidelity’s Sales Development Program, which includes training delivered by experts on communication and presentation skills, sales and prospecting, objection handling, and business etiquette.

What We’re Looking For:

• University degree (upcoming graduates are encouraged to apply), or equivalent work experience.

• Bilingualism (French and English), verbal and written, to work from our office in Montréal.

• A keen interest in 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.

• An entrepreneurial spirit and an eagerness to keep learning.

• The ability to work independently and on a dynamic team in a fast-paced environment.

• Self-discipline and the ability to stay focused.

Some of the ways we’ll 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, including up to $5,000 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 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required professional designation.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary: A competitive annual range of $50,000 to $61,000, based on your experience and qualifications.

• Performance Bonus: Eligible for a discretionary bonus to recognize your contributions and results.

• RRSP Contribution: After six months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents a future vacancy or multiple future vacancies within our organization.

Please note:

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

• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

• The bilingual incumbent of this role is required to interact directly with our clients and colleagues located across Canada. It is required that we service our clients in the official language of their choice (French or English).

Why Choose Fidelity?

Awards

Canada's Top 100 Employers

• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People

Great Place To Work® Certified

• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

• Human Resources Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veteran status, Aboriginal/Native American status, or any other status protected by law.

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 @fidelity.ca.

By applying to this position, you consent to receiving an automated acknowledgment of receipt.

We do not respond to telephone inquiries and do not accept applications through agencies. We thank all applicants for their interest. Please note that only those selected for an interview will be contacted.

We use an AI-enabled LinkedIn Hiring Assistant to support certain stages of our recruitment process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please keep in mind that its responses are not official and must be confirmed by Fidelity for accuracy and completeness. If you are selected for an interview, the recruiter who contacts you will be best positioned to answer your questions.