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Représentant, Expansion Des Affaires - Bilingue (français Et Anglais)/ Business Development Representative - Bilingual (french And English)

Support investment advisors by providing essential information for their clients' financial strategies.
Montreal
Entry Level
6 months ago
Fidelity Canada

Fidelity Canada

A financial services corporation offering investment management, retirement planning, portfolio guidance, brokerage, and other financial products and services.

2 Similar Jobs at Fidelity Canada

Job Description

Please note: Current work authorization for Canada is required for all openings. 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 who are located across Canada. It is required that we service our clients in the official language of their choice (French or English).

Who We Are

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 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 you'll be 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 seamlessly 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 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.

What it leads to:

  • 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 entertainment 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.

What We're Looking For:

  • University degree (upcoming graduates are encouraged to apply), or equivalent work experience.
  • Bilingualism in French and English, verbal and written, to work from our office in Montreal.
  • 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.
  • 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, that 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 2 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 designation.
  • We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada's Top 100 employers for the last five years.
  • Fidelity Canada is an equal opportunity employer. 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. Accommodations are available on request for candidates taking part in the selection process.

    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

    • Canada's Top 100 Employers

    o Greater Toronto's Top Employers

    o Canada's Top Family-Friendly Employers

    o Canada's 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 Today's 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 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

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Représentant, Expansion Des Affaires - Bilingue (français Et Anglais)/ Business Development Representative - Bilingual (french And English)
Montreal
BDR
About Fidelity Canada
A financial services corporation offering investment management, retirement planning, portfolio guidance, brokerage, and other financial products and services.