Business Development Representative - Bilingual

## **Job Description** **Our Mandate** At Fidelity, we have been helping Canadian investors take control of their financial future for more than 35 years. We offer individuals and institutions a range of reliable investment portfolios and services, and we are constantly looking for new ways to better serve our clients. As we continue to grow as a private company, we are firmly committed to innovation in all of our business areas. Working here means being part of a diverse group of motivated people who make a real difference in the lives of our clients and communities every day. You will have many opportunities to thrive and advance your career in an inclusive environment where your value is recognized and supported, a place that encourages you to give your best, both personally and professionally. **Your Contribution** The **Business Development Representative** position is a progressive opportunity to advance your career in consultative financial product sales at Fidelity Investments. As part of a business-to-business (B2B) model, members of our sales team support the work of financial advisors with respect to, among other things, financial markets, portfolio construction and analysis, financial products, product comparisons, and global events. As a **Business Development Representative**, you will learn the core principles and operations of our company and develop a broad range of skills. Our outstanding in-depth training program is designed to teach you everything you need to know to help you excel in your current role and to position you well for advancement to higher-level sales positions. **Since 2016, all of our senior business development consultant positions have been filled through internal promotions, which demonstrates our outstanding commitment to employee advancement.** Key responsibilities: - You will take part in three weeks of in-depth training to learn the fundamentals of our company and build your knowledge of investments and products through first-class training delivered by subject matter experts. - You will communicate directly with our clients and learn more about their businesses and about providing an exceptional client service experience. - You will answer questions from investment specialists, their support teams, and investors to put what you have learned into practice. - You will directly provide advisors and investors with the information and planning support they need for their short-term and long-term investment strategies. - You will develop your skills through sales mentorship programs, peer learning, and ongoing coaching opportunities within the team. **Opportunities offered by this position:** - You will work in collaboration with a team that includes a District Vice President (external wholesaler) and a Business Development Manager (internal wholesaler) with the goal of increasing market share in a geographic territory. - You will organize and take part in client events. - You will have the opportunity to attend 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 Are Looking For:** - University degree (those about to graduate are invited to apply), or equivalent work experience. - Bilingualism (French and English), spoken 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 sales skills in order to understand clients' specific investment needs and help them meet those needs through a wide range of solutions. - An entrepreneurial spirit and a willingness to keep learning. - The ability to work independently and as part of a dynamic team, in a rapidly changing environment. - Self-discipline and the ability to stay focused. **Here are some of the ways we will help you feel valued and supported on our team:** - Flexible working arrangements - Competitive total compensation, including a contribution to your group RRSP with no obligation on your part to contribute an equal amount - Comprehensive health benefits from your first day, including up to $5,000 per year for mental health services and therapy, and fully employer-paid premiums - Parental leave at 100% of your salary for a period of 25 weeks - Up to $650 for home office equipment - Generous leave policy, including two paid days per year to volunteer with a charity of your choice - Diversity and inclusion programs, including an active network of employee resource groups - Extensive professional development opportunities, including access to more than 11,000 training and development courses, tuition reimbursement, and rewards for obtaining a mandatory professional designation **Total Rewards That Reflect Your Contribution** We believe exceptional work deserves to be recognized. That is why we offer a **competitive compensation program** designed to support your success today and your financial well-being in the future. For this position, your total rewards include the following: - **Base salary:** A competitive annual salary ranging from **$50,000 to $61,000**, depending on your experience and skills. - **Performance bonus:** Eligibility for a **discretionary bonus** to recognize your contribution and results. - **RRSP contributions:** After six months of employment, we invest in your future by **contributing to a registered retirement savings plan (RRSP), with no contribution required from you.** It is with pride that we offer a compensation plan that complies with **provincial pay transparency requirements**. This posting concerns one or more **positions to be filled soon** within our organization. **Please note:** - Anyone applying must have **work authorization in Canada.** - _You will work on a **flexible hybrid schedule** as part of Fidelity's dynamic work model._ - **The bilingual incumbent** of this position is required to communicate directly with our clients and colleagues located across Canada. Clients must be served 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 Best Places to Work – Human Resources Director (HRD) - 5-Star Benefits Program – HRD - 5-Star Diversity and Inclusion Employer – HRD **Designations** - Certified Canadian Compassionate Company - Benefits Canada Workplace Benefits Award – Future of Work Strategy - TalentEgg National Recruitment Excellence Awards – Special Award for Diversity and Inclusion in Recruitment - Best Companies in Canada according to LinkedIn **Fidelity Canada is an equal opportunity employer** Fidelity Canada is committed to fostering a diverse and inclusive workplace. All eligible applications will be reviewed without regard to race, colour, religion, sex, sexual orientation, gender identity or expression, nationality or ethnic origin, age, any disability, family status, protected veteran status, Indigenous or Native American status, or any other status protected by law. **Accommodation during the application process** Fidelity Canada welcomes and encourages applications from persons with disabilities. Accommodations are available upon request to candidates taking part in the selection process. If you require an accommodation, please email us at [FidelityCanadaStaffing@fidelity.ca](mailto:FidelityCanadaStaffing@fidelity.ca). By applying for this position, you consent to receive an automated acknowledgment of receipt. We do not respond to inquiries by telephone and do not accept applications submitted through an agency. We thank all candidates for their interest. Please note that only those selected for an interview will be contacted. We use the AI-based LinkedIn Hiring Assistant to support certain steps of our recruitment process. Each hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions of the LinkedIn HR 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 placed to answer your questions. **** **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 Montréal. - 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. **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** 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.** 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 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). - 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 [FidelityCanadaStaffing@fidelity.ca](mailto:FidelityCanadaStaffing@fidelity.ca). **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