District Sales Assocaite (Inside Wholesaler)
Fidelity Investments Canada ULC - Calgary, AB

We are looking for individuals interested in future opportunities to join our sales team.

Requirements:

  • University degree (a must)
  • Completion of, or enrolment in, a financial services industry program (e.g. CSC, IFIC, CFA, CFP, CIM, etc.)
  • Energy, focus and drive to achieve results. Be directly responsible for the success of your own territory
  • Extremely strong sales aptitude – with a desire to drive and move market share
  • Demonstrated passion for following and understanding capital markets
  • Ability to build credibility and rapport with clients over the phone
  • Strong listening and communication skills with the ability to simplify complicated financial concepts
  • Ability to organize, prioritize and execute sales plans
  • Experience working in the financial services industry
  • Polished and professional personal presentation

What the job is all about:

Working in partnership with a District Vice President (Outside Wholesaler) and a Sales Coordinator, the District Sales Associate (Inside Wholesaler) proactively markets and solicits the sale of Mutual Funds to Investment Advisors and Financial Planners (Advisors) throughout the broker-dealer community. Through sales activities, the District Sales Associate cultivates and maintains relationships with Advisors in order to:

  • Initiate and/or follow-up on sales calls, identify new sales opportunities and answer questions about Fidelity products and solutions
  • Proactively cultivate new business and uncover sales opportunities within a geographic territory
  • Provide in-depth knowledge of financial markets, Fidelity products and services, and the competitive landscape of Investment Products
  • Discuss Fidelity’s broad array of products (i.e. fund objectives, asset allocation, portfolio construction, investment management process and strategy, taxation, and fund benchmarks)
  • Maintain superior sales support and service by contacting Advisors with updates pertaining to the mutual funds they sell, handle inbound calls, prospect for new business and cross-sell on different products and solutions
  • Provide value-added ideas and marketing support to assist Advisors in growing their business and client base

What you can expect from us:

  • Great earning potential (competitive base salary and commission)
  • Opportunity to participate in our Wholesaler Development Program (WDP), which prepares you for a career as a wholesaler
  • Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
  • Participation in a Sales Development Forum (SDF) (held in different cities)
  • Annual National Sales Summit (held in Toronto each year)
  • Monthly regional team meetings (RTM) with the opportunity to share best practices with other Wholesaling Teams
  • A "Due Diligence" trip to Boston where you and advisors will have the opportunity to visit our world class facilities and meet with our portfolio managers
  • On-going training to develop your knowledge of the markets, our products, your presentation skills, etc.
  • Extensive client interaction primarily through outbound calls, and including road days, seminars, presentations, event hosting, client meals and entertainment

Please apply online with the following link:
https://fidelity.taleo.net/careersection/10142/jobdetail.ftl?job=1400508

No agencies or phone calls. Only candidates selected for next steps will be contacted.

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About this company
Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world's largest providers of...