Business Development Specialist - Full time

This is a regular, full-time opportunity.
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.
We’re 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 don’t have to. 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. You’ll learn about Canadian investors, identifying their needs, and sharing solutions that can help them meet their financial goals. With this role, you’ll also be a source for instrumental feedback and data to inform our Product roadmap.
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.
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
Maintain accurate records in CRM or equivalent systems and ensure compliance with company policies.
Create and support the creation of marketing materials for in-person and virtual client meetings.
Event Planning & Hosting
Determine creative, high-quality, and unique client events to demonstrate appreciation and establish strong business relationships.
Manage business entertainment and workplace gift programs for the region.
Present on Personal Finance, Investing 101, Basics of budgeting, etc.
Embodies brand values, engaging customers on the brand, through relationship building resulting in downloads, users, and ultimately funded investors.
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.
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.
Ability to understand customer needs and preferences.
Demonstrated upselling and cross-selling techniques.
Data-driven approach; Strong computer skills in MS Office, and experience with a CRM tool such as Salesforce.
Base Salary and Discretionary Performance Bonus A competitive annual range of $59,000 to $71,000, based on your experience and qualifications.
Some of the ways we will help you feel valued and supported as part of our team
Flexible working arrangements.
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 designation.
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.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. No telephone inquiries or agencies please. Canada's Top Employers for Young People
Best Workplaces for Inclusion
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
HRD - 5-Star Diversity & Inclusion Employer
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting