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Inside Wholesaler, Business Development Rep, Sales Rep, District Sales Associate (Cal
Date: Sep 9, 2010
Location: Toronto, ON, CA
Inside Wholesaler, Business Development Rep, Sales Rep, District Sales Associate (Calgary, Montreal, Toronto, Vancouver) - 1002404
Description
Inside Wholesaler - Business Development Rep - Sales Rep - Distict Sales Associate (Vancouver, Calgary, Montreal, Toronto)
We are looking for individuals interested in future opportunities to join our sales team.
The Inside Wholesaler role develops and maintains relationships with Investment Professionals, with the focus on building sales momentum.
Primary Responsibilities
* Work as a part of a team in a high- paced, energetic sales environment.
* Work with a Wholesaler to determine the best approach to the assigned territory
* Proactively contact existing clients to educate them about Fidelity's products, and how they could use Fidelity's product line to build their business.
* Establish and maintain relationships with current and new clients
Qualifications
Education, Experience and Licenses
* 4 year Bachelor's degree
* Completion of Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) - Sales
* 2+ years work experience in the financial services industry
* Completion of or enrolment in a financial services industry program (e.g. CFA, CFP, CIM etc.) is an asset
Skills and Knowledge
* Solid understanding of Canadian financial 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 present solutions that are on target for clients and motivate them to take action
* Ability to prioritize, organize and execute sales plans
* Strong customer relationship management skills
* Ability to work in a team environment
Fidelity offers a comprehensive compensation package. For this role the package includes a competitive base salary, commission and top notch benefits and perks.
Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages over $56 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2010) and offers Canadian investors a full range of domestic, international and fixed-income mutual funds. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity Retirement Services (FRS) manages defined benefit assets on behalf of corporate clients across Canada.
Fidelity Worldwide
Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has total managed assets of more than U.S. $1.5 trillion (as at March 31, 2010).
Fidelity has research offices in Boston, London, Tokyo and Hong Kong and employs more than 900 portfolio managers, analysts and traders
Education Level
: Bachelor's Degree (±16 years)
Job
: Institutional
Job Level:
: Individual Contributor
Job Type
: Standard
Overtime Status:
: Exempt
Primary Location
: ON-Toronto
Schedule:
: Full-time
Shift:
: Day Job
Travel:
: Yes, 25% of the time
Description
Inside Wholesaler - Business Development Rep - Sales Rep - Distict Sales Associate (Vancouver, Calgary, Montreal, Toronto)
We are looking for individuals interested in future opportunities to join our sales team.
The Inside Wholesaler role develops and maintains relationships with Investment Professionals, with the focus on building sales momentum.
Primary Responsibilities
* Work as a part of a team in a high- paced, energetic sales environment.
* Work with a Wholesaler to determine the best approach to the assigned territory
* Proactively contact existing clients to educate them about Fidelity's products, and how they could use Fidelity's product line to build their business.
* Establish and maintain relationships with current and new clients
Qualifications
Education, Experience and Licenses
* 4 year Bachelor's degree
* Completion of Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) - Sales
* 2+ years work experience in the financial services industry
* Completion of or enrolment in a financial services industry program (e.g. CFA, CFP, CIM etc.) is an asset
Skills and Knowledge
* Solid understanding of Canadian financial 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 present solutions that are on target for clients and motivate them to take action
* Ability to prioritize, organize and execute sales plans
* Strong customer relationship management skills
* Ability to work in a team environment
Fidelity offers a comprehensive compensation package. For this role the package includes a competitive base salary, commission and top notch benefits and perks.
Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages over $56 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2010) and offers Canadian investors a full range of domestic, international and fixed-income mutual funds. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity Retirement Services (FRS) manages defined benefit assets on behalf of corporate clients across Canada.
Fidelity Worldwide
Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has total managed assets of more than U.S. $1.5 trillion (as at March 31, 2010).
Fidelity has research offices in Boston, London, Tokyo and Hong Kong and employs more than 900 portfolio managers, analysts and traders
Education Level
: Bachelor's Degree (±16 years)
Job
: Institutional
Job Level:
: Individual Contributor
Job Type
: Standard
Overtime Status:
: Exempt
Primary Location
: ON-Toronto
Schedule:
: Full-time
Shift:
: Day Job
Travel:
: Yes, 25% of the time
Job Segments: Bank, Banking, Business Development, C#, CAD, CFA, CRM, Customer Service, Customer Service Representative, Drafting, Engineer, Engineering, Finance, Financial Sales, Insurance, Insurance Fraud, Insurance Sales, Management, Manager, Mid-Range, Relationship Manager, Research, Sales, Service, Technology
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