Business Development Associate (Toronto and Calgary)

Toronto, Ontario and Calgary, Alberta (CA)
Commensurate with experience
Jun 20, 2018
Jul 20, 2018
Industry Sector
Asset Management
Employment Type
Full Time

We are constantly seeking opportunities to develop our sales talent and continue our sales success.  Our goal is to hire aspiring sales talent into our Business Development Associate roles and give them the tools and support to help them become successful Inside Wholesalers and ultimately Wholesalers. We know we can do this because we’ve done it before.  In 2006, we created the first industry program specifically designed to prepare Inside Wholesalers to move into Wholesaler roles.  The result – since 2011, ALL of our Wholesaler positions have been filled by promoting Inside Wholesalers. In 2013, we built on that success to create a program to prepare Business Development Associates (previously called Sales Coordinators) into Inside Wholesaler positions. Since that time 43% of participants have been promoted to Inside Wholesaler positions.   Given our success with promoting talent, we have immediate openings available for motivated Business Development Associates to join our team in Toronto and Calgary.  

Business Overview:  

We help investment advisors help their clients. The Fidelity Advisor business provides Fidelity mutual funds to investors through a network of third-party brokers and financial advisors. As a mutual fund manufacturer, Fidelity strives to provide a complete line of products and services which meet the needs of all investors seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support investment professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.   We are expanding our sales team. Each territory sales team will consist of a Business Development Associate (BDA), Business Development Manager (Inside Wholesaler) and a VP, District Sales (Wholesaler). The team works together to plan and execute a strategy that cultivates key relationships and effectively maximizes territory sales.

What We are Looking For:

  • Completion of a university degree prior to your start date
  • A minimum of 2.5 years of experience in the financial services industry, at least 6 months of which must be in a client interaction role (face-to-face, over the phone, or online)
  • Knowledge of the mutual fund industry and an interest in capital markets
  • Completion of, or enrolment in, a financial services industry program (e.g. CSC, CFA, CFP, CIM, etc.)

What You Will Do:

  • An integral member of the territory sales team, the BDA works in partnership with the Inside Wholesaler and Wholesaler to ensure the effective and efficient implementation of the territory sales plan. This includes:
  • Assisting in the preparation of reports and fund proposals for internal partners and investment advisors
  • Coordinating and participating in corporate and social events with industry professionals
  • Assisting with co-op marketing and compliance administration efforts
  • Managing the continuous data integrity process for internal sales reporting requirements including preparing and revising presentations, reports and databases
  • Providing administrative support to the Wholesaler

To succeed in this opportunity, you will possess:

  • A self-confident, friendly and proactive personality
  • Energy, focus and drive to achieve results
  • Sales aptitude with a strong desire to make things happen
  • Ability to build credibility and rapport with clients in person and over the phone
  • Strong verbal and written communication skills to build on relationship/networking skills
  • Ability to organize and prioritize work load and competing demands
  • Polished and professional personal presentation
  • Highly motivated and eager to learn
  • Ability to work in a team as well as independently in a fast paced environment


Established in Canada in 1987, Fidelity is committed to distinguishing itself as the premier provider of investment services for Canadians. In Canada, Fidelity employs more than 1000 employees in offices across the country.   Headquartered in Toronto, it has regional offices in Montreal, Calgary and Vancouver.  For more information about Fidelity in Canada, visit What you can expect from us:

  • Great earning potential
  • Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
  • Opportunity to:
    • participate in a robust development program specifically designed to prepare you for a sales career in the mutual fund industry
    • learn directly from top tier sales professionals through on-going participation in regional team meetings, an annual National Sales Summit and more
    • develop your knowledge of the markets, our products, your presentation, relationship/sales skills, etc. through our on-going training
    • regularly interact with industry professionals in both corporate and social settings

    We are proud to the recipient of the following awards:

  • Canada’s Top Employers (2018)
  • Canada’s Top Employers for Young People (2018)
  • Canada’s Top Family Friendly Employers (2017)
  • Canadian Compassionate Companies (2017)
  • Workplace Benefits Award – Outstanding Diversity Program (2017)
  • National HR Awards 
    • Best Diversity Program
    • Queen’s University IRC Professional Development Award
  • Environics Advisor Perception Study 2017
    • #1 “Overall Fund Company” – Twelve years running.
    • #1 “Overall Back Office and Administration” - 13th year in a row
    •  #1 in the following categories:
      • Sales and Marketing
      • Relationships
      • Wholesaler and Inside Sales Performance

Interested applicants are required to apply on-line at:  Business Development Associate (Requisition No.: 1805151)

No inquiries or agencies please. We thank all applicants for their interest. Please note that only short-listed candidates will be contacted.