Investly Business Development Associate - Vancouver

Fidelity Canada•Vancouver, BC

4d•Hybrid

About The Position

Investly is Fidelity Canada’s investing app that went live on the app stores in 2024. 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. You get matched with an expertly designed portfolio that fits your goals. 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.

Requirements

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.
Excellent verbal and written communication skills.
Driven spirit; highly motivated and growing in an environment passionate about achieving goals.
Relationship focused, with strong interpersonal and active listening skills and the ability to interact effectively with various personalities.
Great teammate, while also being able to work well independently.
Ability to understand customer needs and preferences.
Product knowledge coupled with explaining features/benefits effectively
Excellent presentation, persuasion, and influence skills.
Demonstrated upselling and cross-selling techniques.
Ability to organize and prioritize workload and competing demands.
Data-driven approach; able to analyze and act on regional metrics.
Strong computer skills in MS Office, and experience with a CRM tool such as Salesforce.

Responsibilities

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.
Work with Marketing, Compliance and Dealer Compliance departments to make sure events align with our guidelines.
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 Experience to validate and share regular reports on activities, outcomes, and opportunities.
Maintain accurate records in CRM or equivalent systems and ensure compliance with company policies.
Support sales initiatives by prospecting new relationships and following up with clients.
Perform outbound sales calls and emails to support acquisition tactics and retention.
Book and coordinate meetings with prospective clients and partners, ensuring all interactions are tracked and followed up promptly.
Deliver on client requests and provide best-in-class support and market updates.
Create and support the creation of marketing materials for in-person and virtual client meetings.
Respond efficiently to inquiries within SLAs.
Determine creative, high-quality, and unique client events to demonstrate appreciation and establish strong business relationships.
Research and book venues, negotiate pricing for small-medium events, and manage invitations and RSVPs.
Host and greet at events as needed.
Manage business entertainment and workplace gift programs for the region.
Present on Personal Finance, Investing 101, Basics of budgeting, etc.
Demonstrates a deep understanding of Investly brand and can persuasively articulate Investly value proposition versus competitors.
Embodies brand values, engaging customers on the brand, through relationship building resulting in downloads, users, and ultimately funded investors.
Effectively listens and captures prospective and current client feedback, developing an acute understanding of what drives prospective and current clients towards and away from engagement with the app.
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.
Meets or exceed monthly targets.

Benefits

Base Salary and Discretionary Performance Bonus: A competitive annual range of $59,000 to $71,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
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, which include up to $5,000 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 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.