Consultant bilingue, Expansion des affaires institutionnelles – Cotisations déterminées / Institutional Business Development Manager Bilingual - Defined Contributions

Fidelity Canada•Montreal, QC

50d•CA$75,000 - CA$90,000•Hybrid

About The Position

This is a regular, full-time, permanent opportunity requiring bilingualism (French/English) to interact directly with clients and colleagues across Canada, servicing them in the official language of their choice. The role operates on a flexible hybrid schedule and involves occasional travel. Fidelity has been helping Canadian investors for over 35 years, offering a range of investment portfolios and services, and is committed to innovation and growth as a privately owned company. Working at Fidelity means being part of a diverse and dedicated team that makes a difference in clients' and communities' lives, with ample opportunities for career growth in an inclusive, supportive, and valued environment.

Requirements

Minimum 3 years of sales and institutional experience.
Exposure in Investment Consulting, Actuarial/Pension functions with client-facing responsibilities within institutional hybrid sales.
Experience as a Business Development Manager with a proven track record of exceeding metrics and managing client relationships in the financial services industry.
University degree required, or equivalent work experience.
Certified Financial Planner (CFP) and Canadian Securities Course (CSC) required.
Actively pursuing the Chartered Financial Analyst (CFA) designation (Level 1 completed).
Excellent Microsoft Excel skills.
Excellent analytical thinking skills.
Strong written and verbal communication skills, with the ability to lead discussions and meetings.
Relationship management and critical thinking skills.
Current work authorization for Canada is required.

Nice To Haves

FSA/ASA designation is an asset.

Responsibilities

Manage own client base, developing and executing client relationships.
Define market penetration strategy for an assigned territory.
Cultivate key relationships to partner with Investment Professionals and increase their support of Fidelity's products and services.
Partner with the Vice President, Sales to develop business relationships with Investment Professionals and ensure the Territory Sales Plan is executed effectively through contact, sales, product, and service goals.
Develop and execute a Territory Sales Plan that maximizes territory sales and increases company revenues.
Identify frequency of contact, high impact sales activities, key product opportunities, and corporate messages for each client and prospective client using Institutional data.
Guide prospects through the sales process to uncover needs and offer product or service solutions.
Proactively manage redemptions using sales tools, product solutions, and advisor data.
Initiate client relationships through prospecting, lead utilization, and local market/community involvement.
Identify, execute, and follow-up on opportunities to gather additional information to further prospect and consultant-centered discussions.
Use understanding of actuarial evaluation and pension liability management to further discussions with prospects and consultants.
Strategize ways to increase prospect and consultant penetration and overall sales.
Increase the number of Investment Professionals doing business with Fidelity Investments and ensure all territory needs are met.
Support the team with various tasks such as Portfolio Analysis, Investment Proposals, Competitive Information Search, Comparisons, and Data Mining.
Follow-up with prospects and consultants.
Accurate and detailed completion of competitor information and analysis.
Generate meeting/interaction and pipeline reports and analysis to further leads.
Help to data mine sales/consultant relations information.

Benefits

Flexible hybrid schedule
Competitive total rewards program
Base salary ranging from $75,000 to $90,000 annually, based on experience and qualifications.
Variable compensation plan (incentive program based on results and targets).
RRSP contribution (after 6 months of employment, no employee matching required).
Employer-paid comprehensive health insurance plan starting upon hire, including up to $5,000 annually for mental health and therapy services.
Parental leave top-up (100% of salary for 25 weeks).
Up to $650 for home office equipment.
Generous paid time off policy, including two paid days annually for volunteering.
Diversity and inclusion programs, including active employee resource groups.
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for obtaining required professional designations.