Student advisor-sales role supporting Fidelity Canada’s investment-product sales teams. Conducting fund analysis, market research, reports and presentations across Toronto, Calgary or Vancouver.
Responsibilities
Work closely with the sales team to maintain a high level of client servicing
Assist in identifying new business opportunities to drive the business forward
Understand how Fidelity products and services are presented to investment professionals
Partner with sales teams to learn the sales process from start to finish
Learn about current market trends through presentations from Fidelity portfolio managers
Conduct fund analysis, create reports and deliver presentations
Gain cross-functional knowledge of all areas of Fidelity
Requirements
Working towards a university degree with a concentration in finance, commerce, economics, or business
Keen interest and knowledge of the financial industry and capital markets
Ability to manage short-term database projects and assist in sales initiatives
Ability to identify and qualify sales opportunities by gathering competitive and marketplace intelligence
Currently enrolled in a registered co-op program
Available on a full-time basis for the duration of the co-op term
Resume, cover letter and transcript required
Current work authorization for Canada required
Benefits
Mentor support throughout the student journey
Extensive training program covering communication, public speaking, networking, business etiquette and emotional intelligence
Volunteer opportunities with non-profit organizations
Flexible hybrid schedule
Competitive hourly compensation
Accommodation during the application process for candidates with disabilities
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