Investly Business Development Associate

Job Description

Please note:

• Current work authorization for Canada is required for all openings.

• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

• This is a regular, full-time opportunity.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

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 yourgoals.
How You’ll Make an Impact

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.

Primary responsibilities:

1) Sponsorship & Partnership Development

• 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.

2) Regional Strategy & Reporting

• 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.

3) Sales & Client Support

• 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.

4) Event Planning & Hosting

• 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 invitatio