National Accounts Associate

4 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

About the Role:

The National Accounts Associate is a key member of the Fidelity Investments sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role involves leading the Digital Coverage initiative and working closely with internal partners to manage clients in coverage, generate ideas for content and campaigns, and build rapport with existing relationships at the dealer and family office level.

Key Responsibilities:

  • Lead the Digital Coverage initiative from a sales perspective, assessing clients in coverage, traction, and potential prospects to be added to coverage.
  • Work with Marketing to drive adoption through content ideas and campaigns.
  • Review and follow up with leads as determined appropriate to drive future relationships and sales.
  • Servicing incoming requests from advisors at dealers covered by National Accounts, including product inquiries and account inquiries.
  • Engage in planning and attending dealer conferences as requested, follow up with attendees as required.
  • Research dealer models to uncover new business opportunities for Fidelity Investments.

Requirements:

  • University degree or equivalent experience.
  • Minimum 2 years' experience.
  • Travel required - 10%.

About Fidelity Investments:

Fidelity Investments is a leading provider of investment products and services, helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and are 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.



  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The National Accounts Associate will play a key role in supporting and promoting sales into Fidelity's retail and institutional products. This position will be responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team.Key Responsibilities:Lead the Digital Coverage...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The National Accounts Associate will play a key role in supporting and promoting sales into Fidelity's retail and institutional products. This position will be responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team.Key Responsibilities:Lead the Digital Coverage...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The National Accounts Associate will play a key role in supporting and promoting sales into Fidelity's retail and institutional products. This includes leading the Digital Coverage initiative and working with internal partners to manage clients in coverage, as well as generating ideas for content and campaigns to engage with these advisors.Key...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The National Accounts Associate is a key member of our sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role involves leading the Digital Coverage initiative and working closely with internal partners to manage clients in coverage, generate ideas for content and campaigns, and...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Associate Account ManagerJoin National Bank Trust as an Associate Account Manager and be part of a team that offers trust services to individuals and provides specialized advice for affluent clients.About the Role:As an Associate Account Manager, you will support the Director of ETF Servicing by providing exceptional customer service and...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Associate Account ManagerJoin National Bank Trust as an Associate Account Manager and be part of a team that offers trust services to individuals and provides specialized advice for affluent clients.About the Role:As an Associate Account Manager, you will support the Director of ETF Servicing by providing exceptional customer service and...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:The National Accounts Associate is a key member of our sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role requires a strong understanding of Fidelity's products and services, as well as excellent analytical and relationship-building skills.Key Responsibilities:Lead the...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a highly skilled National Accounts Business Development Associate to support and promote sales into our retail and institutional products.About the RoleLead the Digital Coverage initiative from a sales perspective, assessing clients in coverage, traction, and potential prospects to be added to coverage.Work on...


  • Toronto, Ontario, C6A, Ontario, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto or Montreal ***As an Associate Account Manager at National Bank Trust Exchange-Traded Funds (ETF) Servicing, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advice for affluent clients. For over 90 years, National Bank...


  • Toronto, Ontario, Canada FIJI Water Company Full time

    Job DescriptionAs a National Account Manager at FIJI Water Company, you will be responsible for managing retail account level P&L for FIJI Water. This includes developing and driving top-to-top relationships with assigned key retailers, both nationally and regionally.Key Responsibilities:Manage Retail Account Level P&L for FIJI Water.Develop and Drive Top to...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced National Accounts Director to join our team at Scotiabank. As a key member of our Canadian Business Banking team, you will be responsible for driving business growth and development in the National Accounts segment.Key ResponsibilitiesContribute to the overall success of the National Accounts Team in...


  • Toronto, Ontario, Canada Zurich Insurance Company Full time

    The OpportunityZurich Canada is seeking an experienced AVP, Liability National Accounts Underwriter to join our team. As a key member of our National Accounts Casualty team, you will be responsible for developing and maintaining relationships with broker partners and customers across all industries in support of National Accounts Casualty business...


  • Toronto, Ontario, Canada Zurich Insurance Company Full time

    The OpportunityZurich Canada is seeking an experienced AVP, Liability National Accounts Underwriter to join our team. As a key member of our National Accounts Casualty team, you will be responsible for developing and maintaining relationships with broker partners and customers across all industries in support of National Accounts Casualty business...


  • Toronto, Ontario, Canada The Wonderful Company Full time

    Job SummaryThe National Account Manager for FIJI Water Canada will be responsible for all account strategy and management of food, drug, and mass customers. This position will play an integral role in creating process and business development strategies working to achieve the overall sales and revenue objectives of National and Key Accounts.Key...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Director, Execution, National AccountsScotiabank is seeking a highly skilled and experienced Director, Execution, National Accounts to join our team. As a key member of our National Accounts team, you will be responsible for executing business strategies and objectives, ensuring compliance with governing regulations, internal policies, and...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Director, Execution, National AccountsScotiabank is seeking a highly skilled and experienced Director, Execution, National Accounts to join our team. As a key member of our National Accounts team, you will be responsible for executing business strategies and objectives, ensuring compliance with governing regulations, internal policies, and...


  • Toronto, Ontario, Canada Zurich Insurance Company Full time

    The OpportunityZurich Canada is currently seeking an AVP, Liability National Accounts Underwriter to join our team. As a key member of our National Accounts Casualty team, you will be responsible for developing and maintaining relationships with broker partners and customers across all industries. Your expertise in risk assessment, exposure evaluation, and...


  • Toronto, Ontario, Canada Russell Food Equipment Limited Full time

    Account Manager - National AccountsRussell Hendrix Foodservice Equipment is seeking a skilled Account Manager to join our National Accounts team in Toronto. As a key member of our team, you will be responsible for building and maintaining strong relationships with National Account head offices and franchisees.Key Responsibilities:Develop and execute sales...


  • Toronto, Ontario, Canada Russell Food Equipment Limited Full time

    Account Manager - National AccountsRussell Hendrix Foodservice Equipment is seeking a skilled Account Manager to join our National Accounts team in Toronto. As a key member of our team, you will be responsible for building and maintaining strong relationships with National Account head offices and franchisees.Key Responsibilities:Develop and execute sales...


  • Toronto, Ontario, Canada Zurich Insurance Company Full time

    The OpportunityZurich Canada is currently seeking a skilled professional to fill the role of AVP, Liability National Accounts Underwriter. As a key member of our team, you will be responsible for developing and maintaining relationships with broker partners and customers across various industries. Your expertise in risk assessment, exposure evaluation, and...