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National Accounts Associate
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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 our products and services, as well as excellent analytical and relationship-building skills.Key Responsibilities:Lead the Digital...
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National Accounts Associate
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
1 month ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
-
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4 weeks ago
Toronto, Ontario, Canada National Bank Full timeJob Title: Associate Account ManagerJoin National Bank 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:We are seeking a highly motivated and organized individual to support our ETF Director in providing exceptional customer service and...
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Associate Account Manager
4 weeks ago
Toronto, Ontario, Canada National Bank Full timeJob Title: Associate Account ManagerJoin National Bank 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:We are seeking a highly motivated and organized individual to support our ETF Director in providing exceptional customer service and...
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National Accounts Associate
1 week ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
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National Accounts Associate
2 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout 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...
National Accounts Associate
2 months ago
About Fidelity Investments
Fidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.
Our Company Culture
We're a privately owned company that boldly embraces innovation in all areas as we continue to grow our business into the future. Our diverse and dedicated team makes a real difference for our clients and communities every day.
Job Summary
We're seeking a National Accounts Associate to support and promote sales into our retail and institutional products. This hybrid role will involve a mix of remote and in-office working.
Key Responsibilities
The National Accounts Associate will be responsible for:
- Leading the Digital Coverage initiative from a sales perspective
- Assessing clients in coverage, traction, and potential prospects to be added to coverage
- Working with internal partners to manage clients in coverage and generating ideas for content and campaigns to engage with these advisors
- Building rapport and servicing existing relationships at the dealer and family office level
- Conducting research to uncover new opportunities for coverage
How You'll Make an Impact
The National Accounts Associate will make an impact by:
- Driving the success of the Digital Coverage initiative
- Supporting National Accounts, Key Accounts, and the broader sales team
- Generating ideas for content and campaigns to engage with advisors
- Building relationships with dealers and family offices
Requirements
To be successful in this role, you'll need:
- A university degree or equivalent experience
- Minimum 2 years' experience
- Travel required - 10%
What We're Looking For
We're looking for someone with:
- A good understanding of Fidelity products and services
- Exceptional analytical ability
- Strong relationship skills, ability to build rapport and trust
- Excellent oral and written communication skills
- Proven experience performing complex data analysis
Language
English is the primary language used in this role.
