Regional Sales Coordinator

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 AreAt 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. How You’ll Make an ImpactThe Ontario Regional Sales Coordinator provides a variety of administrative support to the Regional Vice Presidents and Manager of Regional Sales for both Ontario West & East Regions. The incumbent interacts with all levels of the organization, as well as external clients or members of the public to provide information on behalf of the Regional Vice Presidents. In addition, the Regional Sales Coordinator plays a leadership role in promoting and maintaining the image of the Ontario Regional offices and the company as a whole.Key Accountabilities:1. Administrative SupportProvides all aspects of administrative support to the Regional Vice Presidents, Managers Regional Sales and the Ontario regional sales offices.Develops and implements processes to ensure the efficient operation of the regional offices.Responds to internal and external inquiries and requests for information; interprets and explains policies and procedures.Coordinates, organizes and responds to correspondence.Manages the calendars for the RVP’s and MRS’s.Manages electronic and paper records for easy retrieval including operating policies and procedures.Processes invoices, travel arrangements.2. ReportingPrepares daily, monthly and quarterly reviews for RVP’s and MRS’s. Tracks wholesaler / inside wholesaler activity and prepares monthly reports for the RVP’s and MRS’s. Drafts reports and presentations, including charts, graphs and spreadsheets.3. Event Planning & CoordinationPlans and coordinates meetings and regional events both on-site and off-site (e.g. monthly regional events, regional client events, etc.). Partners with Corporate Events team for national events as necessary.4. Human ResourcesManage all aspects of MAC processNew employee set-up, including equipment, phones, credit cards, business cards, etc.Inter-office moves.Computer access changes & terminations.5. Working RelationshipsEnhances working relationships by demonstrating interest in day-to-day activities, business goals, departmental issues and concerns of sales team members. Acts as first point of contact for sales team members. Keeps RVPs & MRSs up-to-date about office issues or concerns. Maintains confidentiality of departmental information.What We Are Looking ForPost-secondary degree or equivalent work experience.Minimum 2 years of experience working in the financial services industry is required.Administrative experience working with senior management is preferred.Completion of CSC/IFIC is an asset.The Expertise You BringExceptional organizational skills.Knowledge of the mutual fund industry.Ability to be flexible and multi-task in a fast-paced environment.Strong integrity, with an emphasis on confidentiality.Ability to work well independently, as well as within a team.Some of the ways we will help you feel valued and supported as part of our team:Flexible working arrangements.Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.Parental leave top-up to 100% of your salary for a period of 25 weeks.Up to $650 for home office equipment.Generous time off policy, including two paid days annually to volunteer at a charity of your choice.Diversity and inclusion programs, including an active network of Employee Resource Groups.Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.