Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement in the Toronto office.

Current work authorization for Canada is required for all openings.

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.

Manager Regional Sales

Please Note:

Please note that this opportunity is a secondment/contract ending on June 6, 2025

How You’ll Make an Impact:

The Manager Regional Sales (MRS) will partner with the VP Regional Sales to manage the sales team including either a combination of the Business Development Associates (BDA) and Business Development Managers (BDM), or those groups individually. As well, in partnership with the CS division, they could be responsible for managing the Business Development Representatives. The MRS advances the usage of the necessary tools and data to apply a consistent sales process to optimize each territory opportunity. They also identify and recommend best practices within and across regions and contribute to firm wide projects through assigned committees. They assist in maintaining strong relationships with Universities to attract the best possible candidates.

Facilitates the implementation of a consistent territory team model that optimizes sales team effectiveness and ensure territory team cohesiveness. Champions the structure and process within the region.
Communicates critical information in regularly scheduled team and one on one meetings, to advance the understanding and execution of key initiatives, usage of appropriate marketing & technology tools and information to deliver high impact messages to clients.
Builds partnerships across the organization to advance advisor and firm-wide priorities which could include committee participation.
Works with the Regional Vice President and the sales teams to optimize the use and effectiveness of PM access, Due Diligence, conference participation and other events for the region. May also either host or attend client-facing events.
Through effective hiring, coaching and performance management practices, aligns closely with Regional Vice President and HR to attract and retain the high caliber people needed to grow and maintain the business.
Prospecting Initiative - provide effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category (PPRP, PRSP, TBQ)
Ensuring Region is adhering to BEWG & Compliance policies. This includes expense management and monitoring and confirming all required approvals are received.

What We Are Looking For:

Experience

5+ years of experience in Sales and/or relevant experience in financial services
Experience managing, coaching, training, and developing employees, preferably in sales (required)
Strong communication skills in English (verbal & written)

Education

Completion of university degree or equivalent experience
Completion of Canadian Securities Course (CSC) (required)
A recognized industry designation (CFP, RFP, CIM, FMA, CFA), or progress towards completion

The Expertise You Bring:

Understanding of Canadian financial markets
Understands, communicates, and manages towards expectations and goals of business and responsibilities of the role
Able to effectively communicate the links between individual, team, regional and business goals
Able to create an environment and provide effective coaching where team members excel
Sets challenging goals and communicates expectations, provides effective feedback and coaching

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at

FidelityCanadaStaffing@fidelity.ca

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

Great Place To Work™ Certified

Best Workplaces for Inclusion
Best Workplaces for Mental Wellness Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Canadian Compassionate Companies – Certified
Benefits Canada's Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Designations