Investly Business Development Associate - Calgary
Fidelity CanadaCalgary, Alberta, Canada
Posted April 27, 2026
59000 - 71000 CAD
Full Time
About the Company
At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). Follow us on Instagram, Facebook, YouTube, Spotify, and Apple Podcasts: @FidelityCanada Legal: fid.me/socialmedia
Job Description
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. The role involves identifying and securing sponsorship opportunities, gathering and analyzing regional market trends and user data, and delivering on client requests and providing best-in-class support and market updates.
Requirements
- Completion of university degree in finance, business administration, or relevant field
- Minimum 1 year of experience in financial services, preferably in sales or customer service
- Excellent verbal and written communication skills
- Driven spirit; highly motivated and growing in an environment passionate about achieving goals
- Relationship focused, with strong interpersonal and active listening skills and the ability to interact effectively with various personalities
- Ability to understand customer needs and preferences
- Product knowledge coupled with explaining features/benefits effectively
- Excellent presentation, persuasion, and influence skills
- Demonstrated upselling and cross-selling techniques
- Ability to organize and prioritize workload and competing demands
- Data-driven approach; able to analyze and act on regional metrics
- Strong computer skills in MS Office, and experience with a CRM tool such as Salesforce
Benefits
- Competitive annual salary range
- RRSP contribution after 6 months of employment
- Flexible working arrangements
- Comprehensive health benefits
- Parental leave top-up to 100% of salary
- Up to $650 for home office equipment
- Generous time off policy
- Diversity and inclusion programs
- Extensive professional development opportunities