Job Overview
Current work authorization for Canada is required for all openings. This is a regular, full‑time opportunity. The position operates on a hybrid schedule in line with Fidelity’s dynamic working arrangement.

Primary Responsibilities

Sponsorship & Partnership Development – Identify and secure sponsorship opportunities with local organizations, clubs, and events aligned to business goals such as funded investors and AUM.

Build a roadmap of regional initiatives to raise awareness of Investly and support sales targets.

Work with Marketing, Compliance and Dealer Compliance to ensure events comply with company guidelines.

Regional Strategy & Reporting – Gather and analyze market trends and user data to inform strategy.

Collect qualitative feedback from prospects and clients and input into CRM or equivalent system.

Use approved AI tools, such as Co‑Pilot, to uncover insights into sales tactics and adjust strategy.

Collaborate with Growth, Finance and Digital Client Experience teams to validate and share regular reports on activities, outcomes and opportunities.

Maintain accurate records in CRM or equivalent systems and ensure compliance with company policies.

Sales & Client Support – Prospect new relationships, follow up with clients and perform outbound sales calls and emails.

Book and coordinate meetings with prospective clients and partners, ensuring all interactions are tracked and followed up promptly.

Provide best‑in‑class client support and market updates, respond efficiently to inquiries within SLAs, and assist in creating marketing materials for meetings.

Event Planning & Hosting – Determine creative, high‑quality client events,



research and book venues, negotiate pricing, manage invitations and RSVPs, host events, and manage business entertainment and gift programs.

Present on Personal Finance, Investing 101, budgeting basics, etc., to build brand awareness and demonstrate Investly’s value proposition.

Execute social media posts within Fidelity guidelines to expand reach.

Meet or exceed monthly sales targets.

What We’re Looking For

Completion of university degree in finance, business administration, or a relevant field; or equivalent work experience.

Minimum of one year of experience in financial services, preferably in sales or customer service.

Current work authorization to work in Canada.

The Expertise You Bring

Excellent verbal and written communication skills.

Highly motivated with a driven spirit and a passion for achieving goals.

Relationship‑focused with strong interpersonal and active listening skills.

Ability to work well independently as well as in a team.

Strong customer‑needs assessment and product‑knowledge skills, with the ability to explain features and benefits effectively.

Excellent presentation, persuasion and influence skills; demonstrated upselling and cross‑selling techniques.

Organizational and prioritization skills to manage competing demands.





Data‑driven approach; ability to analyze regional metrics and adjust strategy accordingly.

Proficiency in MS Office and experience with a CRM tool such as Salesforce.

Compensation & Benefits

Base Salary and a discretionary performance bonus – competitive annual range of $59,000 to $71,000, based on experience and qualifications.

RRSP contribution after 6 months of employment – no employee matching required.

Flexible working arrangements.

Comprehensive health benefits with 100% employer‑paid premiums, including up to $5,000 annually for mental health services and therapy.

Parental leave top‑up to 100% of salary for 25 weeks.

Up to $650 for home‑office equipment.

Generous time‑off policy and paid volunteer days.

Diversity and inclusion programs and extensive professional development opportunities.

Equal Chance Employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, colour, 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 participating in the selection process. If you require an accommodation, please email us at [email protected].

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📌 Investly Business Development Associate - Calgary (Alberta)
🏢 Fidelity Canada
📍 Alberta