Business OverviewThe Institutional Distribution business offers a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through our team of sales, relationship management and consultant relations professionals, we provide solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover major and specialist asset classes.Role OverviewThe VP, Institutional Sales is a key driver of new business growth, tasked with aggressively expanding market share in Western Ontario and Western Canada. The role is centered on proactively identifying, qualifying and closing current sales opportunities, building a robust pipeline and securing new institutional client relationships for Fidelity. The incumbent will build and maintain strong client relationships at multiple levels within an account to uncover, qualify and close sales opportunities and build the Fidelity brand. The role includes a travel requirement within Western Ontario and Western Canada (Alberta and British Columbia).Key ResponsibilitiesDeliver funded current business that meets or exceeds annual sales targets.Articulate Fidelity’s value proposition to investment prospects within the assigned territory.Identify and qualify appropriate sales opportunities within the assigned territory.Build close ongoing relationships with market influencers, consultants and plan sponsors.Negotiate legal documents/contracts with new clients,



ensuring smooth hand‑off to the Transition and Relationship Management teams.Work collaboratively within and across business units to create a single face to the customer and to provide leadership and direction on day‑to‑day execution of account plans, events, product needs and service standards.Partner with various departments within the Institutional business (Client Management, Consultant Relations) and multiple divisions of the greater Fidelity organization (Portfolio Managers, Legal, Compliance, Treasury, Back Office, Products and Marketing, Operations) to ensure all are appropriately engaged in strengthening and advancing business relationships.Qualifications8-10+ years of experience in the investment management marketplace with a proven track record of developing and maintaining strong relationships at multiple levels across the organization.University degree, preferably in Business, Commerce, Finance or related field, or equivalent work experience.Designations or equivalent technical knowledge and understanding of the investment industry and financial products are an asset (e.G., Canadian Securities Course, Chartered Financial Analyst, MBA).In-depth knowledge of institutional investments, banking, insurance, and the products and services offered.In-depth knowledge of competition and trends in the financial services marketplace.Solid knowledge of institutional money managers,



consultants and the pension industry.Ability to devise and implement sales strategies and communicate effectively to the appropriate audience.Ability to analyze, classify and allocate appropriate time and resources to plan call cycles, account development and prospecting activities.Exceptional verbal and written communication skills, team player, strong negotiation and collaboration skills, and a strong desire for excellence.BenefitsCompetitive total compensation package, including a base salary of $150,000 to $175,000 and a variable compensation plan.Participation in Fidelity profit‑sharing program.Company contribution to your RRSP after 6 months of employment, with no employee matching required.Health benefits and coverage with no requirement for employee paid premiums, including up to $5,000 for therapy.Health Care Spending Account, TELUS Health Virtual Care app, health and fitness reimbursement up to $650 for home office equipment.Generous time off policy, including 2 paid days annually to volunteer.Access to over 11,000 training and development courses and tuition reimbursement.Monetary awards for completing a required designation and annual dues reimbursement for professional designations.Parental/Adoption leave with Fidelity top‑up to 100% of salary for 25 weeks.Additional InformationFidelity values exceptional work and provides a competitive compensation package reflective of provincial pay transparency requirements. This posting represents an existing vacancy within our organization and an opportunity to step into a role where your talents will make a meaningful difference.#J-18808-Ljbffr

📌 Vp Institutional Sales (Toronto) - C$150,000 - C$175,000 A Year (Winnipeg)
🏢 Fidelity
📍 Winnipeg