Fidelity Canada

Sales

• Act as a trusted resource for championing new and existing tools, including innovative AI solutions.
• Accountable for owning knowledge management of all sales processes and tools, ensuring information is clear, accessible and impactful.
• Lead strategic projects and initiatives on behalf of the Sales Enablement Team, ensuring alignment with business priorities.
• Deliver structured support to Sales and business partners through proactive communication, best practice sharing and seamless coordination of meetings.

Senior Sales Enablement Specialist

Financial Planning and Analysis

• Work in partnership with transition team in the onboarding process of new clients
• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention
• Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience
• Be resourceful when determining moderate solutions that will add value to the client’s long-term goals
• Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals
• Advise clients on how to invest their portfolios and plan for moderate/basic financial goals
• Familiarity with financial planning software to put together plans to address identified client needs and goals
• Ability to guide clients in an investment suitability assessment
• Manage assigned client base and ability to work in a team-based model
• Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfolios
• Strategize ways to increase client penetration and overall sales
• Increase number of clients doing business with Fidelity
• Develop and maintain long-term client relationships
• Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions
• Provide exceptional client experience and client service not limited to basic operational support (i.e. website access)
• Liaise with back-office and middle-office to provide operational and on-boarding support
• Understands Fidelity Values and provides exceptional client service and/or operational support

Senior Sales Enablement Specialist

Wealth Advisor, Financial Planner