Investly Business Development Associate - Calgary

Fidelity Canada is a leading investment firm that has been helping Canadian investors for over 35 years. They are seeking a Business Development Associate for their Investly app, responsible for driving user engagement and providing feedback to inform product strategy.

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 for ongoing business development that raise awareness of Investly and support sales targets
• Work with Marketing, Compliance and Dealer Compliance departments to make sure events align with our guidelines
• Gather and analyze regional market trends and user data to inform strategy
• Acquire and assess qualitative feedback from prospects and clients, inputting into CRM or equivalent system
• Use approved, in-house AI tools such as Co-Pilot to discover insights into sales tactics to inform and adjust strategy
• Collaborate with the rest of Growth, Finance and Digital Client Experience 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
• Support sales initiatives by prospecting new relationships and following up with clients
• Perform outbound sales calls and emails to support acquisition tactics and retention
• Book and coordinate meetings with prospective clients and partners, ensuring all interactions are tracked and followed up promptly
• Deliver on client requests and provide best-in-class support and market updates
• Create and support the creation of marketing materials for in-person and virtual client meetings
• Respond efficiently to inquiries within SLAs
• Determine creative, high-quality, and unique client events to demonstrate appreciation and establish strong business relationships
• Research and book venues, negotiate pricing for small-medium events, and manage invitations and RSVPs
• Host and greet at events as needed
• Manage business entertainment and workplace gift programs for the region
• Present on Personal Finance, Investing 101, Basics of budgeting, etc
• Demonstrates a deep understanding of Investly brand and can persuasively articulate Investly value proposition versus competitors
• Embodies brand values, engaging customers on the brand, through relationship building resulting in downloads, users, and ultimately funded investors
• Effectively listens and captures prospective and current client feedback, developing an acute understanding of what drives prospective and current clients towards and away from engagement with the app
• Meets with leader to for coaching and feedback, implements feedback and suggestions to drive better results
• Successfully employs posts on social media, within Fidelity guidelines, to expand reach
• Meets or exceed monthly targets

Skills

• Current work authorization for Canada is required for all openings
• Completion of university degree in finance, business administration, or relevant field; or equivalent work experience
• 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
• Great teammate, while also being able to work well independently
• 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

• Discretionary Performance Bonus
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

Company Overview