Sales Executive for Junior Accounts in Canada

Complete job description Description of the Job Please take note:All positions need current Canadian work permission. As part of Fidelity's dynamic working structure, you will be working on a mixed schedule. This is a full-time, regular opportunity. Who We Are For more than 35 years, Fidelity has assisted Canadian clients in creating better financial futures. We provide a variety of reliable investment portfolios and services to both people and institutions, and we're always looking for new and improved methods to assist our customers. Being a privately held firm, we aggressively welcome innovation in every facet as we expand our operations going forward. Being employed by us entails joining a committed and varied team of individuals who, on a daily basis, really impact our customers and communities. You'll have a lot of chances to further your career in a welcoming setting where you'll feel appreciated and encouraged to reach your full potential on both a personal and professional level. A brand-new wealth management solution called Fidelity Wealth was created to help financial advisers with their retirement and succession planning. Our aim is to enable financial advisers to confidently reach their own retirement objectives, knowing that their customers will still get top-notch investment management services and expert financial advice. For further information on Fidelity Wealth, please go to:The following: https://www.wealth.fidelity.ca/en/ We Do The Wealth Associate is in charge of administration, sales support, client onboarding, and advisor assistance. A solid background in portfolio management and operations is required of the chosen applicant. The Wealth Associate will be responsible for overseeing the client onboarding process in this capacity. As a Wealth Associate, you will supervise a variety of activities from customers and Fidelity Head Office in addition to the duties mentioned below. How You'll Influence Things Client Onboarding and Advisor Support Work together with the advisor to promptly and responsively meet customer requirements. Compile and provide reports and suggestions to customers in accordance with advisor guidance. Using digital technologies, create and process client material, such as account applications, forms, prospect letters, and other relevant documents. Organize and monitor the account opening and customer onboarding procedures, making sure they are accurate and compliant with legal requirements. Follow up with customers on any incomplete or missing paperwork. Assist advisors by carrying out account modifications and/or investment instructions. Determine and put into action proactive methods to meet the demands of your clients. Client relationship management and sales support Create and maintain up-to-date customer and prospect data in the CRM system. Create and modify proposals, meeting agendas, presentation materials, client portfolio reports, and other documents to support client meetings. Actively assist in the execution of client wealth plans by managing portfolio administration chores and operations in a thorough and precise manner. Answer customer questions promptly, receptively, and professionally. This includes carrying out client requests for cash management. Management Communicate with the custodian on daily operational issues, such as establishing accounts, initiating and overseeing transfers, and carrying out daily reconciliation tasks. Oversee and plan a new advisor's onboarding process, potentially including hundreds of new customers at once. Keep up on financial advising services best practices, laws, and developments in order to contribute to marketing and customer service initiatives. Work together with both internal and external stakeholders, including marketing, operations, compliance, and custody, to guarantee smooth client service delivery. The Knowledge You Provide:strong familiarity with wealth management practices, products, and industries Outstanding interpersonal, writing, and customer service abilities Exceptionally well-organized, detail-oriented, and capable of setting priorities A cooperative individual who can work with cross-functional teams Knowledge of client-specific regulatory needs, such as KYC/AML regulations Capacity to operate across many channels and/or workstreams in a dynamic, fast-paced setting like taking on several roles, putting in extra effort, and finishing tasks. What We're Seeking A university degree in business, commerce, finance, or a similar discipline is necessary, as is comparable professional experience. Two to three years of relevant experience in the field of wealth management operations Strong background in financial planning and expertise with Salesforce and portfolio management tools Currently has an IR or RR license and is required to complete the Conduct & Practice Handbook (CPH) and the Canadian Securities Course (CSC). Being bilingual is advantageous. Registration with one or more securities authorities is necessary for this position. As mandated by securities authorities, the incumbent must fulfill all background investigation requirements, including but not limited to education, credit, litigation, and criminal checks. You must also fulfill the ongoing registration requirements in order to continue working in this position. Total Benefits That Show Your Influence We think outstanding effort merits outstanding acknowledgment. For this reason, we provide a competitive pay plan that will help you succeed now and maintain your financial security in the future. Your overall compensation for this position consists of:The basic salary and discretionary performance bonus might vary from $79,000 to $90,000 per year, depending on your credentials and expertise. Contribution to an RRSP: We invest in your future with an RRSP contribution after six months of work; employee matching is not necessary. We take pride in providing a benefits package that complies with provincial regulations on pay transparency. This job ad is a chance to fill a position in our company where your skills will have a significant impact. We'll do the following to make you feel appreciated and encouraged as a member of our team:Flexible work schedules: in-office, hybrid, and 100% remote choices Competitive total remuneration that doesn't need you to match business payments to your group RRSP With 100% employer-paid premiums, comprehensive health benefits begin on your first day and include up to $5,000 a year for therapy and mental health services. 25 weeks of parental leave top-up equal to 100% of your pay Up to $650 for equipment for a home office generous vacation policy that includes two paid days every year to volunteer at your preferred charity Programs for diversity and inclusion, such as a vibrant network of Employee Resource Groups Numerous chances for professional growth, such as tuition reimbursement, access to more than 11,000 training and development courses, and financial incentives for earning a necessary designation Fidelity Canada offers equitable employment opportunities. Fidelity Canada is dedicated to promoting an inclusive and diverse workplace. Regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veteran status, Aboriginal/Native American status, or any other legally protected ground, we will take into consideration all eligible candidates for employment. During the application procedure, accommodations Applications from individuals with impairments are encouraged and welcomed by Fidelity Canada. Candidates participating in the selection process might seek accommodations. Please send an email to FidelityCanadaStaffing@fidelity.ca if you need accommodations. Please do not contact agencies or make phone queries. We appreciate your interest, but please be aware that we will only get in touch with those who are chosen for an interview. Why Do You Want to Work at Fidelity? We are honored to have received the following:Honors The Top 100 Employers in Canada The Best Employers in Greater Toronto The Best Family-Friendly Employers in Canada o Canada's Leading Employers for Youth Great Place To Work® Accredited as Top Workplace for Inclusion The Greatest Workplaces for Mental Health o Top Workplaces for Women o Top Workplaces for Today's Youth o Top Workplaces in Financial Services & Insurance Ontario's Top Workplaces The Most Reliable Executive Teams in the Best Workplaces Canada's Top Companies on LinkedIn The Greatest Place to Work: Human Resource Director (HRD) o HRD's Five-Star Benefit Plan o HRD: Five-Star Employer for Diversity and Inclusion Labels Certified Benefits of Canadian Compassionate Companies Canada's Future of Work Strategy: Workplace Benefits Award The TalentEgg National Recruitment Excellence Award is a unique honor for hiring practices that promote diversity and inclusion. The Most Creative HR Team in Canada, Per HR Reporter

Complete job description At Dormez-vous/Sleep Country Canada (SCC/DV), we are motivated daily by our vision to promote sleep as the key to healthier and happier lives, enabling everyone to achieve better tomorrows via better tonights, and our mission to improve lives by awakening Canadians to the power of sleep. We are expanding on our 30-year legacy of caring for one another and our customers' sleep requirements with passion and dedication to be the best we can be, guided by our values: We CARE About People; We WIN Together; We DREAM Big, and We DELIVER with Excellence. To be Canada's top sleep partner, we make investments in our sleep ecosystem, cutting-edge goods, top-notch customer service, communities, and diverse, top-notch staff. As we continue to shape the future of sleep wellness, we are seeking a new member to join our outstanding team. In this open position, you will:Interact with clients to learn about their requirements and desires and advertise our high-quality goods and services. Through product display, restocking, and shop maintenance, we make sure our stores are consistently aesthetically pleasing. Help receive, arrange, and finish inventory counts to guarantee precise stock levels. Collaborate as a sales team to surpass objectives and standards. Qualifications and experience that we are looking for:Having one to three years of experience in sales, retail, and/or customer service is ideal, but it's not required since we'll invest in the appropriate candidate! A strong customer focus and an upbeat, cheerful mindset Be aspirational and prepared to dedicate yourself to lifelong learning. Available for employment on weekends, nights, and days Critical thinking abilities and the capacity to solve issues independently Why do our sales team members like their jobs at Sleep Country Canada/Dormez-vous? This full-time, industry-leading commissioned position will inspire and enable you to go above and beyond to improve our clients' lives and develop into a real sleep expert. You might make up to $70,000 annually based on our national average sales commission and bonus earnings. These numbers don't reflect a minimum income guarantee; rather, they are historical averages. Your earning potential is limitless! Financial incentives and sales competitions An inclusive and diverse workplace We'll put money into you and provide you in-depth instruction on how to sell our goods and services. Availability of training and development resources Complete dental and medical coverage as well as a deferred profit-sharing scheme A $250.00 annual wellness credit may be used for any goods or services that enhance your health and well-being, such as workout gear, hiking shoes, nutrition counseling, yoga attire, or health evaluations. Enjoy some of the greatest sleep products in the world by participating in the Associate Discount Program. Top-up benefits for parental and maternity leave Program for Tuition Reimbursement that addresses both professional and personal growth Awards for long service, festivities, and other social gatherings Program for Associate Referrals Paid time off to volunteer at your preferred local charity Waterstone Human Capital named it one of Canada's Most Admired Corporate Cultures in 2023. Extra Details In order to screen for employability or appropriateness, our hiring process uses a variety of screening technologies, including artificial intelligence (AI). Every application is reviewed by human recruiters. Dedication to Belonging, Diversity, Inclusion, and Equity (EDI&B) In order to better understand and fulfill the needs of our clients and the communities we serve, we are dedicated to creating an inclusive and diverse workplace culture. Every job candidate should be treated equally and with respect regardless of their color, national or ethnic origin, religion, age, gender, sexual orientation, or handicap. Accommodations are accessible at every level of the hiring process upon request.

Complete job description Fantastic company. Fantastic individuals. Fantastic chances. Come develop your future with United Rentals if you want the opportunity to leave your mark with the biggest equipment rental company in the world! You will start a structured training program as a Sales Associate on our General Rentals team in order to be ready for a future position as an Outside Sales Representative. You'll collaborate with professionals in the field who are keen to assist you in gaining practical expertise with our technological goods and cultivating the interpersonal abilities that propel client success. What you'll do:To get a comprehensive grasp of the whole equipment-rental lifecycle, start your training in a local branch by shadowing both sales and operational positions. Participate in a digital onboarding course with peers from throughout North America. It will help you hone your sales skills for success in our sector and offers a cooperative learning environment that enables you to establish and use a robust internal support system. Go through a number of outbound sales campaigns that expose you to various construction verticals, varied client spend levels, general vs. specialist equipment rentals, and both new and current customer demographics. Learn how to use the main sales tools offered by United Rentals, such as our customer site, inventory management systems, CRM, and mobile apps. Oversee high-level sales discussions about pricing negotiations, requests for several pieces of rental equipment, collective agreements with the government and educational institutions, equipment servicing contracts, the sale of old equipment after its rental period is over, and much more. Acquire knowledge of tried-and-true sales techniques to provide our clients with answers and boost sales. Take part in neighborhood team activities including charity drives, equipment yard sales, customer appreciation events, daily safety huddles, customer entertainment trips, and internal team-building seminars at 1UR. With the help of weekly peer-ranked contests, real-time sales performance indicators, and numerous accomplishment levels, you may monitor your progress in sales development. Get daily feedback from ride-alongs to nearby work sites, phone coaching sessions, and corporate and local leadership meetings. Developing sales plans for your accounts and setting reasonable deadlines to reach your objectives can help you increase interest during these sessions. Before being promoted to an Outside Sales Representative (OSR), the typical Sales Associate spends four to six months in the Sales Development Program (SDP); the exact time frame depends on both individual performance and market circumstances. Additional tasks as delegated Conditions:A bachelor's degree or comparable professional experience Experience working in a sales position with customers (recommended) Outstanding communication and interpersonal abilities Excellent cooperation and teamwork abilities competent with computers and smartphones and tablets A current driver's license and a respectable driving history Training: Must report on-site Monday through Friday and reside within a reasonable driving distance of the designated branch. Why come along? We do more than only "talk the talk"! We are an award-winning organization that really cares about its employees and was just recognized as a Glassdoor Best Place to Work in 2026. As a result, we provide top-notch benefits and perks that will help you and your family. Along with our financial and health plans, we also provide:Paid Leave for Parents The United Compassion Fund Program for Employee Discounts Opportunities for Career Development and Promotion Extra Vacation Purchase Plan (US Only) Payactiv offers early wage access (US hourly only). Paid Time Off for Illness A culture that is inviting and inclusive Find out more about all of our benefits available in the US here. Regardless of a person's race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, handicap, or any other legally protected status, United Rentals, Inc. is an Equal Opportunity Employer. Please contact careers@ur.com for help if you need a reasonable accommodation at any stage of the application process. Veterans, reservists, current duty personnel, and their families are all valued employees of United Rentals. Our success is fueled by the same principles that characterize your service: collaboration, leadership, discipline, and integrity. We are prepared to assist you in making the move to a fulfilling profession since we already have a large number of veterans on our staff. There are several distinct positions with various tasks and responsibilities at United Rentals. Candidates' real pay rates vary based on a variety of characteristics, such as their job, education, training, experience, talents, and aptitude. Range of Compensation: $40.45 to $58.30