Key Accounts Manager

Job Description

Please note:

• Current work authorization for Canada is required for all openings.

• This is a secondment/contract ending on April 30, 2026.

• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients.  As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. 

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What We Do

The Key Accounts Manager is responsible for supporting and promoting sales into Fidelity’s retail products. This role provides critical support for the firm’s product development initiatives, client management, competitor and industry analysis to inform strategy, partner with other business units and increase our product exposure at distribution partner firms. This role will work closely with the other members of the National Accounts team to meet the below objectives.

How You’ll Make an Impact

Collaborate with External Clients & Industry Conferences

• Prepare, organize and present materials and presentations for external clients and other industry leaders.

• Assist with organizing speakers and SMEs to enhance Fidelity’s brand and relationship at external conferences and events.

Internal Resource for Sales Team and Business Partners

• Be key contact for sales and internal business partners to answer questions about products and processes.

• Educate, present and create communications and collateral for sales to leverage with regards to client changes, industry trends, products on dealer platforms.

Client Relationship Management

• Develop strong relationships with the key points of contact at our distribution partner firms to maximize Fidelity’s market share at the dealer.

• Respond to head office inquiries and RFPs about Fidelity’s products.

Product Management

• Demonstrate a high level of product, market, and competitive investment category expertise .

• Develop a deep understanding of the drivers of success for our products at various dealer firms.

• Assist with internal approval processes for new products and solutions.

Provide Industry Analysis

• Research dealer models to uncover new business opportunities for Fidelity.

• Develop product positioning, competitive benchmarking / analysis and identify key factors that will influence sales success to build a successful business case for new products and solutions.

• Collaborate with external resources and internal partners throughout Fidelity to bring new products and solution to market.

What You’ll Need

• Strong knowledge of investment products and services including Mutual Funds, ETFs, Liquid Alternative and Real Asset products.

• Exceptional analytical ability.

• Excellent oral and written communication skills along with strong presentation skills.

• Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.).

What We’re Looking For

• Completion of a University degree or equivalent work experience.

• Strong Mutual Fund/ETF industry knowledge.

• 3+ years of relevant experience in financial services and/or client relationship management.

• Completion of CFA/MBA/CAIA/other industry designation is an asset.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, 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 taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team