Institutional Sales Coordinator

Description

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

Business Overview:

The Institutional Distribution business provides 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, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover all major and specialized asset classes.

As an integral member of the Institutional Distribution team, you will work closely with various VPs and their teams to support the day-to-day operations of the department. You will interact with all levels of the organization, both internal/external clients, and act as the primary contact for all administrative needs, requests and inquiries.

What You Will Do:

• Provide administrative support for various Institutional Distribution VPs and their management team

• Plan and coordinate client meetings, special functions and events for industry professionals, both on and off site

• Support the coordination and administration of marketing campaigns

• Manage the continuous data integrity process for sales reporting requirements including preparing and revising presentations, reports and databases

• Run reporting, and manage other ad-hoc requests for the team

• Participate in the development and implementation of special projects as assigned

What We're Looking For:

• Minimum of 1-2 years' experience in an administrative assistant role

• Completion of post-secondary education (college diploma or university degree)

• Completion of or enrollment in the Canadian Securities Course (CSC) or the Canadian Investment Funds Course (IFIC) is an asset

What You Will Bring:

• You have a strong sense of professionalism and diplomacy with demonstrated ability to establish and maintain

relationships with internal and external business partners

• You possess demonstrated strength in time management and organizational skills with the ability to multi-task in a fast-paced work environment with minimal supervision

• You are highly motivated, detail-oriented, and eager to learn

• You are proficient with the MS Office Suite including PowerPoint and Excel, and able to readily learn new systems, Salesforce would be an asset.

Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we’ll help you feel valued and supported as part of our team: