Institutional Sales Coordinator

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• This is a regular, full-time role
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement

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

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation of $71,000 to $81,000, based on your experience and qualifications.
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

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:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• 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, that include up to $6000 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 2 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

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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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 [email protected].

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