Student, National Accounts (Fall 2026)

TL;DR

Student, National Accounts (Fall 2026) (Finance): Assisting National Accounts and Sales Enablement teams in client servicing and identifying new business opportunities with an accent on preparing materials, data management, and industry research. Focus on collaborating with clients and partners, supporting sales initiatives, and providing competitive intelligence.

Location: Flexible hybrid schedule in Toronto Office. Current work authorization for Canada is required.

Salary: $23.00–$27.00 hourly (undergraduate rate).

Company

Privately owned investment firm helping Canadian investors with portfolios and services for over 35 years.

What you will do

• Prepare, organize, and present materials and presentations for external clients and internal partners.
• Organize meetings and take notes for Portfolio Managers and Subject Matter Experts.
• Assist sales team and business partners with product and process questions.
• Collect and ensure accuracy of data in Fidelity's CRM system.
• Research external dealer platforms to identify new business opportunities.
• Handle ad hoc projects as required.

Requirements

• Working towards university degree in finance, commerce, economics, or business.
• Keen interest and knowledge of financial industry and capital markets.
• Ability to manage short-term database projects and sales initiatives.
• Skills to identify sales opportunities via competitive intelligence.
• Available full-time for the term duration.
• Proficient in Microsoft Office, with advanced Excel skills.

Culture & Benefits

• Extensive training in communication, public speaking, networking, business etiquette, and emotional intelligence.
• Mentorship and opportunities to explore career paths.
• Volunteering opportunities with non-profits.
• Flexible hybrid schedule.
• Recognized as one of Canada's Top 100 Employers, Great Place to Work, and more.

Hiring process

• Submit resume, cover letter, and transcript.
• Interviews for selected candidates only.