Location: Toronto, ON

The VP, Institutional Sales is a key driver of new business growth, tasked with aggressively expanding our market share in Western Ontario and Western Canada. This role is centered on proactively identifying, qualifying and closing new sales opportunities.  This role is responsible for building a robust pipeline and securing new institutional client relationships for Fidelity. is responsible for building market share by creating, maintaining and executing account strategies and plans that develop and encourage long term client relationships with existing and new accounts. The incumbent will build and maintain strong client relationships at multiple levels within an account to uncover, qualify and close sales opportunities and build the Fidelity brand.

What You Will Do

• Deliver funded new business that meets or exceeds annual sales targets.
• Articulate Fidelity’s value proposition to Investment prospects within assigned territory.
• Identify and qualify appropriate sales opportunities within assigned territory
• Cultivate close ongoing relationships with market influencers, consultants and plan sponsors.
• Negotiate legal documents/contracts with new clients, ensuring smooth hand-off to the Transition and Relationship Management teams
• Work collaboratively within and across business units to create one face to the customer and provide leadership and direction to the organization and team members on day to day execution of account plans, events, product needs and service standards
• Partner with various departments within the Institutional business (Client Management, Consultant Relations) and multiple divisions within the greater Fidelity organization (Portfolio Managers, Legal, Compliance, Treasury, Back Office, Products and Marketing, Operations) to ensure all are appropriately engaged in strengthening and advancing business relationships

What We’re Looking For

• 8-10+ years experience in the investment management marketplace with a proven track record of developing and maintaining strong relationships at multiple levels across the organization
• University degree preferably in Business, Commerce, Finance or related field or equivalent work experience
• Designations or equivalent technical knowledge and understanding of the investment industry and financial products are an asset, e.g. Canadian Securities Course (CSC), Chartered Financial Analyst (CFA), Masters of Business Administration (MBA)

What You Will Bring
Understanding of the Canadian financial services industry including:

• In depth knowledge of institutional investments, banking, insurance and the products and services offered
• In depth knowledge of competition and trends in the financial services marketplace
• Solid knowledge of institutional money managers, consultants and the pension industry
• Adept at devising and implementing sales strategies and ensuring that the appropriate information is communicated to the correct audience in a clear and compelling manner
• Able to analyze, classify and allocate appropriate time and resources to plan call cycles, account development and prospecting activities
• Exceptional verbal and written communication skills with the ability communicate to all audiences and on behalf of the Portfolio Manager when required
• Outstanding relationship management skills
• Outstanding attention to detail
• Team player with good negotiation and collaboration skills
• Strong desire for excellence is mandatory

 

Employment Type: Full-time

How to Apply: Please apply to this opportunity on Fidelity's Careers site at:
https://fil.wd3.myworkdayjobs.com/fidelitycanada/job/Toronto-Office/VP-Institutional-Sales_J62733

Posting Date: November 28, 2025

Organization Name: Fidelity Canada