Manager Sales T & E

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.

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.

Role Overview

Reporting to the Director Procurement and Senior Legal Counsel, the Manager Sales T&E is responsible for ensuring that all travel and entertainment for the Sales Team is entered into our expense processing and client relationship management platforms in a timely and accurate manner. The Manager Sales T&E will manage a team of Sales T&E Analysts who support the Sales Team.

What You Will Do

• Apply a strong understanding of the Fidelity’s Business Entertainment and Workplace Gift (BEWG) rules and National Instrument 81-105.
• Identify issues with gifts and entertainment as they may arise to give feedback to Sales and, if necessary, escalate to Compliance
• Train T&E analysts on Fidelity BEWG rules and National Instrument 81-105
• Review the Sales T&E Policies and Procedures and update where required
• Research, develop and implement new workflow processes and procedures where required
• Communicate updates and any training on Policies and Procedures throughout the organization
• Manage T&E Admin Team to ensure that they are adequately supported in their day-to-day activities.
• Build effective relationships with the Sales Team to get work done in a professional, cooperative, and efficient manner
• Act as liaison for Dalian T&E Team and build solid relationships
• Conduct weekly meetings with Dalian Sales T&E g Team and act as liaison between FIC and Dalian on various matters (i.e., Sales T&E process changes, Sales Team changes etc.)
• Liaise and communicate with Sales Management and Sales Teams on Sales T&E updates as needed.
• Ensure information received from Sales Team is accurate and in good order
• Communicate appropriate issues in a timely manner to Manager for resolution
• Provide reporting on expense processing data and trends and compliance with T&E rules to management

What We’re Looking For

• Post secondary degree or equivalent work experience
• Minimum 5 years’ experience managing and/or coaching, mentoring people.
• Understanding of National Instrument 81-105 and sales practices policies
• Experience in the financial services/mutual fund industry is an asset
• Preferable to have completed; or in the process of completing: Canadian Securities Course or Canadian Investment Funds Course

The Expertise you Bring

• Strong managerial, coaching and mentoring skills
• Excellent written and oral communication skills
• Excellent organizational skills
• Ability to take initiative, work independently and handle multiple tasks
• Excellent time management skills with the ability to work under tight deadlines
• Commitment to excellence
• Proficient in Microsoft Word, Excel and PowerPoint

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: A competitive annual range of $65,000 to $100,000, based on your experience and qualifications.
• Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.
• 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.

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