FidelityNext

Author: Fidelity Canada

While navigating an early career in this virtual world, you may be wondering Whats Next? FidelityNext is a live webcast and podcast series for post-secondary students, where Fidelity Investments Canada will provide you with the tools you need to navigate your impending careers successfully in todays landscape. Fidelity Investments Canada has a long history of meeting students directly on campus, and we hope these FidelityNext webcasts and podcasts will bridge that gap and provide you with the information we share during typical sessions on campus.
Be a guest on this podcast

Language: en

Genres: Business, Careers, Education

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

Student to District VP: Journeys in Advisor Sales | Episode 82
Episode 82
Thursday, 31 July, 2025

Fidelity's Advisor Sales department is a great place for young professionals to rise through the ranks and establish their careers in the financial services industry. Many members of this department started out as co-op students and have grown through multiple different roles on their journey up the advisor sales career ladder. Both of today's guests are former co-op students and have now found a permanent place in the Advisor Sales team. Joining host Tamara Radocaj today are senior business development manager Nicole Dungey, and Business Development Representative Ariana Bill. They provide an overview of the sales development program at Fidelity that allows employees to be promoted through various different roles in the first years of their career, from business development representative to associate, manager, and senior manager roles, eventually leading up to the district vice president role. To find success in this competitive sales environment, they discuss the different sales styles they have observed, and share advice on finding an authentic approach that aligns with one's personality. They also share their experience with various projects and initiatives at Fidelity, both as co-op students and full-time employees, and emphasize the strong culture, training, and development opportunities at Fidelity, which make it an attractive workplace for young professionals.