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.

On today's episode, host Emily Anonuevo is joined by Campus Relations Specialist Aneesah Rashad, to discuss the student recruitment process and opportunities available at Fidelity. Aneesah's responsibilities include hiring 60-80 students every four months, promoting Fidelity's brand on campuses, building relationships with universities and colleges, and providing advice to students on improving their resumes, applications, and interview skills. Aneesah goes into detail about the student recruitment process at Fidelity, which involves a two-week application window, followed by interviews and onboarding for successful candidates. How candidates present themselves in these interviews is vital for their advancement, which is why Aneesah goes over how to prepare for some of the most important interview questions, such as "Tell me about yourself", "Why do you want to work here?", "Why this role?", "Describe your strengths and weaknesses" and "How would you solve a conflict without much guidance". Fidelity offers a wide range of roles beyond finance and business, many of which Aneesah cover's on today's episode, in departments like sales, human resources, marketing, and technology. Students from diverse backgrounds are encouraged to apply, as the company values transferable skills.

Today's episode is all about Investly, and how this new app from Fidelity can help you in your career journey, as well as your personal investing journey. Investly is an investing app designed for first-time investors, especially students and young professionals, to help them take the first steps into investing. Features include guided investing that is tailored to your specific needs, educational content, goal-setting features, and on-demand financial advice from registered portfolio managers. Host Tamara Radocaj is joined by Iona Seider-Ramos, marketing manager for Investly, and Emily Marchaletta, brand ambassador for Investly, who, in addition to providing an outline of how Investly works and what makes it perfect for new investors, discuss the co-op and internship opportunities offered by Investly, from business to software development. They also speak about the Investly Brand Ambassador Programme, a role for current students to promote the app on campus, connect with other students, and provide feedback to the Investly team. Iona and Emily are both excited and passionate about Investly, since it aligns with their own experiences and goals, and they encourage students to get involved, whether through the app, the c-op roles, or the brand ambassador programme.

On today's episode, host Tamara Radocaj is joined by two of Fidelity Canada's co-op students, to take us through their day-to-day life at Fidelity. Nathalia Lewis, on a co-op from Toronto Metropolitan University, works on the talent acquisition team, where she supports the recruiting process, sources data, and manages the careers@fidelity email. Laura Nubarian is a finance student at Concordia University, and a part of the Transfer Agent Processing team at Fidelity's Montreal office, processing advisor requests and account openings. Both of them talk about the diverse opportunities, supportive team environment, and the ways in which Fidelity cultivates a focus on professional development, such as workshops on networking, presentation skills, career growth, and more. They both provide advice to future or current co-op students, like how to stay open-minded about opportunities, ask questions, and connect with other interns and learn from their experiences.

On today’s episode, host Emily Anonuevo sits down with Product Research team members Maeghan Chandler and Paul Aulicino, both of whom are former Fidelity co-op students, to share their career journeys and insights into working in financial services. The product research team maintains established funds, communicates with portfolio managers, and provides insights into financial advisors, making it a great place for employees and students to develop the relevant skills needed to succeed in the financial services industry, and creating a learning environment that provides mentorship opportunities to help employees grow in their careers. Meaghan and Paul share how they both discovered their passion for finance and embraced Fidelity’s supportive culture on their respective co-op terms, and the opportunities they have taken advantage of during their time on the product research team. They also talk about the most rewarding aspects of working in this industry, as well as the biggest challenges, and share advice for students interested in financial services and product research roles.

Today’s episode is all about Client Services, and how a career path through this vital department at Fidelity can help you progress in your professional future. Host Nicole Correale chats with Manager of Private Investments in Institutional Operations and Estates Yorik Thibault, and Product Owner Sabrina Siddique, both of whom began in the Advisor Service Centre, and have worked their way up through the ranks. They talk about the soft skills that they developed and honed throughout their time at Fidelity that have helped them navigate the challenges of their various roles, and explain how their growth and development were aided by Fidelity’s collaborative work environment and the extensive training they were able to take part in. They also share tips on how to stay motivated and set goals in your role by maintaining a positive attitude and being willing to try new things. Take a listen.

Fidelity Clearing Canada, or FCC for short, is a major business unit within Fidelity Canada that provides clearing, custody, and trade execution services to the financial services industry. FCC works as an intermediary between buyers and sellers, processing and settling securities transactions, and safeguarding client assets. It’s also a great place for Fidelity co-op students to gain valuable experience within the financial services industry. On today’s episode, host Tamara Radocaj sits down with Ryan Muhammad, Director of Finance at FCC, and Courtney Johnson, Team Manager Operations at FCC, to discuss their career journeys within the organization, and share advice for students. Ryan talks about his career journey from accounting to corporate finance, highlighting the differences between the investment and clearing sides of the business, and Courtney shares her experience starting as a co-op student at Fidelity and ultimately progressing to a management role, sharing the support and career development opportunities she was able to benefit from at Fidelity.

Christina Barr, Campus Relations Manager at Fidelity, joins the show today to talk about Fidelity’s student program, sharing the qualities Fidelity looks for in student candidates, and the benefits of the program for students and the company. Christina and host Tamara Radocaj discuss the ways in which Fidelity aims to recruit students from various backgrounds and experience levels, and how co-op students are encouraged to explore different areas of the business during their work terms. Christina highlights the collaborative culture at Fidelity, and the opportunities for students to work on real projects and gain exposure to different parts of the organization. She also shares some advice on how to best prepare to apply for a co-op role at Fidelity.