FidelityNext: Recent Episodes
Fidelity Canada
While navigating an early career in this virtual world, you may be wondering ‘What’s 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 today’s 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.
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.
On today’s Episode, host Tamara Radocaj sits down with Fidelity staffing specialist Magda Kajo, for a conversation about the recruitment process for students and experienced professionals. Magda discusses the application and interview process for co-op roles and full time positions, sharing some tips on crafting resumes and cover letters, preparing for interviews, and asking insightful questions. Tamara and Magda talk about the importance of networking, informational coffee chats, and keeping an open mind when exploring career opportunities, especially for students and recent graduates. Madga also shares some of her own positive experiences working at Fidelity, and points out some of the opportunities for growth and development that she has witnessed first hand.
On today’s episode, we are celebrating International Women’s Day with two very special guests whose careers at Fidelity Canada are shining examples of hard work, strength, and success, which is very fitting as this year’s International Women’s Day theme in Canada is strength in every story. Host Emily Anonuevo speaks with Tracy Wong, VP of sales and consultant relations, and Agnes Doherty, VP of Regional Sales for Ontario, who discuss the significance of the day and their career journeys. Tracy and Agnes reflect on the progress made for women in the financial services industry, and speak about the work that is still to be done to achieve gender equality. They talk about the importance of mentorship and allyship in supporting women’s career advancements, and share some advice they would give to their younger selves, along with the strengths and skills they have built up throughout their careers that have contributed to their success. Tracy and Agnes both explain the benefits of the diversity of backgrounds and experiences at Fidelity Canada, and what the company does to create a supportive culture that fosters growth and learning.
Why do co-op students and interns across Canada keep choosing Fidelity Canada? Who better to tell us the story than a student living it! Join us for part two of our FidelityNext discussion on why students keep choosing Fidelity Canada, and hear about Vicki Yang's experiences across different departments. Vicki is currently with the Client Services department, and speaks with host Emily Anonuevo today. From training and development in the student program to the various teams and roles students get to explore – stay tuned to hear firsthand why so many students come back for more.
Are you a student curious about what to do for your next co-op or internship opportunity? Stay tuned today for part one of our FidelityNext discussion on why students keep choosing Fidelity Canada, and hear from some of our currently enrolled students on what it’s like to work here. Angela Mensah, Finance, and Curtis Boothe, Advisor Sales, talk to host Tamara Radocaj about their experiences in Fidelity’s student program, what brought them back, what they’re learning along the way, and more!
On today’s podcast we’re bring you the story of our investment education video series - Money Gains. From how it came to life to where it is today and all the resources available to young investors and educators. Daniela Florea, Investment Analyst, and Monica Gagliardi, Learning and Development, tell us everything we need to know about this incredible initiative. You’ll hear today how young people can learn more about investing, and how educators can bring it into their high-school classrooms!
Are you curious about taking your investing knowledge to the next level? We’re debunking myths vs. facts today - for no matter where you are in your investing journey. Audrey Kim, Senior Investment Analyst, ETF Capital Markets, walks us through some of the most common investing misconceptions and highlights the value of financial literacy - especially for young investors.
On today’s podcast we’ll hear about career opportunities in the finance department of Fidelity Canada. If you’re looking to build a career in finance, today’s guests will be sharing their personal experiences, as well as exploring the different ways to build a career in the financial services industry, and what that looks like at Fidelity Canada. Host Nicole Correale sits down with Alanna Danko, Director of Finance, Business Support, and Emily Winick, Senior Financial Analyst.
Do you want to know everything there is to know about student career opportunities at Fidelity Canada? Fidelity Canada hosts monthly Ask Me Anything’s on our sub-reddit reddit.com/r/FidelityCanada to build an online community and open a two-way communication channel with our audience to promptly answer questions from the Reddit community. These AMA session feature our portfolio managers and experts from various parts of the business. AMA’s with our talent acquisition team focussing on careers at Fidelity are always popular and Jessica Stefan, Manager of Employee and Student Experience, is on today’s FidelityNext podcast to answer all of the most-asked careers questions from our previous Reddit AMA sessions. In today’s discussion, Jessica also shares with host Tamara Radocaj what we look for in student candidates, what life at Fidelity is like, how you can stand out, and so much more!
Attention students – are you considering Fidelity Canada for your next co-op or internship? On today’s FidelityNext podcast you’ll learn everything you need to know about Fidelity Canada’s student program – from what a day in the life is like, to different training and development, to the culture and experience at Fidelity. Verita Karkouti, Learning Solutions Consultant, and Aneesah Rashad, Campus Relations Specialist sit down with host Emily Anonuevo to discuss how at Fidelity we build your career in all aspects – professional development, skill building, mentorship, and more. Students are provided comprehensive training to set you up for success in your present and future. So if an opportunity at Fidelity Canada sounds like something you’re interested in, this episode is for you. Remember, if you are interested in future student opportunities, the recruitment window is several months ahead of the start date – Summer 2025 recruitment is in January 2025 for example, so head to fidelity.ca/careers early.
How do you position yourself during the recruitment process? We’re back with another recruiter Q&A session, where Recruitment Consultant Maggie Wei takes us through the best ways to navigate a resume, interview, networking and more, as you position yourself for a new opportunity. We are always hiring for experienced roles, and in the new year will be in our campus recruitment season, hiring our Summer 2025 students. And the first step towards landing the job is to impress the recruiter, and who better to hear from than one of our very own recruiters. Today Maggie speaks with host Tamara Radocaj.
In today’s episode we’re turning the hosting mic over to one of our students, in this Financial Literacy Month special episode. November 2024 marks the 14th edition of Financial Literacy Month here in Canada. Angela Mensah, a co-op student on our Finance team, has five questions that young investors need to know. Who better to pose those questions to than Joe Overdevest, Portfolio Manager, who has worked for Fidelity since 2002, and has previously served as director of research mentoring the next generation of portfolio managers.
On today’s show we’re bringing you part two of our returning student panel, where two students share their journeys, their experience working at Fidelity Canada as returning students, being campus ambassadors and more. Host Tamara Radocaj sits down with Jessica Hungate, Institutional Distribution, and Regan Blair, Compliance. And in case you missed it, you can also scroll back to the last episode, which was part one of our returning student panel, with two different guests.
Are you a student looking for your next co-op or internship opportunity? If so, part one of this FidelityNext discussion is for you. Stay tuned to hear from some of our current students on what it’s like to work at Fidelity Canada. Kaylie La Vigne, Digital Product Business Development and Madison Roud, Advisor Sales, talk about their experience as returning students, campus ambassadors, and more!
On today’s podcast we’re speaking with two members of Fidelity Canada Institutional – on what FCI does and which clients they serve, as well as hearing about their careers paths and opportunities within FCI. Host Nicole Correale sits down with Konnor Stoker, Institutional Services Manager, and Christy Koh, Client Transitions Manager. Fidelity Canada Institutional’s expertise has been trusted with instutional assets since 1987, and currently has over $55B under management. Over to Nicole, Konnor, and Christy for more.
If you are sales-minded with a passion for all things investing, today’s panel discussion will be right up your alley as advisor sales may be the perfect career path for you. In this vibrant Q&A lead by host Emily Anonuevo, our panel dives into how they got into advisor sales, their experience at Fidelity, and what partnering with investment advisors looks like. Emma Rowatt, Senior Business Development Manager, Eric Wood, Senior Business Development Associate, and Stephanie Lee, Business Development Associate, are today’s guests.
How do you position yourself during the job-hunting process? We’re back with another recruiter Q&A session, where Magdalena Kajo, Bilingual Staffing Specialist, takes us through the best ways to shine in a resume, interview, networking and more as you explore new opportunities - from co-ops and internships to full-time positions. Magda joins host Tamara Radocaj for today’s discussion that you won’t want to miss if you’re currently looking for your next career opportunity.
Do you thrive in working with people and helping them find solutions? In today’s FidelityNext podcast, we learn how to build a career in Client Services at Fidelity from an all-star panel. Host Nicole Correale is joined by three members of our CS team - Raveena Gill, Business Development Representative, Rida Mergoum, Service Centre Specialist, and Daphnee Lessard, Advisor Service Centre Representative. Our panel shares where new grads may find opportunities, and takes us through their experiences on the Client Services team – from how they work together, to how they’ve advanced their careers so far and what may be next.
How can you stand out in your next job interview? How can you make a good first impression off the bat and what can you do ahead of time to prepare for an interview and be sure to ace it. We sit down with recruitment consultant Kevin Situ who gives us an inside look into what job recruiters are looking for in potential candidates and what red flags they commonly catch. Kevin also shares tips on how candidates can tell their stories consistently across many mediums including resumes, interviews, and LinkedIn profiles.
Whether you’re a student, just starting your career, or interested in diving deeper into the financial services sector, Fidelity Clearing Canada, or FCC, is full of new opportunities. Today we’re diving into career journeys at FCC with host Nicole Correale sitting down with Eric Williams, Service Delivery Manager, and Jasmeen Sidhu, Associate Trader, who will take us through their career journeys. Both started as co-op students at Fidelity before moving into their current full-time roles at Fidelity Clearing Canada, Canada’s leading independent clearing broker and custodian.
What to increase your financial literacy and know-how as a young or beginner investor? Fidelity Canada’s Money Gains series helps you learn how to save and grow your money from financial lessons and bes practices. Cameron Chamberlain, Portfolio Strategist, and Cris Do Vale, Director, Product Research, take us behind the scenes and share the story of Money Gains - the series. They highlight Fidelity’s passion for investment literacy, and what Fidelity is doing to give young investors and educators more access to fun, engaging, educational resources for investing 101.
Today on this episode of FidelityNext, we sit down with Director of Emerging Technologies John Bradley and Andre Magalhaes, Team Manager of Automation. As technology and AI grow and touch many aspects of our working and personal lives, John and Andre give an overview of the benefits of AI tools and how we can use them at Fidelity. Plus they talk about the overall evolution of technology in the financial services industry. They also discuss their roles and responsibilities and highlight how tech and emerging job roles are not only a crucial part of a company, but a viable and essential role in any organization.
Emerging tech is a space full of possibilities, from something as simple as automating a series of tasks, to artificial intelligence becoming a permanent part of our lives, technology helps us evolve with new capabilities, reduce manual labour, and save time and effort along the way. The opportunities to make that impact start early. On today’s podcast we’re looking at careers at Fidelity in the emerging tech space. Host Tamara Radocaj leads a panel discussion with three co-op students currently working on the emerging technologies team – Mahdi Abdul Jalil, Vipul Girish Kumar, and Oscar Malik.
What are all the career paths you can take at Fidelity Canada as someone with a legal background? And what skills will you need? Well, the ability to quantify risks, encompassing regulatory knowledge, and possessing excellent negotiation and communication skills, to name a few. We’re joined today by two longstanding Fidelity employees - Robyn Mendelson, VP Legal & Procurement, and Brad Prince, VP Compliance & Risk Management who chat with host Emily Anonuevo about their extensive experience in the field of all things legal, compliance, procurement, and risk management. As well as how their roles have evolved over the years along with the demand for their expertise. They’ll also share advice for young employees and students looking to get into the legal field.
When we think of the various opportunities in the financial services space, rarely is tech considered a possibility. But technology touches everything from how we work, communicate, and stay connected. So, what does the world of tech look like at Fidelity Canada? Joining the FidelityNext discussion today are two employees within tech at Fidelity Canada, Quratulann Akbar, Lead Software Engineer, and Riddhi Hathi, Network Administrator. They join host Tamara Radocaj to touch on how their careers in the technology space have evolved and why they’re passionate about it. From software engineering, to data science, to machine learning, network integration and so much more - you’ll hear about the different avenues for tech enthusiasts wanting to break into the industry.
Dans l’épisode d’aujourd’hui, les membres de l’équipe des ventes de Montréal discutent de l’évolution de leur carrière dans le cadre du programme de formation en ventes de Fidelity. Maria Tawadross s’entretient avec trois membres de l’équipe des ventes de Montréal qui se trouvent à différents stades du programme de formation en ventes. Sébastien Faucher est vice-président de district, Wassila Harkouk est consultante, Expansion des affaires, et Adam Simatos est adjoint, Expansion des affaires. Les membres du panel discutent de leur expérience dans le domaine de la vente de services financiers et offrent des conseils aux étudiants et aux nouveaux diplômés qui s’intéressent à ce secteur.
When you have a growth mindset, learning never ends. And if your career interests lie in helping others, creating employee programs, and improving workplace culture, today’s discussion is for you. Host Emily Anonuevo sits down with two members of Fidelity Canada’s Learning and Development team - Monica Gagliardi, Team Lead, Learning Design Solutions, and Ravina Gill, Learning Design Consultant. The panel dives into their shared passion for education, people, and making a mark on the employee experience. They will also share their own career journeys, what they do everyday as Learning and Development specialists, and how you can get started working in the L&D field.
Today on this episode of FidelityNext, we check in with GenZ Fidelity employees about their experiences at Fidelity Canada. Gen Z or generation Z are typically described as individuals shaped by the digital age, a shifting financial landscape, and a greener future. Iona Seider-Ramos, Marketing Manager, Audrey Kim, Investment Analyst, ETF Capital Markets, and Emily Winick, Senior Financial Analyst describe their journeys from co-op students to full-time employees and what positive experiences have influenced their careers.
Today’s podcast drops just in time for campus recruitment season. As springtime is in full swing, job hunting season is upon us for recent grads and co-op students. What can you do to stand out to recruiters when applying for a job or co-op opportunity? On today’s show, host Nicole Correale speaks with Recruitment Consultant, Maggie Wei, as she shares her insights and tips for how to position yourself on a resume, what to keep in mind while interviewing, and how to get the most of the recruitment process.
Having an open-mind, possessing a willingness to learn and making an impactful contribution - these are just some of the ways you can succeed at a co-op placement. On today's episode, we speak to three co-op students who share their first-hand experience, tips and advice on how they’ve navigated their co-op experience so far. Devaang Gupta, Nam Pham and Sarah Cobean are all returning co-op students who have completed multiple terms with Fidelity. They discuss their experiences in emerging tech, product analysis and the institutional side of the business.
What makes a co-op term at Fidelity unique? Tune into this vibrant discussion with co-op students Jessica Hungate, Digital Media Associate, and Sam Dupuis, Financial Analyst Decision Support, as they discuss their experiences in multiple work terms at Fidelity. Their fresh perspectives on what they learned in the co-op program through training and working with different teams is sure to get new students excited about their own opportunities.
Join us for a special episode of FidelityNext on how to avoid burnout during exam season. Jesse Sarafian, Digital Creator & Event Marketing Manager joins April Cockshutt, clinical herbalist, certified nutritional practitioner, and registered psychotherapist qualifying RPQ, on an engaging discussion on how to navigate exam season – stress free! From sleep, to taking proper breaks, to nutrition, social media and more. April is co-owner of Zen and tonic, wellness clinic in Toronto offering a range of services on holistic healing. For more from Jessie, download our “Invested in Wellness” podcast.
On this episode of FidelityNext, we sit down with three communications managers at Fidelity Canada who will share their different career journeys and how they landed their roles in the financial services industry. Guests Rachel Beveridge, Manager, Corporate Communications and Community Affairs, Amanda Neim, Communications Manager, and Tamara Radocaj, Communications Manager, discuss their experiences in the communications space including, content writing to social media, to internal events, webcast production and thought leadership.
Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness webcast and podcast series, is back with us today with an exercise that will prepare our bodies for rest, take a full body scan, and release any blockages from our minds. Slow things down as Jessie guides you through a deep meditation to unwind and settle the body and mind for sleep.
On this episode of FidelityNext, host Emily Anonuevo speaks to two exceptional members of Fidelity Canada who began their journey as co-op students, then turned their placements into full-time positions all the while combining their passion for championing women in leadership. Sales and Relationship Manager, Jamie Lee Deonarian and Sustainable Investment Analyst Julianna Martino share their insights on a career in financial services and what successes and challenges they've faced along the way.
15 million Canadians currently hold a Tax-Free Savings Account, but there are still many questions that investors, particularly those at the start of their careers, have about the account, its advantages, and its tax benefits. In this episode of FidelityNext, host Emily Anonuevo sits down with Fidelity tax and retirement expert Michelle Munro to talk about the Tax-Free Savings Account. Michelle is a 15-year Fidelity veteran, and travels across Canada to speak to financial advisors and investors about personal finance topics. Today, Michelle answers some common questions young investors have about the TFSA. When is the best time to open one? What types of investments can you hold in a TFSA? And how does the account compare to an RRSP, or the newly announced First Home Savings Account? Michelle also touches on the unique benefits of TFSAs for those at the start of their careers, and the impacts that the current state of the housing market, interest rates and inflation are having on the way people can use TFSAs to reach a place of financial security.
On today’s podcast, we welcome back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, who will take us through a guided meditation that you can do while walking outside. Practicing mindfulness, deep breathing and body awareness can be done anytime, anywhere, and is a fantastic way to center yourself and clear your mind.
At Fidelity, we’re proud to offer a comprehensive co-op program that equips you with tools and resources needed to succeed in your future career. Students get exposure to real-life work experience in a range of departments within the financial services industry, from Client Services to IT and tech, advisor sales and beyond. In today’s podcast, host Emily Anonuevo sits down with Fidelity co-op students, Andrea Cua, Keshawna Rose and Sophia Battista. Our panel today share their first-hand co-op experience, what to expect from a placement and offer advice on how you can make the most of your co-op term at Fidelity.
Over the last three years, we’ve seen our work environments truly evolve. Today, companies around the world are leading the charge as they adopt extraordinary changes in the way employees work – changes that truly encourage flexibility and productivity, and position us to be successful in ways that are unique to us. Diana Godfrey, Senior Vice President of Human Resources, joins host Emily Anonuevo in discussing how Fidelity Canada is a key part of hybrid working - a new work evolution. This new dynamic way of working offers Fidelity employees a balanced, flexible and supportive working environment.
The world of finance and technology are overlapping in many aspects these days and professionals in the finance industry will be crucial in helping people and organizations maximize their return on investments. So, how can students leverage their passion for researching markets and analytical thinking skills into a career within the investment industry? Joining host Emily Anonuevo are Paul Aulicino, portfolio strategist, and Matthew MacMull, director of product research at Fidelity. Paul and Matthew share their insights on their career path, what steps they took to land their jobs, including Paul’s journey from a co-op student to a full-time employee, and what it’s like to work at Fidelity.
In today’s podcast, our host Emily Anonuevo sits down with two exceptional members of Fidelity’s sales team: Patrick Farkas, Manager of Regional Sales and Jaime Ethier a Senior Business Development Manager who work out of our Vancouver office. Jaime and Patrick share tips and advice about what it’s like to work in sales at Fidelity. They break down how they got started in sales and what a day in the life can look like as a sales representative. If you’re interested in a career in sales, Jaime and Patrick share their interview tips and how you can stand out from the crowd within Fidelity’s intensive sales development program. Patrick concludes by sharing what makes the sales development program unique and Jaime breaks down how a career in sales can be a rewarding experience.
Whether you’re planning to buy a new home or if owning your own home is a dream of yours down the road, the first home savings account or an FHSA, allows you to save up to $40,000 tax-free towards the purchase of your first home.
To tell you all about how you can get an FHSA is David Daladouire, Director of Operations in Client Services. David discusses with host Emily Anonuevo the details of an FHSA and how it can help investors save for their first home. He also breaks down the nitty-gritty details of an account, such as the tax benefits of signing up and how long you can keep your account… which is longer than you might think!
Boost your down payment! You could win $8,000 and put it toward your first home. Learn more and enter here: https://go.fidelity.ca/FHSA-Contest
Today we are celebrating International Women’s Day - an annual global celebration focusing on women's successes, rights and advocacy. And in recognition of this special day, we are sharing two incredible and inspiring stories from Fidelity.
In this episode of FidelityNEXT, host Emily Anonuevo sits down with two outstanding Fidelity employees, Claire Fleming an equity research analyst and Reetu Kumra, a 15-year veteran in the financial industry, director of research, and portfolio manager. Claire and Reetu share their career journeys and what it is like to work within the financial industry. They discuss the obstacles they face as a woman in finance and the career advice they would give their younger selves. They also share what it is like working at Fidelity and what makes a career here at Fidelity unique.
On today’s episode we’re diving into Fidelity Canada’s tech career opportunities. Fidelity may be known as a destination for business or finance grads, but tech is a rapidly growing area of the company. Host Emily Anonuevo sits down with Russell Kaunds, VP Infrastructure Services Group, and Michael Desbiens, Director Infrastructure and Support, to learn about their group’s role at Fidelity, open postings, tips for new grads, and the skills needed to excel in tech roles.
We’re bringing you a special episode of FidelityNext today, welcoming back Jessie Sarafian, host of our "Invested in Wellness" podcast and live webcast series. The start of a new year is an ideal time to reflect on your future aspirations and goals for the year. Today Jessie will lead us through a manifestation meditation to clear our minds and prepare for the year ahead. For more from Jessie, subscribe to her podcast “Invested in Wellness” or tune in to her live webcast on Mondays at 12:30 pm EST.
Fidelity.ca/TheUpside for more information.
If you’re considering starting your career with Fidelity, today’s episode is for you. On today’s show we’re joined by two members of Fidelity Canada’s sales team – Patrick Farkas and Jamie Ethier, who are both based out of our Vancouver office. Patrick is the Manager Regional Sales, and Jamie is a Business Development Manager Senior. They join host Nicole Correale to share their specific job responsibilities, their career path, and Fidelity’s career opportunities for new grads, which includes our unique sales program and award-winning development program.
In today's podcast you can hear directly from Fidelity’s own co-op students on how to succeed in your co-op role. These returning co-op students will share their backgrounds and experience working at Fidelity, as well as elaborating on the qualities and skills required to make the most of your co-op experience. Leading the discussion is Eric Wood, recent Toronto Metropolitan University grad who has joined Fidelity full-time. Eric is joined by Jeffrey Leong, University of Toronto, Sam Dupuis, University of Guelph, and Khadijah Balogun, Toronto Metropolitan University.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
Are you interested in landing a co-op or internship at Fidelity? Join us for a special panel discussion featuring four returning Fidelity co-op students as they share their experiences working at Fidelity and offer advice you can act on to stand out during the application process. Leading the discussion is Crawford Stricker, recent grad of Dalhousie University. Crawford is joined by Alexandra Willan, George Brown College, Nam Pham, University of Toronto, and Udbhav Bhardwaj, Wilfrid Laurier University.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
Today we’re welcoming back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast to take us through some hands and wrist stretching exercises. As we sit for long periods of time typing at our desks, our hands and wrists can get tired, numb, and cause pain. These sensations can lead up our arm and to our neck which will cause more strain on the body. Join Jessie as she takes you through simple stretching exercises to relax our muscles and regain functional hand movement. This class can be done sitting in a chair.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s that time of year again. Back to school and back to commuting. Whether you are on campus, off campus, walking, cycling, taking public transit or driving, you probably have some type of commute to get to class. Today we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, to demonstrate an effective and relaxing meditation you can do while commuting to get you better prepped for your day. If you would like to hear more from Jessie, you can listen to her Invested in Wellness podcast wherever you get your podcasts. And more info on her live webcasts (Monday’s at 12:30 pm eastern), can be found on fidelity.ca.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Nic Bellemare, equity research analyst. At Fidelity Canada, the equity research analysts focus on specific sectors, providing research and analysis to portfolio managers. Nic provides a breakdown on asset classes, noting how different asset classes offer varying risk and return opportunities. Nic explains what to consider when comparing investment opportunities, and how you could use these insights in your own investing journey. Additionally, we’ll hear a short segment with host Quinn Flaherty welcoming Meghan Chen, Digital Assets Strategist, who will unpack digital assets with a key focus on cryptocurrencies.
What are the skills and habits required of future business leaders and how can you acquire them? That’s what we’ll explore today with host Quinn Flaherty welcoming Michelle Cooper, Sales Development Consultant, and Monica Flores, Learning Solutions Consultant. Michelle, Monica, and Quinn will unpack the habits and characteristics of successful business leaders, what are the business skills most in demand in the workplace today, and how Fidelity’s Learning and Development program can support career growth. If you’re interested in future-proofing your career, this episode is for you. Never stop learning.
As Canadians make the transition to both online and in-person business activities, how can students like you make meaningful professional connections? Joining host Quinn Flaherty today is Fidelity’s Komal Sharma and Laura Mustard for an informative conversation on how you can build your professional network from anywhere. FidelityNext is both a podcast and live webcast series, with more live webcasts being planned. Please head to fidelity.ca/next for more information on future webcasts.
With new trends, new products and new needs from clients, a career in sales can be an interesting and dynamic experience. This career path is not spoken about a lot when students are in university, and in particular, not to young women in university. On today’s FidelityNext podcast, we feature a panel of Fidelity employees who believe that sales is a great career opportunity for women and wanted to share what the role is like in retail, institutional and clearance business units.
This discussion was initially featured in the 4th annual Fidelity NextGen Women’s Summit - a conference to provide the next generation of female leaders with an opportunity to hear from leading thinkers, inspirational women, and successful professionals from various areas at Fidelity.
Laura Mustard, Manager of Business Development Representatives, discusses what a career in sales at Fidelity looks like with some of Fidelity’s best sales representatives. She is joined by Tracey Wong, VP Consultant Relations, Joel Bernard, Head of Sales & Relationship Management, Kristen Ulveland, Business Development Manager, and Lauren Gardy, Business Development Manager. The Fidelity sales panel discusses how they began their career in sales and what attracted them to begin their career at Fidelity. They also discuss how technology is changing sales and what skills and traits you can develop to also have a successful career in sales.
Today’s podcast features a very interesting topic: What is your investing personality? When it comes to money, everyone’s different. But whether you’re cautious or comfortable with risk, a complete novice, or a seasoned investor, the important thing is to know yourself and your goals, and empower yourself with investing knowledge. Michelle Munro, Director, Tax and Retirement Research, and Etienne Joncas-Bouchard speak with host Quinn Flaherty about the differences between investing personalities on today's podcast.
To get started determining what type of investor you are, please take the “What type of Investor are you?” quiz and try the “On the Money” investing knowledge trivia, both available at investing101.fidelity.ca
In this episode of FidelityNext, we continue the same theme as the previous episode that featured an executive woman's panel. We’re pleased to present a panel of Fidelity Canada female leaders, who share their career insights and advice. Host Quinn Flaherty is joined by Michelle Munro, Director, Tax and Retirement Research, Alana Mangold, Director, Finance and Corporate Accounting, and Julianna Martino, Investment Analyst. Among other topics, the panel also provides an overview of the Women’s Leadership Group at Fidelity, part of the internal Employee Resource Groups.
Today we’re delighted to bring you a special episode for International Women’s Day. Diana Godfrey, SVP, Human Resources, hosts an executive women’s panel of six very prestigious senior leaders who represent different areas at Fidelity Investments Canada. The panel includes Paige Wadden, CCO & VP Risk Oversight, Kelly Creelman, SVP Products, Reetu Kumra, Analyst & Portfolio Manager, Mengting Li, Manager, Finance & Data Analytics, Najma Pilgrim, VP Human Resources & Inclusion, and Violeta Dikanovic, VP Corporate Initiatives & Emerging Technology. The panel discusses their roles at Fidelity, their best and worst career decisions, and the challenges they face when filling a role at Fidelity. They also expand on how Fidelity values culture and how you can have a successful career at Fidelity. As women in leadership, they understand that their paths can be different from men and explain how they rise up in an industry that is mostly male dominated.
This discussion was initially featured in the 4th annual Fidelity NextGen Women’s Summit - a conference to provide the next generation of female leaders with an opportunity to hear from leading thinkers, inspirational women, and successful professionals from various areas at Fidelity.
Did you know Fidelity welcomed over 140 co-op students and recent graduates in 2021, offering roles from marketing to sales and investment management? Hear directly from previous and current students about their experiences working at Fidelity, and the opportunities in 2022 and beyond. Fidelity Canada has a long history of hosting sessions on University campuses to meet you and offer information sessions to help you as you transition from school to the workforce. Due to the pandemic we haven’t been able to travel to campuses, and we hope webcast and podcast sessions like this can help. Today, host Quinn Flaherty will be speaking with Michael, Sarah, and Eric, about their co-op experience.
Happy 2022, and welcome to the first FidelityNext podcast of the year. FidelityNext is brought to you by Fidelity Investments Canada, and we have a long history hosting and participating in events for students on campuses. Due to the pandemic, we haven’t been able to travel to campuses, but we hope these FidelityNext podcasts and live webcasts can bridge that gap and provide you with the information and access you would find during typical on campus sessions. Today we’re pleased to bring you a dynamic discussion with two members of our investment team, equity research analysts Claire Fleming and Andrew Hall. Claire and Andrew share their own career growth stories, which will be valuable for anyone interested in a career in investment management. With host Quinn Flaherty, they’ll provide tips on how they made their applications stand out, making the most of opportunities, and advice for the next generation. Enjoy!
Today we’re looking at finding the right career opportunity for you in 2022. Host Quinn Flaherty leads the discussion and is joined by two members of Fidelity Canada’s HR department – Mira Ioannou, Director Talent Acquisition, and Komal Sharma, Campus Relations Manager. Mira and Komal share tips for students looking to start their career, or look for opportunities while still in school. They also share what employers are looking for, and opportunities here at Fidelity. This discussion was originally presented as a webcast, so head to fidelity.ca/next if you’d rather watch the video, and that same page will show you upcoming live interactive webcasts. We were proud to offer many webcasts in 2021 and will be continuing with them in 2022. Fidelity Canada has a long history of involvement directly on University campuses, hosting and participating in events for students. Due to the pandemic, we haven’t been able to travel to campuses, but we hope these FidelityNext podcasts and live webcasts can bridge that gap and provide you with the information and access you would find during typical sessions on campus.
Looking at a possible career in investment management? Are there questions you always wanted to ask? Today we’re focusing on early career roles that are available in investment management at Fidelity, along with some insights from two members of Fidelity Canada’s investment management team. Joe Overdevest, Portfolio Manager and Director of Research, and Nic Bellemare, Equity Research Analyst, join host Quinn Flaherty. Joe and Nic share their thoughts on how a recent grad can get started in this industry, what they love about their jobs, and they’ll share their personal career stories. Joe, Nic and Quinn also look at why Fidelity is considered a leader in investment management. Opportunities are available for co-op placements in 2022, so please head to the fidelity.ca/careers for more information. Also fidelity.ca/next for more information on future live FidelityNext webcasts.
On today’s podcast we’re focusing on Fidelity Canada’s product team with team members Jeff Peyer and Julianna Martino joining host Quinn Flaherty. Jeff is a Product Solutions Senior Analyst, and Julianna is an Investment Associate and former co-op student. Jeff and Julianna share stories of their own personal career growth, offer advice for those starting their career, and speak about the role of the product team here at Fidelity. Specifically the role of the product team plays in the development of new products, such as their work bringing Fidelity Climate Leadership™ Funds to market.
Expanding on a topic first surfaced earlier this year in a June 2021 episode, today we look at opportunities within Fidelity Canada’s sales team. Host Quinn Flaherty is joined by Kate Bako, Business Development Manager Senior, and Patrick Farkas, Manager of Regional Sales. Kate, Patrick and Quinn discuss the role of the advisor sales team here at Fidelity, the specific positions and responsibilities of the individual members of the sales team, and what opportunities are available for new hires coast to coast. Kate and Patrick expand on their individual career growth, and also share the development and training that is available for members of the sales team as they progress through the various sales roles. Fidelity Canada has a long history of meeting students directly on campus. During the pandemic we haven’t been able to visit campuses, and we hope these FidelityNext live interactive webcasts and podcasts will bridge that gap and provide you with the information we share during typical sessions on campus. Visit fidelity.ca/next for more information on upcoming live webcasts.
On today’s episode we’re focusing on women in leadership and how you can build a successful career in asset management. We’ll hear from two experienced and successful members of Fidelity’s asset management team, Elizabeth Chow and Reetu Kumra, who discuss their personal career journeys and offer advice on how to build a successful career. Topics include career stories about seizing opportunities at the right time, how to overcome professional challenges during unpredictable times and tips on how to make your application stand out among the crowd. Additionally, Liz shares what skill set she believes employers are looking for in new hires, and Reetu shares which certifications and designations are essential to a career in asset management. Throughout the rest of the year we’ll be offering several live interactive FidelityNext webcasts for students and recent grads. To view upcoming topics and register to attend, visit fidelity.ca/next
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_chow_kumra_15oct.pdf
In our last episode we looked at why you could consider starting your career with the Fidelity Investments Canada sales team. Today we look at our finance team, as well as our overall co-op program. Host Emily Anonuevo is joined by Chris Singh and Emily Winick. Chris is Director of Finance Decision Support, and Emily is a Financial Analyst. They will share their personal career journeys and lessons learned along the way. They will also share the role and impact of the finance team at Fidelity Investments Canada and offer tips that can help students entering the workforce.
Host Emily Anonuevo is joined by Kathryn Black and Patrick Farkas, managers of the regional sales teams in our Calgary and Vancouver sales offices, respectively. Kathryn and Patrick discuss why you should consider starting your career with Fidelity Investments Canada. Learn more about the company’s career opportunities for new graduates, including our unique sales program and award-winning development program.
More and more investors are aligning their investments with their values. Today, ESG Analyst Courtney Bedell discusses becoming an analyst in this emerging field and how her work is leading to positive impact for investors and the world. Courtney reflects on the overall growth of ESG investing, and shares that environmental, social, and governance are the three key pillars used to assess companies from a social responsibility standpoint. The ESG analyst team creates internal ESG ratings for companies, which includes focusing on which issues are financially material to a specific company. Courtney also shares her career path, originally joining Fidelity six years ago as a trading representative after a double major in economics and sociology, then transitioned to her current role in Fidelity’s Boston office.
Today we’ll be sharing two stories of exceptional career growth at Fidelity Canada. Host Emily Anonuevo speaks with ETF strategist Katrina Wilson and portfolio strategist Cameron Chamberlain, who will discuss their personal career growth at Fidelity and share lessons learned along the way. Katrina and Cameron share how they effectively transitioned from school to the workforce, and how they navigated a career in the financial industry. For more information on job opportunities at Fidelity please visit careers.fidelity.ca.
Warren Buffet, Peter Lynch, Abigail Johnson. What do these great investing minds have in common? At one point in their careers they had mentors who guided them along their professional journey, or they were mentors themselves. Host Emily Anonuevo is joined by Najma Pilgrim, Director, Human Resources, and Konnor Stoker, Institutional Service Analyst, to discuss how mentors and sponsors can positively affect your career, the key differences between a mentorship and a sponsorship and how to find and nurture professional relationships within your own network. Fidelity Canada has a long history of campus events - which we haven’t been able to hold lately, due to the pandemic. We hope that these FidelityNext podcasts - and live interactive webcasts - will bridge that gap and provide you with the information we share during typical sessions on campus.
Today we’ll hear from two members of Fidelity Canada’s recruitment team: Mansoora Khalifa, Recruitment Consultant, and Komal Sharma, Campus Relations Manager. Mansoora, Komal, and host Emily Anonuevo discuss resumé best practices that will make your application stand out, what recruiters look for during interviews, how you can make a memorable impression online and the importance of being your authentic self during the application process. Making a positive impression with a resumé and interview is a favourite topic during our campus events. If you or someone you know is applying for a job, this is the podcast for you!
On the fifth FidelityNext podcast, Fidelity Canada’s investment professionals discuss what research says about blockchain and cryptocurrencies and how these technologies could shape our future and create opportunities for young Canadians. Portfolio manager and director of research Joe Overdevest, alongside equity research analysts Nic Bellemare and Max Adelson look at what is next for cryptocurrencies, expand on this asset class, and how blockchain has changed business models. They also touch on their career paths from post-secondary education to investment management.
On the fourth FidelityNext podcast we welcome a special guest, Dr. Hadiya Roderique. Dr. Roderique is a lawyer, researcher and award-winning writer, and today discusses how students can make their voices heard and enact change, and what they should consider when it comes to diversity at a company. Dr. Roderique and host Emily Anonuevo are joined by Najma Pilgrim, Human Resources Director and Diversity and Inclusion Lead at Fidelity Canada, who touches on diversity and inclusion in the workplace overall, and specifically what initiatives Fidelity Canada has taken.
Fidelity Canada has a long history of meeting students directly on campus - which we haven’t been able to do lately, due to the pandemic. But we hope that these FidelityNext podcasts - and live interactive webcasts - will bridge that gap and provide you with the information we share during typical sessions on campus. This episode features Joe Overdevest, Director of Research and Portfolio Manager, who normally travels to campuses to talk about his work experience, prior experiences originally as a co-op student, and career opportunities at Fidelity. Joe shares tips on how to kick-start your career, and how to be effective when seeking job opportunities.
In this second episode of FidelityNext, host Emily Anonuevo is joined by Komal Sharma, Campus Relations Manager, and Laura Mustard, Manager of Fidelity’s Business Development Representative team, to discuss a very timely topic: virtual networking. Listen to learn how to use networking platforms in an effective way, and how to build relationships with like-minded professionals. Also, find out how to navigate your career in a virtual environment.
FidelityNext is a live webcast and podcast series for post-secondary students, where we’ll provide you with the tools you need to navigate your impending careers successfully in today’s landscape. Fidelity 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. Host Emily Anonuevo is joined by Komal Sharma, Campus Relations Manager, and Elizabeth Cameron, Social Media Manager, who share tips on social media do’s and don’ts - so you can make a lasting impression and avoid damaging mistakes in how you’re represented online. Learn how to represent yourself online when job searching, and find out how to avoid the common social media mistakes!