FidelityNext

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.