Investly Business Development Associate - Calgary

Job Overview

Current work authorization for Canada is required for all openings. This is a regular, full‑time opportunity. The position operates on a hybrid schedule in line with Fidelity’s dynamic working arrangement.

Primary Responsibilities

• Sponsorship & Partnership Development – Identify and secure sponsorship opportunities with local organizations, clubs, and events aligned to business goals such as funded investors and AUM.
• Build a roadmap of regional initiatives to raise awareness of Investly and support sales targets.
• Work with Marketing, Compliance and Dealer Compliance to ensure events comply with company guidelines.
• Regional Strategy & Reporting – Gather and analyze market trends and user data to inform strategy.
• Collect qualitative feedback from prospects and clients and input into CRM or equivalent system.
• Use approved AI tools, such as Co‑Pilot, to uncover insights into sales tactics...