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Financial Literacy Month: What do young investors need to know? | Episode 6420 Nov 202400:07:32

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.

Returning student panel - Part two | Episode 6306 Nov 202400:27:06

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.

Emerging trends in technology | Episode 5417 Jul 202400:23:09

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.

Co-op students in emerging technology | Episode 5303 Jul 202400:13:41

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.

Career paths in Legal and Compliance | Episode 5219 Jun 202400:20:42

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.

Tech paths at Fidelity | Episode 5105 Jun 202400:27:48

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.

Faire carrière en ventes dans le secteur financier à Montréal | Épisode 5022 May 202400:23:16

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.

Career paths in Learning & Development | Episode 4915 May 202400:21:46

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.

 

 

Vibe Check: The Gen Z perspective at Fidelity | Episode 4808 May 202400:22:51

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.

Stand out to recruiters: Tips for resumes, interviews & more! | Episode 4701 May 202400:15:46

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.

Returning co-op students talk about emerging tech, research, and finance | Episode 4624 Apr 202400:20:23

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.

Experiences in Fidelity's co-op program | Episode 4510 Apr 202400:27:31

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.

Returning student panel - Part one | Episode 6230 Oct 202400:16:18

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!

Five key tips for avoiding burnout during exam season | Episode 4403 Apr 202400:25:19

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.

Navigating a career in the financial communications field | Episode 4325 Mar 202400:22:00

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.

FidelityNext x Invested In Wellness: Prepping for a good night’s sleep | Episode 4221 Sep 202300:08:23

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.

Career journey at Fidelity: From co-op students to ERG co-chairs | Episode 4126 Jul 202300:25:03

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.

Why a Tax-Free Savings Account may be the right account for you | Episode 4023 Jun 202300:29:46

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.

FidelityNext x Invested In Wellness: 5-minute walking meditation | Episode 3907 Jun 202300:04:21

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.

Being a co-op student at Fidelity | Episode 3825 Apr 202300:20:35

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.

The evolution of work: How Fidelity embraces dynamic working | Episode 3711 Apr 202300:17:13

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 path from student to portfolio strategist | Episode 3603 Apr 202300:25:11

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.

Success in sales at Fidelity Canada | Episode 3527 Mar 202300:23:09

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.

Careers at Fidelity Canada Institutional | Episode 6123 Oct 202400:22:25

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.

Understanding the new First Home Savings Account | Episode 3416 Mar 202300:15:21

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

Celebrating women in asset management: Career journeys at Fidelity | Episode 3308 Mar 202300:23:01

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.

Discover Fidelity’s tech career opportunities | Episode 3221 Feb 202300:17:08

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.

FidelityNext x Invested In Wellness: 5-minute manifestation meditation | Episode 3123 Jan 202300:05:35

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.

Start your career in sales at Fidelity Canada | Episode 3002 Dec 202200:27:09

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.

Student roundtable: How to optimize your co-op experience | Episode 2925 Nov 202200:27:50

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-balogun-dupuis-leong-nov9-22.pdf

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.

Student roundtable: How to land your next co-op role at Fidelity | Episode 2818 Nov 202200:28:22

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-bhardwaj-pham-willan-nov4-22.pdf

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.

FidelityNext x Invested In Wellness: 10-minute hand and wrist stretching | Episode 2711 Oct 202200:10:55

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.

FidelityNext x Invested In Wellness: 5-minute commute meditation | Episode 2607 Sep 202200:05:03

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.

Asset classes explained | Episode 2515 Aug 202200:23:21

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.

Careers in Advisor Sales | Episode 6009 Oct 202400:15:54

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.

Never stop learning: How Fidelity can help you grow | Episode 2406 Jul 202200:24:04

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-cooper-flores-june29.pdf

How to expand your network in a hybrid world | Episode 2331 May 202200:27:37

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelitynext_sharma_mustard_may25.pdf

Building a successful career in sales at Fidelity | Episode 2222 Mar 202200:35:18

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.

What is your investing personality? | Episode 2115 Mar 202200:28:11

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

Career insights and advice: Fidelity Canada Women in Finance | Episode 2008 Mar 202200:25:49

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.

Career insights and advice: Fidelity Canada Women in Leadership | Episode 1908 Mar 202200:33:26

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.

See yourself at Fidelity: Stories from Fidelity co-op students | Episode 1831 Jan 202200:27:44

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.

Starting in asset management: Stories from Fidelity’s equity research team | Episode 1721 Jan 202200:26:50

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!

How to find the right career opportunity for you in 2022 | Episode 1614 Dec 202100:27:15

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.

Kickstart your career: Early career roles in investment management at Fidelity | Episode 1503 Dec 202100:27:24

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.

How to shine in the recruitment process | Episode 5925 Sep 202400:17:01

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.

Kickstart your career: How the Fidelity product team builds products for a greener world | Episode 1423 Nov 202100:28:17

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.

Kickstart your career: Why Sales at Fidelity is the right fit for you | Episode 1305 Nov 202100:27:59

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.

Women in leadership: How you can build a successful career in asset management | Episode 1225 Oct 202100:28:36

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

Kickstart your career: Why Finance at Fidelity is the right fit for you | Episode 1124 Sep 202100:27:57

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.

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