FidelityNext

What is your investing personality? | Episode 21

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 20

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 19

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 18

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 17

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 16

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 15

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.

Kickstart your career: How the Fidelity product team builds products for a greener world | Episode 14

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 13

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 12

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