Portfolio Strategist

TL;DR

Portfolio Strategist (Finance): Promoting Fidelity’s portfolio construction capabilities and providing expertise on product offerings, industry trends, and competitor intelligence with an accent on customized open-architecture model portfolios. Focus on conducting investment consultations, supporting sales with portfolio analysis, and contributing to asset allocation strategies using Fidelity Portfolio Intelligence.

Location: Based in Toronto, 100% remote schedule, current work authorization for Canada required

Salary: $110,000 to $130,000

Company

Privately owned investment firm helping Canadian investors with trusted portfolios and services for over 35 years, embracing innovation and growth.

What you will do

• Support advisors, sales, and internal partners with portfolio construction information, customized model portfolios, and Fidelity Portfolio Intelligence training.
• Conduct independent meetings and accompany sales in advisor discussions on portfolio construction; some travel required.
• Develop relationships with sales and clients to provide insights on portfolio analysis and construction.
• Build expert knowledge on portfolio concepts and produce thought leadership to establish Fidelity as an industry leader.
• Contribute to asset allocation, model portfolio strategy, oversight, and execution using investment tools and market research.
• Review products in model portfolios and discuss changes with clients.

Requirements

• 5+ years of investment market expertise; 3+ years building or analyzing investment portfolios
• Expert knowledge of portfolio construction concepts and Canadian investment products/services.
• University degree or equivalent experience; CFA/MBA/CAIA is an asset.
• Canadian asset/wealth management industry knowledge.
• Outstanding communication, analytical, and client relationship skills; experience delivering presentations.

Culture & Benefits

• Competitive base salary $110,000–$130,000 plus variable incentive program.
• RRSP contributions after 6 months (no employee matching required).
• Diverse, inclusive environment with career growth opportunities.
• Multiple awards for top employer, inclusion, mental wellness, and benefits.