Portfolio Strategist

* Build, maintain, and communicate with expert level of knowledge on portfolio construction concepts
* Identify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyalty
* Partner with Fidelity’s Portfolio Construction team to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengths
* Produce and support development of thought leadership and insights regarding portfolio construction
* 5+ years of investment market expertise
* Completion of a university degree or equivalent work experience
* Completion of CFA/MBA/CAIA is an asset
* Canadian asset management or wealth management industry knowledge
* 3+ years of building or analyzing investment portfolios and an expert level of knowledge on portfolio construction concepts
* Outstanding oral and written communication skills with the ability to engage others in a clear and compelling manner.
* Exceptional analytical skills.
* Ability to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and process.
* Excellent client relationship skills.
* Portfolio construction experience and strong knowledge of Canadian investment products and services. Enjoy creating and delivering presentations to large audiences.
* Proven ability to translate superb communication skills into positive interactions and long-term relationships.
* Have a high need for achievement and seek out every opportunity to create a win-win situation.
* ** Variable compensation plan:
** participation in a compensation-based incentive program that rewards you for driving results and achieving targets.
* ** RRSP Contribution**:
After 6 months of employment, we invest in your future with an
** RRSP contribution—no employee matching required.
**** Base Salary**: A competitive annual range of **$110,000 to $130,000**, based on your experience and qualifications.

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here.

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