Portfolio Strategist

Fidelity Canada

Toronto, Canada
Base: $110,000 to $130,000; bonus/equity: not spec...
Fully remote
Investment market expertise
Portfolio construction experience
Client relationship skills
Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities

Job Summary

  • Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities.
  • The role works closely with Fidelity’s Portfolio Construction team and sales teams to create and support clients’ open architecture model portfolios.
  • Fidelity Canada is committed to fostering a diverse and inclusive workplace.

Matching Summary

Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities.

Salary

Base: $110,000 to $130,000; Bonus/Equity: Not specified; Benefits: RRSP contribution after 6 months

Skills & Requirements

Must-have

  • Investment market expertise
  • Portfolio construction experience
  • Client relationship skills

Nice-to-have

  • Exceptional analytical skills
  • Strong presentation skills
  • High need for achievement

Key Requirements

  • 5+ years of investment market expertise
  • Completion of a university degree
  • 3+ years of building or analyzing investment portfolios

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter