Portfolio Strategist

Fidelity Canada

Toronto, ON, Canada
Base: $110,000 to $130,000; variable: pyrticipytio...
Fully remote
5+ years investment market expertise
Expert portfolio construction knowledge
Canadian asset management industry knowledge
The role involves supporting advisor clients and sales teams in creating and reviewing customized open-architecture model portfolios

Job Summary

  • The role involves supporting advisor clients and sales teams in creating and reviewing customized open-architecture model portfolios.
  • Candidates must possess expert-level knowledge of portfolio construction concepts and Canadian investment products to drive market penetration.
  • Fidelity offers a competitive base salary ranging from $110,000 to $130,000 along with an RRSP contribution after six months.

Matching Summary

The role involves supporting advisor clients and sales teams in creating and reviewing customized open-architecture model portfolios.

Salary

Base: $110,000 to $130,000; Variable: Participation in compensation-based incentive program; Benefits: RRSP contribution after 6 months

Skills & Requirements

Must-have

  • 5+ years investment market expertise
  • Expert portfolio construction knowledge
  • Canadian asset management industry knowledge

Nice-to-have

  • CFA or MBA or CAIA designation
  • Outstanding oral and written communication skills
  • Ability to deliver presentations to large audiences

Key Requirements

  • Completion of university degree or equivalent work experience
  • Current work authorization for Canada required
  • 3+ years building or analyzing investment portfolios

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter