Alternative Strategist

Fidelity Canada; Vancouver; Hybrid; CAD 120,000 - 140,000; Full time

Benefits offered by this job

Base salary of $120,000 – $140,000

Variable compensation plan

RRSP contribution after 6 months

Job summary

Fidelity Canada is hiring an Alternative Strategist to drive sales and AUM growth across Western Canada. The role involves engaging with financial advisors, communicating investment philosophy, and representing Fidelity at industry events. The ideal candidate has a minimum of 5 years in wholesale sales, preferably in an investment services environment. A university degree and effective communication skills are essential. The position offers a competitive salary range of $120,000 – $140,000 annually, alongside a variable compensation plan.

Qualifications

• Minimum 5 years of wholesale sales experience in an investment services environment focusing on alternatives.
• Effective written and verbal communication skills with excellent presentation abilities.
• Ability to negotiate and articulate investment philosophy convincingly.

Responsibilities

• Drive sales and AUM growth by engaging with financial advisors.
• Attend conferences and disseminate developments in the alternative landscape.
• Provide thought leadership and support product development.

Skills

Wholesale sales experience

Communication skills

Relationship-building

Presentation skills

Education

University degree or equivalent work experience

CAIA, CFA, CIM, MBA

Job description

Location: Vancouver or Calgary (remote work arrangement available; candidates must have current Canadian work authorization).

Overview

As an Alternative Strategist at Fidelity, you will drive our alternative sales and AUM growth across Western Canada by engaging with financial advisors, sales teams, and stakeholders. You will communicate investment philosophy, product updates, and thought leadership, support product development, and represent Fidelity at industry events and conferences.

Responsibilities

• Build, maintain, and communicate expert knowledge on Fidelity’s alternative strategies, competitor landscape, and capital markets.
• Attend internal and external conferences to understand and disseminate developments in the alternative landscape.
• Engage dealer gatekeepers and decision makers to secure inclusion of our alternative offerings on approved lists.
• Provide thought leadership and in‑depth insights to sales teams, delivering monthly or one‑off updates.
• Collaborate with partners to support educational initiatives for the sales development program, ensuring salesforce is equipped on alternatives.
• Act as an advisor to partner financial advisors, providing SME support on complex alternative solutions.
• Engage directly with advisors in Western Canada, expanding knowledge and usage of Fidelity’s alternative solutions.
• Help DVPs/BDMs develop and manage alternative business plans for their territories, including segmenting by client type.
• Provide meaningful engagement with core and prospective advisor clients to enhance partnerships and drive new growth.
• Identify and execute sales strategies that increase net sales, market penetration, and customer loyalty.
• Partner with Sales to create a continuously evolving pitch for each alternative offering.
• Collaborate with portfolio managers, maintaining open communication for timely inputs.
• Participate in industry events and conferences to educate DIY investors about alternative investing.
• Provide insights for external investment communication materials, ensuring correct alternative positioning.
• Assist in producing thought‑leadership pieces and supporting product development initiatives.
• Build strong relationships with alternative portfolio managers and support client presentations.

Qualifications

• Minimum 5 years of wholesale sales experience in an investment services environment, focusing on alternatives.
• University degree or equivalent work experience.
• Additional designations such as CAIA, CFA, CIM, MBA are an asset.
• Highly effective written and verbal communication skills, with excellent presentation abilities.
• Ability to articulate investment philosophy and mechanics convincingly.
• Track record of creating and delivering investment presentations to diverse audiences.
• Strong relationship‑building capacity and collaboration across investment, distribution, product, and senior management teams.
• Willingness to travel frequently, on average 1‑2 days per week.

Benefits

• Base salary: $120,000 – $140,000 annually (dependent on experience and qualifications).
• Variable‑compensation plan participation, rewarding results and target achievement.
• RRSP contribution after 6 months of employment (no employee match required).
• Compliance with provincial pay‑transparency requirements.

Equal Opportunity Employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, family status, veteran status, or other legally protected attributes.

Accommodation during the application process is available. Candidates requiring accommodations should contact us at [e-mail].