Director, Discretionary Portfolios & Wealth Tech

Fidelity Canada; Toronto; Hybrid; CAD 120,000 - 160,000; Full time

Job summary

A financial services firm in Toronto is seeking a Director of Managed Accounts to oversee discrete investment strategies and lead a talented investment team. Ideal candidates have at least 7 years of relevant experience and hold a CFA or CIM. This role involves cross-functional collaboration to integrate tech-enabled solutions for portfolio management. A competitive compensation package with extensive benefits is offered.

Benefits

Competitive total compensation package

Health benefits with no employee premiums

Health and Fitness Reimbursement

Tuition reimbursement

Monetary awards for designations

Qualifications

• 7 years of relevant work experience.
• Advising Representative Ontario Securities Commission (OSC) is a must-have requirement.
• CFA or CIM is a minimum requirement.

Responsibilities

• Recruit and lead a high-performing investment team.
• Design and oversee the creation of discretionary investment strategies.
• Collaborate with technology and data teams on scalable solutions.

Skills

Leadership

Analytical thinking

Communication

Networking

Innovation

Time management

Education

Bachelor’s degree in business administration, finance, or economics

Tools

DataPhile

Harmony

Bloomberg

Job description

A financial services firm in Toronto is seeking a Director of Managed Accounts to oversee discrete investment strategies and lead a talented investment team. Ideal candidates have at least 7 years of relevant experience and hold a CFA or CIM. This role involves cross-functional collaboration to integrate tech-enabled solutions for portfolio management. A competitive compensation package with extensive benefits is offered.