Portfolio Strategist

Fidelity International; Calgary; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading investment firm seeks a Portfolio Strategist to enhance portfolio construction insights for advisor clients. The role requires strong investment market expertise and excellent communication skills, focusing on providing tailored investment solutions to support Fidelity's clients and drive portfolio success.

Benefits

Flexible working arrangements

Competitive total compensation with RRSP contributions

Comprehensive health benefits with 100% employer-paid premiums

Parental leave top-up to 100% for 25 weeks

Up to $650 for home office equipment

Generous time off including paid volunteer days

Access to professional development opportunities

Qualifications

• 5+ years of investment market expertise.
• 3+ years of building or analyzing investment portfolios.
• Expert level of knowledge on portfolio construction concepts.

Responsibilities

• Support advisor clients with portfolio construction insights.
• Conduct independent meetings with advisors for portfolio discussions.
• Identify opportunities for portfolio construction strategies.

Skills

Outstanding oral and written communication skills

Exceptional analytical skills

Knowledge of Canadian investment products

Education

Completion of a university degree or equivalent work experience

Completion of CFA / MBA / CAIA is an asset

Job description

Current work authorization for Canada is required for all openings.

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Company Overview

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Opportunity

Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities. Portfolio Strategists support a dedicated sales region to provide portfolio construction insight and expertise regarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. Portfolio Strategists conduct investment portfolio consultations with advisors using Fidelity’s in-house portfolio analytics tool, Fidelity Portfolio Intelligence. The role works closely with Fidelity’s Portfolio Construction team and sales teams to create and support clients’ open architecture model portfolios.

What You’ll Do

• Support advisor clients, Sales, and other internal partners with timely and relevant information
• Support advisors in the creation, implementation, and review of customized, open-architecture model portfolios
• Conduct independent meetings and accompany the sales team in advisor meetings supporting portfolio construction discussions - some travel required
• Support sales team members on ad hoc queries for portfolio construction information and training on Fidelity Portfolio Intelligence
• Responsible for supporting Sales by providing insight and expertise in the development of portfolio analysis and construction.
• Establish Fidelity Canada as an industry leader in portfolio construction
• 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
• Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution
• Partner with Portfolio Construction team, Sales, advisors, and prospects to contribute to the building of model portfolios
• Utilize investment tools and market research to discuss recommendations with advisors, including a detailed analysis of risk, return, and diversification for investment portfolios and / or an advisors’ book of business
• Develop relationships with Fidelity’s Portfolio Construction team to deliver model portfolios to advisors that meet their needs and expectations
• Review products used within model portfolios to discuss notable changes with clients

What We’re Looking For

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

What You’ll Bring

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.

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.

Are flexible and adaptable to adjust quickly to change.

Have a high need for achievement and seek out every opportunity to create a win-win situation.

Some of the ways we’ll help you feel valued and supported as part of our team :

• Flexible working arrangements
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal / Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [emailprotected] .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

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