Portfolio Strategist

Fidelity International; Vancouver; Remote; CAD 80,000 - 120,000; Full time

Job summary

As a Portfolio Strategist at a leading investment firm, you will utilize your expertise to support advisors and enhance portfolio construction strategies. The role demands strong analytical and communication skills to contribute to Fidelity's reputation as an industry leader. Join a dynamic team committed to client success and professional development.

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 advisors in creating and implementing customized open-architecture model portfolios.
• Conduct investment portfolio consultations with advisors.
• Partner with the Portfolio Construction team to build model portfolios.

Skills

Analytical skills

Communication skills

Knowledge of investment products

Education

University degree or equivalent work experience

CFA / MBA / CAIA certification

Job description

• Please note this role is based in Vancouver

You will be working on a 100% remote office schedule as part of Fidelitys dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Company Overview

At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

The Opportunity

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

What Youll 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 Fidelitys Portfolio Construction team to educate and promote Fidelitys 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 Fidelitys 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 Were 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 Youll 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.

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 .

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.

Why Work at Fidelity

We are proud to be recipients of the following :

Awards

Great Place To Work Certified

o Best Workplaces for Inclusion

o Best Workplaces for Mental Wellness

o Best Workplaces for Todays Youth

o Best Workplaces for Women

o Best Workplaces in Financial Services & Insurance

o Best Workplaces in Ontario

o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Diversity & Inclusion Employer

Designations

Canadian Compassionate Companies Certified

Benefits Canadas Workplace Benefits Award - Future of Work Strategy

TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Key Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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