Remote Portfolio Architect – Canada

Fidelity Canada; Toronto; Remote; CAD 110,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Variable compensation plan

RRSP contribution after 6 months

Job summary

A leading financial services firm based in Toronto is seeking a Portfolio Strategist to enhance its portfolio construction capabilities. The role involves supporting advisor clients and internal partners with investment insights while conducting consultations using Fidelity's portfolio analytics tools. The ideal candidate will have 5+ years of investment market expertise and experience in building or analyzing portfolios. A competitive compensation package is offered, including a salary range of $110,000 to $130,000 based on experience.

Qualifications

• 5+ years of investment market expertise.
• Strong knowledge of portfolio construction concepts.
• Completion of a university degree or equivalent work experience.

Responsibilities

• Support advisor clients and internal partners with relevant information.
• Conduct independent meetings supporting portfolio construction discussions.
• Develop strong relationships with Sales and clients.

Skills

Investment market expertise

Communication skills

Analytical skills

Client relationship skills

Education

University degree or equivalent work experience

CFA/MBA/CAIA

Job description

A leading financial services firm based in Toronto is seeking a Portfolio Strategist to enhance its portfolio construction capabilities. The role involves supporting advisor clients and internal partners with investment insights while conducting consultations using Fidelity's portfolio analytics tools. The ideal candidate will have 5+ years of investment market expertise and experience in building or analyzing portfolios. A competitive compensation package is offered, including a salary range of $110,000 to $130,000 based on experience.