Stratège en placements non traditionnels/Alternative Strategist

Fidelity Canada; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

Fidelity Canada seeks an Alternative Strategist to enhance its position in alternative investing. The role involves establishing industry leadership, building client relationships, and providing insights on Fidelity's investment offerings. A strong focus on communication and collaboration is essential, along with at least five years of sales experience in investment services.

Benefits

Opportunity to participate in Fidelity profit-sharing program

Company contributes to your RRSP without a matching requirement

Health benefits with no employee premiums

Health Care Spending Account

Health and Fitness Reimbursement

Generous time off policy

Access to over 11,000 training courses

Qualifications

• Minimum 5 years of sales experience in a wholesale investment services environment with a focus on alternatives.
• Completion of University degree or equivalent work experience.
• Additional designations CAIA, CFA, CIM, MBA are considered assets.

Responsibilities

• Communicate investment philosophies and product updates to clients and industry experts.
• Support sales teams by providing investment expertise.
• Engage with clients and prospects at industry events.

Skills

Sales Experience

Communication

Relationship Building

Education

University degree or equivalent work experience

CAIA

CFA

CIM

MBA

Job description

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Job Description

Wh o We Are

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.

What We Do

The Alternative Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to Fidelity’s prospects, clients & industry experts. The role will support all sales regions (with a focus on Eastern Canada, and French speaking clients) and its DVPs, BDMs and BDAs to provide alternative investments expertise regarding industry trends, competitor intelligence, Fidelity’s product offerings, and portfolio construction ideas. The role will also represent Fidelity at industry events, as well as participating in speaking engagements at Fidelity and external events.

The Alternative Strategist will be involved in some aspects of product development and ongoing support of Fidelity alternative funds and ETFs. This role will report to the Director, ETF & Alternatives Strategy.

How You’ll Make An Impact

Establish Fidelity Canada as an industry leader in alternatives investing

• Build, maintain and communicate with expert level of knowledge on Fidelity alternative funds and ETFs
• Develop relationships with Fidelity salespeople, their prospects, clients and industry participants
• Identify opportunities to develop and execute sales strategies that will maximize market penetration and increase customer loyalty
• Partner with sales to educate and promote alternative investment philosophy, process, performance, and competitive strengths
• Engage appropriate consulting and gatekeeper communities to provide investment transparency and build organizational awareness
• Provide thought leadership and insights regarding the marketplace and competitors, with emphasis on differentiating competitor investment process and investment performance

Support Sales, Marketing & Corporate Affairs with timely & relevant information

• Provide expert insights into the development of external investment communication material ensuring the alternative funds’ positionings are correct, compelling and understood relative to investment objectives and competitor products
• Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels
• Support investment and product education with varying degrees of investments knowledge on alternative products
• Provide insight and counsel for investment solution improvement and product development initiatives
• Develop strong relationships with alternative fund portfolio managers and support them when it comes to clients / prospects presentation

What We’re Looking For

• Minimum 5 years of sales experience in a wholesale investment services environment with a focus on alternatives and a proven track record of success
• Completion of University degree or equivalent work experience
• Additional designations that are an asset CAIA, CFA, CIM, MBA

What You Will Bring

• Highly effective and consistent written and verbal communication capabilities; excellent presentation skills
• Ability to successfully articulate detailed mechanics of investment philosophy and process
• Successful track record of investment presentation creation and delivery to broad spectrum of constituencies
• Ability to build strong relationships and work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
• Ability to travel frequently if required, with the potential for 1-2 days per week

Fidelity Benefits and Perks!

• Opportunity to participate in Fidelity profit-sharing program
• Company contributes into your RRSP, without a matching requirement from you
• Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
• Health Care Spending Account
• TELUS Health Virtual Care app
• Health and Fitness Reimbursement
• Up to $650 for home office equipment
• Generous time off policy
• 2 paid days annually to volunteer
• Access to over 11,000 training and development courses
• Monetary awards for completing a required designation
• Pregnancy / Parental / Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks

Current work authorization for Canada is required for all openings.

The incumbent of this role is required to interact directly with our clients and colleagues who are located across Canada.

It is required that we service our clients in the official language of their choice (French or English).

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.

Why Work at Fidelity?

We are proud to be recipients of the following

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

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