Job Description *Please note this role is based in Vancouver You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. 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. 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 FidelityCanadaStaffing@fidelity.ca. 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 • Canada's Top 100 Employers o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People • Great Place To Work® Certified o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's 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 Benefit Program o 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 About Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us. 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 FidelityCanadaStaffing@fidelity.ca Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement .
