Fidelity Portfolio Strategist

Position: Fidelity Portfolio Strategist Role
Elevate your career as a Portfolio Strategist at Fidelity Canada. Utilize your skills in investment analysis and client relationships to drive portfolio optimization and success.

You will work collaboratively with sales teams and clients, providing customized portfolio solutions that respond to market dynamics. This position emphasizes the development of strong client relationships and involves supporting model portfolio creation and training on investment tools. By engaging effectively with clients, you will foster customer loyalty and reinforce Fidelity’s market presence.

Key Responsibilities:

• Support sales through timely and relevant portfolio insights

• Conduct training sessions on portfolio construction for advisors

• Manage relationships with internal and external stakeholders

• Analyze and review investment portfolios for optimal performance

• Participate in asset allocation discussions and strategy execution

Requirements:

• 5+ years of experience in asset management

• Completion of a degree or equivalent experience

• 3+ years of building investment portfolios

• Knowledge of the Canadian wealth management industry

• Completion of CFA/MBA/CAIA preferred

Your expertise will be crucial in enhancing Fidelity’s investment solutions in Canada.
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