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Job Description Please note this role is based in Toronto 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. Develop strong relationships with Sales and clients resulting in positive feedback and customer loyalty 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. Excellent client relationship skills. Portfolio construction experience and 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 longterm relationships. Have a high need for achievement and seek out every opportunity to create a winwin situation. Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial wellbeing tomorrow. For this role, your total rewards include: Base Salary A competitive annual range of $110,000 to $130,000, based on your experience and qualifications. Variable compensation plan participation in a compensation-based incentive program that rewards you for driving results and achieving targets. RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contributionno employee matching required. Were proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference. 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 . 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. 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 and designations: Awards Canada's Top 100 Employers Greater Toronto's Top Employers Canada's Top FamilyFriendly 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 Benefit Program 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 #J-18808-Ljbffr