Innovation Strategist Vancouver

Innovation Strategist Vancouver

31 Jul
|
Fidelity Canada
|
Vancouver

31 Jul

Fidelity Canada

Vancouver

As an Alternative Strategist at Fidelity, you will drive our alternative sales and AUM growth across Western Canada by engaging with financial advisors, sales teams, and stakeholders. Engage dealer gatekeepers and decision makers to secure inclusion of our alternative offerings on approved lists. Collaborate with partners to support educational initiatives for the sales development program, ensuring salesforce is equipped on alternatives.

Help DVPs/BDMs develop and manage alternative business plans for their territories, including segmenting by client type. Identify and execute sales strategies that increase net sales, market penetration, and customer loyalty. Provide insights for external investment communication materials, ensuring correct alternative positioning.





University degree or equivalent work experience. Additional designations such as CAIA, CFA, CIM, MBA are an asset. Robust relationship‑building capacity and collaboration across investment, distribution, product, and senior management teams.

Willingness to travel frequently, on average 1‑2 days per week. All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, family status, veteran status, or other legally protected attributes.

📌 Innovation Strategist Vancouver
🏢 Fidelity Canada
📍 Vancouver

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