You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement. 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 setting where you’ll feel valued and supported to be your best - both personally and professionally.

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. 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 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 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 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 Proven ability to translate superb communication skills into positive interactions and long‑term relationships.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. 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 Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance HRD - 5-Star Diversity & Inclusion Employer TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

📌 Remote Financial Strategist (Mississauga)
🏢 Fidelity Canada
📍 Mississauga