Strategic Portfolio Manager At Fidelity Toronto

Drive investment success as a Portfolio Strategist with Fidelity Canada. Leverage your expertise to support clients and maintain industry-leading portfolio construction practices. In this role, you will provide essential support to advisor clients and internal partners, delivering relevant and timely information. Collaborate with the sales team and advisors, conduct independent meetings, and offer insights on portfolio construction strategies. Your expertise will contribute to enhancing customer loyalty while establishing Fidelity Canada as a leader in investment solutions. Key Responsibilities: Support advisor construction discussions in meetings and presentations Develop customized model portfolios for various clients Educate sales team and advisors regarding portfolio construction Analyze investment opportunities for risk and return assessments Build solid relationships with Sales and clients for positive feedback Requirements: 5+ years of investment market experience University degree or equivalent work experience 3+ years in portfolio construction analysis CFA/MBA/CAIA designation is an asset Solid knowledge of Canadian investment products Utilize your communication and analytical skills to enhance portfolio success across Fidelity’s offerings. Apply on Kit Job: kitjob.ca/job/2q20ex