Portfolio Strategist

Job Description

*Please note this role is based in Toronto

You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Company Overview

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 environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Opportunity

Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities through direct engagement with advisors across a dedicated sales region. Acting as trusted consultants, Portfolio Strategists deliver portfolio construction insights and support advisors in building solutions for their clients. This highly visible role combines investment expertise with relationship management and presentation skills to help advisors make more informed portfolio decisions.

Portfolio Strategists provide expertise regarding Fidelity’s product offerings, third-party products, industry trends, and competitor intelligence. They conduct portfolio consultations with advisors using Fidelity’s in-house portfolio analytics tool, Fidelity Portfolio Intelligence. This role works closely with Fidelity’s Portfolio Construction team and sales team to create and support clients’ open-architecture model portfolios.

What You’ll Do

-Support advisor clients, Sales, and other internal partners with timely and relevant information

• Consult directly with advisors on the creation, implementation, and ongoing review of customized, open-architecture model portfolios, helping them align portfolio solutions with client objectives

• Conduct independent advisor meetings and accompany the sales team to lead portfolio construction discussions, deliver presentations, and provide consultative support to advisors

• This role requires some travel to support in-person advisor meetings, client events, industry conferences, and presentations across assigned regions

• 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.

• Build trusted relationships with advisors, sales partners, and internal stakeholders through ongoing engagement, responsiveness, and value-added portfolio insights that enhance client satisfaction and 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 Fidelity’s Portfolio Construction team to educate and promote Fidelity’s 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 detailed analysis of risk, return, diversification, and portfolio positioning, in a clear and compelling manner

• Develop relationships with Fidelity’s 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 We’re Looking For

• 5+ years of investment market expertise

• Experience interacting directly with advisors, clients, or other investment professionals

• Demonstrated experience presenting investment solutions, portfolio recommendations, or market insights to financial advisors, clients, or other external audiences

• 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 You’ll Bring

• Outstanding oral and written communication skills with the ability to engage and educate advisors in a clear and compelling manner.

• Strong presentation skills with experience delivering investment-related content to individual advisors and larger audiences

• Exceptional client relationship and consultative selling skills, with a demonstrated ability to build credibility and trust with external partners

• Ability to successfully articulate portfolio construction concepts, investment philosophy, and recommendations to audiences with varying levels of investment knowledge

• Portfolio construction experience and strong knowledge of Canadian investment products and services

• Enjoy meeting with advisors, leading discussions, and delivering presentations that help clients make informed investment decisions

• Proven ability to translate superb communication skills into positive interactions, strong partnerships, and long-term relationships.

• Are flexible and adaptable to adjust quickly to change

• Have a high need for achievement and seek out every opportunity to create a win-win situation

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being 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 contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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.

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 [email protected].

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

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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