Become a Portfolio Construction Expert at Fidelity Canada, making impactful contributions to financial strategies. Engage with advisors to deliver tailored portfolio construction insights and educational support.
This role is ideal for an experienced Portfolio Strategist with over five years in investment markets and an expertise in portfolio building. You will work alongside sales teams and Fidelity's Portfolio Construction team to optimize investment portfolios for clients. Clear communication and robust analytical skills will drive your success in this position.
Key Responsibilities:
• Advise on custom portfolio creation and adjustments
• Lead client meetings to discuss portfolio insights
• Support sales inquiries regarding portfolio construction
• Educate teams on Fidelity’s portfolio construction methods
• Foster relationships that enhance client satisfaction
Requirements:
• 5+ years in investment or asset management
• Completion of a degree or equiva...