Portfolio Strategist
Fidelity CanadaToronto, Ontario, Canada • Montreal, Quebec, Canada
Posted February 24, 2026
Full Time
About the Company
At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). Follow us on Instagram, Facebook, YouTube, Spotify, and Apple Podcasts: @FidelityCanada Legal: fid.me/socialmedia
Job Description
Portfolio Strategist to promote Fidelity's portfolio construction capabilities, working remotely in Toronto or Montreal. Responsible for supporting advisors, sales, and clients with portfolio construction insight and expertise.
Requirements
- 5+ years of investment market expertise
- 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
Benefits
- Base Salary: $110,000 to $130,000 per year
- Variable compensation plan
- RRSP Contribution: After 6 months of employment
