Job Description

This is a hybrid role with a mix of remote and in-office workingCurrent work authorization for Canada is required for all openings.Who We AreAt Fidelity, wexe2x80x99ve 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 wexe2x80x99re 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 youxe2x80x99ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youxe2x80x99ll have a wide range of opportunities to grow and develop your career in an inclusive environment where youxe2x80x99ll feel valued and supported to be your best - both personally and professionally.What We DoThe Portfolio Construction Manager will be responsible for creating model portfolios for Fidelityxe2x80x99s prospects and clients in partnership with Fidelityxe2x80x99s Portfolio Strategists. The role will support all sales regions and its DVPs, BDMs, and BDAs to provide portfolio construction expertise regarding Fidelityxe2x80x99s product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Manager will be involved in all aspects of development and ongoing support of Fidelity Portfolio Solutions.How Youxe2x80x99ll Make an Impact-Contribute to asset allocation discussions and investment model portfolio strategy, oversight and executionUtilize investment tools and market research to make actionable recommendations, including a detailed analysis of risk, return and diversification aspects of a model portfolio and/or and advisorsxe2x80x99 book of businessPartner with Portfolio Strategists, their clients, and prospects to contribute to the building of investment modelsConduct third party manager research to develop strong bench of investment options, using both quantitative and qualitative analysisMonitor products used within model portfolios for notable changes and communicate impactsDevelop relationships with Fidelityxe2x80x99s Portfolio Strategists, and occasionally their prospects and clients-Establish Fidelity Canada as an industry leader in portfolio constructionBuild, maintain, and communicate with expert level of knowledge on portfolio construction conceptsIdentify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyaltyPartner with Portfolio Strategists to educate and promote Fidelityxe2x80x99s portfolio construction philosophy, process, performance, and competitive strengthsAssist in providing thought leadership and insights regarding the marketplace-Support Sales, Marketing & Corporate Affairs with timely & relevant informationProvide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offeringsAssist in the development and analysis of thought leadership piecesSupport portfolio construction education for those with varying degrees of investment knowledgeProvide insight and counsel for investment solution improvement and product development initiativesProvide support for Portfolio Strategists on ad hoc portfolio construction queriesWhat Wexe2x80x99re Looking ForCompletion of a University degree or equivalent work experience7+ years of investment market expertiseCompletion of CFA/MBA/CAIA is an assetCanadian Asset management or wealth management industry knowledge3+ years of building and maintaining model portfolios, or maintained arecommended list of 3rd party investment managers, and an expert level of knowledge on portfolio construction conceptsWhat You Will BringExceptional analytical abilityStrong knowledge of investment products and servicesExcellent written and verbal communication skillsAbility to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and processProven experience performing complex data analysisFidelity Benefits and Perks!100% remote and hybrid work arrangementsCompetitive total compensation packageOpportunity to participate in Fidelity profit-sharing programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeksFidelity Canada is an equal opportunity employerFidelity 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 veteransxe2x80x99 status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity 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 .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 Workxc2xae 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 EmployerDesignations

• Canadian Compassionate Companies xe2x80x93 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

Fidelity Investments