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Strategic Investment Portfolio Specialist

2 months ago

Toronto, Ontario, Canada Fidelity Investments Full time
About Fidelity Investments

Fidelity Investments is a Canadian company with over 35 years of experience helping individuals and institutions build better financial futures. We offer a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.

Job Description

This role involves generating investment and product content to provide FIC sales and marketing teams with expert-level knowledge on assigned products and the capital markets in which they invest.

The ETF Team at Fidelity Investments Canada is responsible for providing high-quality investment product analysis and expertise. The team works closely with various departments, including Strategist, Sales, Marketing, Finance, and Institutional Teams, to meet the needs of clients and other key areas of the organization.

Key Responsibilities
  • Build and maintain expert-level knowledge on assigned products and the capital markets in which they invest.
  • Ensure that assigned products are optimally positioned for success.
  • Develop and deliver ETF education and marketing ideas.
  • Identify compelling product ideas and key factors that will influence sales success.
  • Maintain strong knowledge of the competitive landscape.
Requirements
  • Undergraduate university degree or equivalent experience.
  • Progressing toward CFA designation or advanced business or financial analysis degree is preferred.
  • 1-2 years of relevant investment industry experience and/or academic experience would be an asset.

We offer a competitive salary of approximately $80,000-$110,000 per year, depending on qualifications and experience.