Become a Senior Portfolio Strategist with IGM Financial in Toronto or Montreal, while providing in-depth analysis on high-net-worth client portfolios over $500,000. Utilize your expertise in investment strategy to enhance client outcomes and support Advisors. In this prestigious role within the IG Investments Solutions division, you will be instrumental in delivering portfolio analysis and strategy.
With a robust focus on thoughtful implementation of investment products, you'll analyze portfolios exceeding $500,000 and support Advisors through meetings and detailed presentations. Your contribution will drive better service consistency to HNW clients, ensuring greater satisfaction and success. Key Responsibilities:
- Provide detailed portfolio analysis using Eikon and Factset
- Conduct meetings with HNW clients and Advisors
- Prepare tailored options and suitability presentations
- Participate in client meetings for higher-value portfolios
- Train National Sales Teams on product offerings
Requirements:
- Minimum seven years in the securities industry
- Valid Securities License and CFA designation
- University degree in a related field
- Knowledge of Microsoft Office and investment software
- Excellent communication skills in both French and English
Elevate your career as a Portfolio Strategist and leverage your analysis skills to maximize client investments at IG Wealth Management.