Elevate your career with IGM Financial as a Portfolio Analyst in a hybrid role. Utilize your expertise in securities analysis to support Advisors and HNW clients in portfolio management.As a Portfolio Analyst, you will join IGM Financial's dedicated team, focusing on comprehensive portfolio analysis of high-value client accounts over $500,000. This position requires robust analytical skills using tools like Eikon and Morningstar to provide actionable insights and recommendations. Collaborate with Advisors to optimize client portfolios and conduct in-depth evaluations of investment products.Key Responsibilities:
- Provide portfolio analysis using Eikon and Morningstar
- Conduct client discovery meetings with Advisors and clients
- Prepare detailed presentations ensuring suitability criteria




- Participate in client meetings for strategic discussions
- Deliver training as required for the sales teamRequirements:
- Seven years in securities with client portfolio analysis experience
- Valid Securities License or ability to obtain quickly
- University Degree in finance or related field
- Proficiency in Excel, PowerPoint, and investment software
- Excellent communication skills in French and EnglishBring your analytical expertise and client-focused approach to elevate IGM Financial's portfolio offerings.#J-18808-Ljbffr

📌 Portfolio Analyst At Igm Financial (Toronto)
🏢 IGM Financial
📍 Toronto