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 FactsetConduct meetings with HNW clients and AdvisorsPrepare tailored options and suitability presentationsParticipate in client meetings for higher-value portfoliosTrain National Sales Teams on product offeringsRequirements:Minimum seven years in the securities industryValid Securities License and CFA designationUniversity degree in a related fieldKnowledge of Microsoft Office and investment softwareExcellent communication skills in both French and EnglishElevate your career as a Portfolio Strategist and leverage your analysis skills to maximize client investments at IG Wealth Management.#J-18808-Ljbffr