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 (Canada)
🏢 IGM Financial
📍 Canada