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 solid 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 MorningstarConduct client discovery meetings with Advisors and clientsPrepare detailed presentations ensuring suitability criteriaParticipate in client meetings for strategic discussionsDeliver training as required for the sales teamRequirements:Seven years in securities with client portfolio analysis experienceValid Securities License or ability to obtain quicklyUniversity Degree in finance or related fieldProficiency in Excel, PowerPoint, and investment softwareExcellent 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