Join IGM Financial as a Senior Portfolio Strategist, leveraging your extensive experience to analyze high-net-worth client portfolios. Work in a hybrid setting and enhance client advisory services.

This full-time position offers a unique prospect to impact IGM Financial’s investment solutions team. You will be responsible for in-depth portfolio analysis, supporting Advisors with tailored recommendations for clients with assets exceeding $500,000. Utilize platforms like Factset and Morningstar to refine investment strategies and ensure regulatory compliance.

Key Responsibilities:
• Analyze client portfolios over $500,000 using investment tools
• Conduct detailed case meetings with Advisors and clients
• Develop and present tailored investment options




• Engage in high-value client discussions as needed
• Facilitate training sessions for sales teams

Requirements:
• Seven years in securities focused on portfolio analysis
• Valid Securities License or readiness to achieve it
• Relevant university degree and additional industry credentials
• Strong skills in Microsoft Office and advisory platforms
• Bilingual communication skills in French and English

Leverage your expertise in securities to help IGM Financial's clients achieve their financial goals.
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📌 Senior Portfolio Strategist Role (Ontario)
🏢 IGM Financial
📍 Ontario