Join IGM Financial in Toronto or Montreal as a Portfolio Strategist, focusing on strategic analysis and portfolio management for high-net-worth clients. Drive client success with your insights and recommendations.

Support the IG Advisors by analyzing client portfolios exceeding $500,000. In this role, you will prepare in-depth analyses and deliver tailored presentations to financial advisors. Collaborate with the centralized Portfolio Strategist Team, focusing on providing competitive insights, third-party product support, and enhancing overall client service. Your expertise will directly influence investment decisions and client satisfaction.

Key Responsibilities:
• Analyze portfolios using Eikon and Morningstar Advisor Workstation
• Engage in discovery meetings with Advisors




• Present options ensuring client suitability
• Handle high-value portfolio client meetings
• Conduct training sessions for sales teams

Requirements:
• At least seven years' experience in securities
• Valid Securities License; CFA is preferred
• Relevant University Degree and investment designations
• Solid Excel and PowerPoint proficiency
• Bilingual communication skills in French and English

Leverage your expertise in portfolio strategy to enhance financial outcomes for clients at IGM Financial!
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📌 Portfolio Strategist with IGM Financial (Ontario)
🏢 IG Wealth Management
📍 Ontario