Join IGM Financial as a Senior Portfolio Strategist, leveraging your extensive experience to analyze high-net-worth client portfolios. This full-time position offers a unique opportunity 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. Facilitate training sessions for sales teams Seven years in securities focused on portfolio analysis
- Robust 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 (Toronto)
🏢 IGM Financial
📍 Toronto
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