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 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. 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
- Solid 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.

📌 Senior Portfolio Strategist Role (Toronto)
🏢 IGM Financial
📍 Toronto