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! #J-18808-Ljbffr

📌 Portfolio Strategist with IGM Financial (Winnipeg)
🏢 IG Wealth Management
📍 Winnipeg