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 WorkstationEngage in discovery meetings with AdvisorsPresent options ensuring client suitabilityHandle high-value portfolio client meetingsConduct training sessions for sales teamsRequirements:At least seven years' experience in securitiesValid Securities License; CFA is preferredRelevant University Degree and investment designationsStrong Excel and PowerPoint proficiencyBilingual communication skills in French and EnglishLeverage your expertise in portfolio strategy to enhance financial outcomes for clients at IGM Financial!#J-18808-Ljbffr

📌 Portfolio Strategist With Igm Financial (Toronto)
🏢 IG Wealth Management
📍 Toronto