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 toolsConduct detailed case meetings with Advisors and clientsDevelop and present tailored investment optionsEngage in high-value client discussions as neededFacilitate training sessions for sales teamsRequirements:Seven years in securities focused on portfolio analysisValid Securities License or readiness to achieve itRelevant university degree and additional industry credentialsStrong skills in Microsoft Office and advisory platformsBilingual communication skills in French and EnglishLeverage your expertise in securities to help IGM Financial's clients achieve their financial goals.#J-18808-Ljbffr

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