Step into a portfolio analyst role with IG Wealth Management in Toronto or Montreal, specializing in high-net-worth client portfolio analysis over $500,000. Utilize your analytical skills to provide value-driven insights.

As a key member of the Portfolio Strategist team, you will deliver comprehensive analyses and resourceful solutions tailored to the needs of high-net-worth clients. The role focuses on supporting Advisors by offering strategic portfolio reviews and enhances client satisfaction through detailed presentations. Collaborate in a hybrid work environment where teamwork is valued and encouraged.

Key Responsibilities:
• Conduct portfolio analysis using industry tools
• Run client meetings focused on portfolio strategy




• Prepare customization options and presentations
• Assist with portfolio reviews for significant client accounts
• Train team members on strategy and products

Requirements:
• Seven years of securities industry experience
• Current Securities License required
• CFA designation is advantageous
• University degree with relevant certifications
• Solid computer skills, specifically in Microsoft Office

Use your analytical expertise to drive financial success for clients at IG Wealth Management, focusing on strategic portfolio growth.
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📌 Portfolio Analyst Role - IG Wealth Management (Quebec City)
🏢 IG Wealth Management
📍 Quebec City