Advance your career as a High-Net-Worth Portfolio Strategist at IG Wealth Management, specializing in client portfolio analysis. Experience a collaborative hybrid work environment.

In this pivotal role, you will provide critical portfolio analysis and support for Advisors serving high-net-worth clients with investments exceeding $500,000. Your insights will help guide investment decisions through the meticulous use of analytical tools like Eikon and Morningstar. Collaborate within a agile team focused on enhancing client satisfaction and portfolio effectiveness.

Key Responsibilities:
• Perform in-depth portfolio assessments for high-value clients
• Conduct client discovery and analysis meetings with Advisors
• Prepare strategic recommendations and presentations for clients




• Attend key client meetings regarding significant portfolios
• Provide essential training for the National Sales Teams

Requirements:
• Seven years in the securities field with relevant analysis experience
• Secure a valid Securities License promptly
• Hold a finance-related university degree or equivalent
• Strong proficiency in investment analysis software
• Excellent written and verbal communication in French and English

Utilize your analytical skills to transform client investment strategies at IG Wealth Management.
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📌 HNW Portfolio Strategist at IG Wealth (Ontario)
🏢 IGM Financial
📍 Ontario