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 workplace 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
- Strong 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.
📌 Portfolio Analyst Role - IG Wealth Management (Montreal)
🏢 IG Wealth Management
📍 Montreal
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