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. #J-18808-Ljbffr

📌 Portfolio Analyst Role - IG Wealth Management (Winnipeg)
🏢 IG Wealth Management
📍 Winnipeg