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
Robust 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