Advance your career as a High-Net-Worth Portfolio Strategist at IG Wealth Management, specializing in client portfolio analysis. Experience a team-oriented 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 dynamic 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 TeamsRequirements:- 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 EnglishUtilize your analytical skills to transform client investment strategies at IG Wealth Management.#J-18808-Ljbffr

📌 Hnw Portfolio Strategist At Ig Wealth - C$128,000 - C$178,000 A Year (Winnipeg)
🏢 IG Wealth Management
📍 Winnipeg