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

Experience a collaborative hybrid work workplace. 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 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.

📌 HNW Portfolio Strategist at IG Wealth (Toronto)
🏢 IGM Financial
📍 Toronto