Advance your career as a High-Net-Worth Portfolio Strategist at IG Wealth Management, specializing in client portfolio analysis. Experience a cooperative 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 agile 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
Solid 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 Toronto
🏢 IGM Financial
📍 Toronto