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 (Laval)
🏢 IG Wealth Management
📍 Laval