Division: Investment Solutions

Location: Toronto, Montreal

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.

Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!

Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Role

As a member of our Portfolio Strategist team within National Sales and Investment Solutions at IGM, you will help IG Wealth Advisors deliver timely, consistent and high-quality support for client and business development opportunities. The Associate Portfolio Strategist leverages the established Portfolio Strategist service model to prepare portfolio analysis, advisor and client materials, product research and workflow coordination.

Working closely with experienced Portfolio Strategists and partners across National Sales and Business Development, this role supports high-net-worth client opportunities, existing client reviews, prospective advisor discussions, recruiting activities and time-sensitive service needs. The role also contributes to process consistency, scalability, AI enablement and the development of future talent within the Portfolio Strategist function, while escalating complex client, securities, suitability or investment recommendation matters as appropriate.

Key Responsibilities

- Conduct current-state portfolio reviews and diagnostics for advisors and clients who hold investment products, including cases that may not require a full high-net-worth acquisition-oriented engagement.
- Prepare and consolidate portfolio analysis, book reviews, transferability assessments, and product information in collaboration with National Sales and Business Development partners.
- Support advisor and client conversations, prospective advisor discussions, recruiting opportunities and business development activities with relevant analysis and materials.
- Support urgent trading and related analysis,



including execution of orders for high-net-worth clients requiring same-day or expedited support, within applicable licensing, supervisory and escalation requirements.
- Complete less complex analyses using the established Portfolio Strategist framework, enabling senior team members to focus on higher-value clients, advisors and acquisition opportunities.
- Prepare advisor and client materials, summaries, presentations and supporting analysis for Wholesaling team members and client engagement opportunities.
- Conduct product, competitive and third-party investment research to support portfolio discussions, advisor needs and internal decision-making.
- Coordinate workflow intake, prioritization, tracking and follow-up to support timely delivery and consistency across the Portfolio Strategist service model.
- Identify opportunities to adopt AI-enabled tools, improve process consistency, and scale repeatable portfolio analysis and preparation activities.
- Partner with Portfolio Strategists, securities research, advisor onboarding and wholesaling teams to support service delivery and build bench strength within the function.
- Escalate complex client, securities, suitability or investment recommendation matters to experienced Portfolio Strategists and appropriate partners.

Required Qualifications

- Post-secondary education in business, finance, economics, commerce or a related discipline.
- Bilingualism French and English is required to support team members and partners within and/or outside the province of Quebec.
- Experience in investment services, portfolio analysis, product support, advisor support, wealth management or a related financial services environment.
- Investment industry credentials and willingness to obtain the designations and licensing required for the role.
- Strong analytical orientation, curiosity, sound judgment, coachability and a client-first mindset.
- Strong Excel and PowerPoint capability, with comfort using portfolio analysis tools and preparing advisor and client-facing materials.
- Clear communication skills and the ability to work effectively with advisors, internal partners, Portfolio Strategists, wholesalers and business development teams.
- Ability to manage workflow, prioritize requests and identify process improvements, including opportunities to adopt AI-enabled tools.

Preferred Qualifications

- Additional investment, portfolio management or financial planning coursework.
- Experience supporting advisors, high-net-worth client needs, investment product research,



competitive analysis or portfolio review activities.
- Securities licensing, CFA, CIM, CFP or other relevant investment or wealth management credentials.

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

The expected annual base salary range for this role is $77,500 - $108,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits:

- COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

- EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, adaptable plan for you and your family and short-term & long-term disability plans.

- RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

- WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

- INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Please apply before September 16 2026.

📌 Associate Portfolio Strategist (Quebec City)
🏢 IGM Financial
📍 Quebec City