Join IGM Financial as a Senior Portfolio Strategist in Montreal, focusing on comprehensive client portfolio analysis for high-net-worth individuals. Enjoy a hybrid working model that fosters teamwork.

In this strategic role, you will support Advisors in managing investment portfolios exceeding $500,000. Utilize advanced analytical tools like Morningstar and Eikon to deliver tailored insights and options for clients. Your expertise will guide training initiatives and shape competitive strategies to enhance service delivery.

Key Responsibilities:
• Provide thorough portfolio analysis and client reviews
• Facilitate client discovery sessions with Advisors
• Prepare tailored client presentations focusing on suitability




• Engage in high-level client meetings when necessary
• Manage workflows ensuring adherence to service excellence

Requirements:
• Seven years in a client-facing securities role
• Valid Securities License or willingness to obtain
• CFA designation or relevant credentials preferred
• Solid proficiency in financial analytics software
• Bilingual capabilities in French and English, excellent interpersonal skills

Transform client portfolios with your expertise at IGM Financial, where your contributions foster financial confidence.
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📌 Senior Portfolio Strategist at IGM Financial (Quebec City)
🏢 IG Wealth Management
📍 Quebec City