Join iA Private Wealth as an Associate Portfolio Manager/Analyst in Montreal. This role involves trading execution, portfolio management, and strategic analytical support.
In this vital position, you will provide support for trading activities and contribute to portfolio management. Key tasks include conducting research on securities, executing trades, and performing risk analysis while liaising with advisors. Your analytical insights will ensure optimal decision-making in multi-asset strategies.
Key Responsibilities:
• Execute trades and oversee portfolio cash management
• Review investment options and assess performance metrics
• Contribute to portfolio diagnostics and rebalancing efforts




• Prepare detailed reports and analytics for PM decisions
• Manage communications and updates for stakeholders
Requirements:
• Current registration as an associate or portfolio manager
• Robust understanding of investment principles and portfolio strategies
• Experience in trade reconciliation and execution
• Good knowledge of Canadian wealth management landscape
• Fluent in English and French for advisor interaction
Capitalize on your finance expertise and analytical skills at iA Private Wealth.
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📌 iA Wealth Investment Analyst Associate (Toronto)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Toronto