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. 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 workplace, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!

The National Sales

Team in the Investment Solutions business (IG Investments) oversees distribution of all IG Investments products & solutions. IGSI accommodates and administers the diverse brokerage product and service needs of HNW clients referred by IG Wealth Management Advisors.

The Portfolio

Strategist team focuses on Portfolio Strategy and Construction services for IG Advisors with HNW clients.

The Portfolio

Strategists support IG Advisors by providing in depth analysis on IG Wealth client & prospect portfolios more than $500,000.



The purpose of the Portfolio Strategist is to provide a consistent approach to analyzing and providing options on existing client and prospective portfolios. The role has a strong emphasis on the thoughtful analysis and implementation of IG Investment products & publicly traded securities.

The Portfolio Strategist

Team is a centralized team that provides competitive insights, and third-party product support. Provide portfolio analysis and client account review services using Eikon, Factset & Morningstar Advisor Workstation programs. Conduct case & client discovery meetings with Advisors and HNW Clients Prepare and conduct training sessions as needed for The National Sales Teams Perform in depth analysis on third party investment products Managing workflows to meet the Portfolio Strategist service standards.

Seven years in the securities industry in a role providing client portfolio analysis, recommendations, and trade advice Chartered Financial Analyst (CFA) designation University Degree, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an asset Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset Excellent interpersonal skills, team services ethic, and excellent presentation and communication skills, both written and oral in French and in English Creative Hybrid work environment,



a minimum of 3 days a week in office Travel to IG offices from time to time across Canada Participate in National Sales Conference and other Conferences at IG Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec. 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.

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, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan 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). 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. 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;

📌 Remote Financial Strategist (Quebec City)
🏢 IG Wealth Management
📍 Quebec City