Portfolio Strategist

Location:

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.

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 National Sales Team in the Investment Solutions business (IG Investments) oversees distribution of all IG Investments products & solutions. Additionally, Investors Group Securities Inc. (IGSI) is a securities investment dealer, registered throughout Canada. 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. Along with supporting the Wholesaling team with portfolio reviews of existing and prospective Advisors and clients.

• 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 detailed options and presentations ensuring client suitability criteria, where individual securities exist
• Participate in client meetings when portfolios are more than $1,000,000, and/or as needed.
• Prepare and conduct training sessions as needed for The National Sales Teams
• Perform in depth analysis on third party investment products
• Identify and develop competitive strategies and tools to increase & promote greater consistency in the service offering.
• 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
• Valid Securities License with Securities Commission(s) –…