Portfolio Strategists (Full Time - 12 Month Contract)

Position Summary

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.

Duties Include

• 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.

Qualifications

• Seven years in the securities industry in a role providing client portfolio analysis, recommendations, and trade advice
• Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category or ability to achieve licensing over a short period
• 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
• Good standing in Continuing Education (CE) credits
• Excellent interpersonal skills, team services ethic, and excellent presentation and communication skills, both written and oral in French and in English
• Ability to participate actively in regular team meetings
• Strong time management skills
• Attitudes
• Driven and high energy
• Solution oriented
• Coachable - Asks for feedback and acts on it
• Puts team first
• Creative
• Curious and questions
• Adaptable to change
• Sets aggressive goals and targets
• Innovates
• Confident yet humble
• Resilient
• Shares ideas

Other Details

• 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

The expected annual base salary range for this role is $128,000 - $178,000, 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, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• 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.

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

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.

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