Bilingual Securities Research Analyst

IG Wealth Management; Quebec; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

IG Wealth Management is seeking a Securities Research Analyst to join their dynamic team, providing analytical insights and recommendations in financial planning. The role requires strong financial modeling skills, programming knowledge, and a deep understanding of market trends. Candidates are expected to communicate effectively and collaborate with stakeholders, contributing to the company’s mission of inspiring financial confidence.

Qualifications

• 3-5 years in securities industry providing client portfolio analysis.
• CFA designation or working towards it required.
• Strong analytical skills with programming knowledge preferred.

Responsibilities

• Perform research and analysis for Canadian & U.S models.
• Provide buy & sell recommendations to leadership.
• Conduct independent research and develop insights.

Skills

Analytical skills

Financial modeling

Programming knowledge

Data analysis

Education

Chartered Financial Analyst (CFA)

University Degree

Canadian Investment Manager (CIM)

Tools

Excel

Tableau

Power BI

Python

R

SQL

Job description

2 weeks ago Be among the first 25 applicants

Location : Montreal or Toronto

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Division : IG-InvSol

Location : Montreal or Toronto

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management 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.

Position (details)

The Securities Research Analyst (SRA) is responsible for research, analysis, and recommendations to the Canadian & U.S models. This team works as generalists covering multiple geographies, sectors and names. The SRA is responsible for coverage, buy & sell recommendations to the leadership team and committee, while providing rationale from research reports available. The ideal candidate will possess strong analytical skills, fair knowledge in programming, and expertise in data analysis to drive informed decision-making. The SRA is also responsible for taking inbound requests from securities licensed advisors at IG to ensure proper due diligence is conducted in their recommendations. Additionally, the SRA will be an important part of the advisor onboarding process, ensuring a thorough review of advisors’ books through a profound knowledge of our solutions (KYP). It is also expected that the SRA will be able to fairly communicate, influence and guide stakeholders on investment ideas, market trends and opportunities.

Responsibilities

• Demonstrates strong stock selection and decision-making expertise
• Strong financial and modelling skills
• Has a deep sector perspective and is able to develop, explain and articulate his / her perspective
• Broad understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates view
• Regularly pitches timely high conviction and actionable investment recommendations and sector ideas
• Conducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with conviction
• Publishes reports that include in-depth and critical research / analysis and investment rationale which stimulates discussion, actionable ideas, and a move to action
• Seen as a credible communicator and articulate, influence, and guide others in driving changes where needed.
• Exhibits confidence and conviction when presenting ideas
• Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject
• Analyze complex datasets to identify trends and insights.
• Develop and maintain data models and algorithms.
• Utilize programming languages (e.g., Python, R, SQL) to automate data processing and analysis.
• Create visualizations and reports to communicate findings to stakeholders.

Requirements

• 3-5 years in the securities industry in a role providing client portfolio analysis, recommendations, and trade advice
• Chartered Financial Analyst (CFA) designation, or CIM or working towards CFA
• University Degree, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an asset
• Strong Microsoft PC (Exc
• el & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset
• Strong analytical skills with the ability to interpret data and provide actionable insights.
• Fair knowledge in programming languages such as Python, R, SQL, or Java.
• Experience with data analysis tools and software (e.g., Excel, Tableau, Power BI).
• Knowledge of statistical methods and data modeling techniques.
• Excellent problem-solving abilities and attention to detail.
• Good standing in Continuing Education (CE) credits
• Excellent interpersonal skills, ethic, and excellent presentation and communication skills, both written and oral in French and in English
• Working knowledge of capital markets with a deep curiosity in subject matter

As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English.

Please visit our career page by clicking on the following link : https : / / www.ig.ca / en / careers

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

IG Wealth Management 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.

Please apply by July 3, 2025 .

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Research, Analyst, and Information Technology

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