Portfolio Strategist

IG Wealth Management; Quebec; Hybrid; CAD 135,000 - 169,000; Full time

Benefits offered by this job

Hybrid work environment

Travel across Canada

Conference participation

Education/career support

Employee recognition program

Job summary

IG Wealth Management in Montreal seeks a Portfolio Strategist to support IG Advisors with in-depth portfolio analysis and strategic insights for high-net-worth clients. You will focus on options and presentations for suitability and collaborate across teams.

You will conduct client discovery, prepare detailed recommendations for portfolios above $1,000,000, and train the National Sales Team while shaping competitive strategies.

Qualifications

• Seven years in securities industry providing portfolio analysis, recommendations and trade advice.
• Licensing with Securities Commission or ability to obtain quickly.
• CFA designation is preferred; CIM or FCSI credentials are assets.
• Strong Excel and PowerPoint skills with data and presentation capability.
• Fluent in English and French; excellent communication.

Responsibilities

• Provide in-depth portfolio analysis and client account reviews.
• Prepare detailed options and presentations ensuring client suitability.
• Participate in client meetings for portfolios > $1,000,000 and as needed.
• Prepare and conduct training sessions for the National Sales Team.
• Perform in-depth analysis on third-party investment products.
• Identify and develop competitive strategies to improve service consistency.

Skills

Portfolio analysis

Client discovery

Financial analysis

Client presentations

Team collaboration

Education

CFA designation

University degree

CIM / FCSI credentials

Tools

Eikon

Morningstar Advisor Workstation

Thomson Reuters Eikon

Excel

PowerPoint

Job description

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.

Division: IG Investment Solutions

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.

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.

Department Summary

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.

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

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

The expected annual base salary range for this role is $135,000- $169, 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, 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
• 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.

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.

Please apply before October 2 2026.