Jobs in Canada

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Added 29 mins ago
D
Senior Advisor, Product administration
Desjardins
Montreal, QC
- Full-time
As a senior product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You lead…
Added 1 hour ago
R|
Human Resources Advisor - Maternity leave replacement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an HR Advisor to join the People & Culture team and directly contribute to the quality of the experience of the Institute’s managers and employees.
Added 1 hour ago
S
Beauty Advisor - Full Time
sephora.com
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
J
Key Account Manager
Jobgether
Canada
- Full-time
…identifying new business opportunities. Acting as a trusted advisor, you will build strong, long-term relationships with key stakeholders and help partners maximize their business…
Added 2 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Keeping the Senior Advisor informed of important client conversations, outstanding issues, and next steps.
Added 3 hours ago
S
Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 4 hours ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated…
Added 4 hours ago
A
Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 4 hours ago
S
Client Experience and Services Manager, Stores
sephora.com
Thunder Bay, ON
- Full-time
As the next Client Experience & Beauty Services Manager at Sephora, you will directly influence the client experience and overall store performance. This dual-focused role leads both the…
Added 4 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 4 hours ago
AC
Real Estate Appraiser
ACCA Careers
Montreal, QC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 4 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Wealth Advisor and region activity (i.e. Business Insights Dashboard reports, Client…
Added 5 hours ago
AC
Senior Manager, Assurance and Accounting
ACCA Careers
Dryden, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 5 hours ago
AB
Sales Advisor - Yorkville
ANINE BING
Toronto, ON
- Full-time
ANINE BING is looking for a full time Sales Advisor/ Stylist to join the team at our flagship store located in Yorkville, Toronto.
Added 5 hours ago
M
Senior Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 5 hours ago
M
Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 6 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Canada
- Full-time
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 6 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 6 hours ago
P4
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
- Full-time
Identify, engage, and cultivate new business opportunities within the financial advisor network to expand Pier 4's market presence.
Added 6 hours ago
R
Client Advisor
RBC
Whitehorse, YT
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 6 hours ago
HR
Beauty Advisor - Jo Malone London
Holt Renfrew
Toronto, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 6 hours ago
AF
Personal Banking Advisor - Lethbridge Paramount
ATB Financial
Lethbridge, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 6 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
…Accurate Processing, Strong Risk Controls, And a Consistent Client Experience. We Foster An Inclusive, Collaborative Culture Grounded In TD’s Shared Commitments And a Continuous-improvement…

Portfolio Strategist

Quebec, QC, Canada

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. · Full-time

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Job details

Pay: 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.
Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Oct 13, 2026

Original job description

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.

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.

Please apply before October 2 2026.

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More about this job

Responsibilities

Analyze high-net-worth client and prospect portfolios, conduct discovery meetings, and develop suitable investment options and presentations using investment products and publicly traded securities. Support advisors and sales teams through portfolio reviews, client meetings, training, third-party product analysis, competitive tools, and workflow management.

Requirements

Requires seven years of securities-industry experience providing portfolio analysis, recommendations, and trade advice, along with a valid securities license or the ability to obtain one promptly. A CFA designation is listed, and a university degree, CIM, FCSI, or other securities credentials are assets; strong analytical software, communication, presentation, time-management, and French and English language skills are also required.

Skills

Portfolio Analysis
Portfolio Construction
Investment Strategy
Client Discovery
Investment Product Analysis
Securities Recommendations
Trade Advice
Financial Presentation
Training and Coaching
Competitive Strategy
Workflow Management
Microsoft Excel
Microsoft PowerPoint
Thomson Reuters Eikon
Morningstar Advisor Workstation

Benefits

Performance-Weighted Bonus
Education and Career Support
Employee Share Purchase Plan with Employer Matching
Health and Dental Coverage
Short-Term and Long-Term Disability Plans
Paid Volunteer Days
Paid Time Off
Wellness Days
WorkPerks Discount Program
Hybrid and Flexible Work Arrangements

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Strategy
Portfolio Construction
Portfolio Analysis
High-Net-Worth Clients
Investment Solutions
Investment Products
Publicly Traded Securities
Securities Industry
Registered Representative
Investment Advisor
Securities License
Chartered Financial Analyst
Canadian Investment Manager
Fellow of the Canadian Securities Institute
Thomson Reuters Eikon
FactSet
Morningstar Advisor Workstation
Microsoft Excel
Microsoft PowerPoint
Client Discovery
Client Suitability
Trade Advice
Third-Party Investment Products
Competitive Strategies
Portfolio Reviews
French
English

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Jobs in Canada