Portfolio Strategists (Full Time - 12 Month Contract)
$128,000–$178,000 year
HybridLocation, Northern Cape, South Africa
Job Summary
Conduct portfolio analysis and client account reviews for high-net-worth clients using Eikon, Factset, and Morningstar Advisor Workstation. Lead case and client discovery meetings with advisors and clients, preparing detailed options and presentations that ensure client suitability criteria are met. Participate in client meetings for portfolios exceeding $1,000,000 and conduct training sessions for the National Sales Team on third-party investment products and competitive strategies. Manage workflows to maintain service standards while supporting the wholesaling team with portfolio reviews for existing and prospective advisors.
Required 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
- 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
- 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
Desired Qualifications
- Strong Microsoft PC (Excel & Power Point) software skills, Thomson Reuters Eikon, and Morningstar Advisor Workstation knowledge and experience is an asset
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