CXO Jobs

Division: IG Investment Solutions

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.

 
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 Research Analyst Team is responsible for overseeing individual large cap securities models for Canada and United States.

Position Summary:

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 SRA is also responsible to take inbound requests from securities licensed advisors at IG to ensure proper due diligence is conducted in their recommendations.  The Team Lead is responsible for leadership, coaching and integrity of research and upkeep of changes.  The Team Lead is responsible for adhering to a high standard of quality and articulating rationale proactively to securities licensed advisors at IG.  Additionally, the Team Lead is responsible for creation and implementation of asset transition process for potential recruits, with a goal of providing seamless experience, while collaborating with other functional areas.

Duties Include:

Demonstrate strong leadership skills in leading research analysts with a high level of focus on quality

Implement national meetings with securities licensed advisors to keep them up to date of rationale for buys/sells

Develop data base to ensure the right research is accessed to deliver an objective view on individual securities

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 can articulate and influence others to own point of view

Exhibits confidence and conviction when presenting ideas

Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject

Qualifications:

5-7 years in the securities industry in a leadership role and/or providing client portfolio analysis, recommendations, and trade advice

Passionate about leading and rolling up the sleeves and playing a team captain role

Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category

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, 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

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

As this position is posted in Montréal and Toronto, 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.

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