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Division: IGM-CSOLocation: Toronto or Winnipeg
 
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 OVERVIEW: Managed Portfolio Operations is a strategic team within Client Services Operations, with locations in Winnipeg and Toronto.  The team provides administrative oversight for the Azure and iProfile Private Portfolios programs– managed asset solutions for high-net-worth clients. 
 
POSITION SUMMARY: As an Analyst, Managed Portfolio Operations, on the Separately Managed Accounts (SMA) program, you will play a key role in supporting the operational and analytical functions of our SMA platform, Azure.  You will work closely with portfolio managers and other business partners to ensure the accuracy, performance, and integrity of the SMA program.  You will also support the iProfile Private Portfolio program on an as-needed bases.
 
DUTIES INCLUDE:

Assist in the preparation and execution of account rebalancing activities, ensuring alignment with updated security models provided by Portfolio Managers.  This includes analyzing portfolio changes, generating and reviewing trade recommendations, and coordination timely and accurate implementation across managed accounts.
Prepare customized and ad hoc weekly, monthly, and quarterly reports to support internal business partners
Generate and validate trade files for equity, fixed income, and ETF transactions; coordinate with portfolio manager to ensure accurate and timely execution.
Tax-loss harvesting support, preparing related trade instructions and constraints
Reconciliation of monthly performance data, including composite level reporting and variance analysis
Respond to inquiries and escalations from advisors, internal teams, and other stakeholders, providing timely and accurate information related to SMA account activity, portfolio operations, and system processes
Provide support to the iProfile Private Portfolio and other account programs based on business needs

 
QUALIFICATIONS

Four years’ experience in the financial services industry
Experience using W360 or a similar SMA platform to support portfolio operations is an asset
Advanced Microsoft Excel skills, with experience in data analysis and reporting
Post secondary degree/diploma in a business discipline with relevant securities or financial services courses (IFIC, CSC) is preferred
Strong interpersonal skills with a client-centric approach to service
Excellent organizational skills with the ability to manage shifting priorities and meet tight deadlines
High attention to detail, with strong problem-solving and sound decision-making abilities
Effective verbal and written communication skills

 
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 August 14, 2025. 
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