Division: IG-SaleDist Location: Toronto, Montreal 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.
Position:The Analyst, Private Company Advisory is responsible for participating in and supporting the operational activities of the business unit in deal execution and transaction management of financial advisory services to small-to-medium size businesses. The Analyst will support the Vice-President and Senior Vice-President in the preparation of marketing materials, presentations, research materials, proposals, developing complex financial models, and transaction documentation.
The ideal candidate has experience working with wealth advisors and their business owner clients. Additionally, the candidate is able to apply experience and complete working knowledge of the job which includes the policies/practices required to perform a combination of routine tasks and varied administrative/operational assignments.
Responsibilities:
Provide support in deal execution and transaction management
Develop financial models and analysis for potential and live transactions
Conduct thorough research on companies and industries and delivery of concise summaries
Use research tools to extract relevant background material for business development and transaction support
Assist in the preparation of internal and external marketing materials
Create presentations and pitch books to existing and potential clients
Support client meetings and calls with the Vice President
Collaborate with other team members to develop and execute client strategies
Assist with due diligence processes of potential buyers or clients of PCA
Ensure compliance with regulations and internal policies
Manage project timelines and deliverables
Other administrative tasks as needed
Qualifications
Undergraduate degree with a focus in business, commerce, finance, economics, mathematics, actuarial sciences, or other quantitative fields
1-3 years of work experience in the financial services with solid understanding of
Cash flow, financial modeling, and valuation
Inter-relation of net income, cash flow, and working capital
Using research tools to extract relevant background material for business development and transaction support
Strong written and verbal communication skills in English and in French
Strong financial modeling skills, including proficiency in Microsoft Excel
Strong computer literacy with emphasis on PowerPoint presentation skills
Excellent analytical and quantitative skills
Attention to detail and accuracy
Exceptional communication and interpersonal skills
Knowledge of financial and capital markets
Understanding of accounting and financial statements
Ability to work well under tight deadlines and manage multiple projects simultaneously
Familiarity with valuation techniques and methodologies
Proficiency in other financial analysis tools such as Pitchbook or Capital IQ
Ability to find, research and analyze industries and companies
Qualities
Strong work ethic and dedication
High level of integrity and ethical standards
Strong personal skills and the ability to work effectively in a team environment
Curiosity and willingness to learn
Resilience and perseverance
Confidence and assertiveness
Strong time management skills
Results-driven and goal-oriented mindset
Innovative and creative thinking
Travel may be required however we expect that to be limited in nature < 10 days per year. Most meetings will be through virtual collaboration. Hybrid work environment is expected if you are located near one of our 3 corporate campuses (Winnipeg, Montreal or Toronto)
Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.
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 October 13, 2025.
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