21 Oct
IG Wealth Management Halifax Office
Halifax Regional Municipality
Full job description
IG Wealth Management (IG) delivers personalized financial solutions to approximately one million Canadians, through a network of about 3000 Consultants/associates located across Canada. We are one of Canada's oldest and largest financial services companies. In addition to an exclusive family of mutual funds and other investment vehicles, IG Wealth Management offers a wide range of mortgages, banking services, insurance and brokerage services offered through Investors Group Securities Inc. IG Wealth Management is a member of the Power Financial Corporation group of companies.
Our focus on community involvement and commitment to supporting the professional growth of our people has made us a recognized and growing leader in our industry.
We are looking for an experienced candidates to join our Halifax Regional Office team, where you will be working with an established division and consultant practice.
If you are interested in this position, please apply this job to our email address at (link removed) No drop in, no phone calls please. Only candidates selected for interview will be contacted.
Company Name: IG Wealth Management Halifax Office
Position: Investment Analyst
NOC Code: 11101
Position Type: Permanent Full time
Salary: $33.5 per hour for 37.5 hours per week, plus sales commission and bonus
Language Requirement: English
Work Location: 7001 Mumford Road, Suite 200 Halifax Place, Halifax NS, B3L 4R3
Phone: 902-423-8294; Fax 9024238187
Main Duties and Responsibilities:
Collect financial and investment information about mutual funds, companies, market condition and economic forecasts, and updated those information on the weekly bases to all consultants in division
Examine and analyze financial and investment information collected, including profiles of mutual funds, fixed income investment, segregate fund from clients and prospects
Provide analysis of a wide range of potential and current investments including qualitative and quantitative reports, screens, and analytics to support the work of developing stable and profitable portfolios, will be required to familiar use of Morningstar workstation program
Provide support in client meetings and events
Provide investment advice and recommendations to clients, and education material
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence
Prepare internal and external documents to help clients acquisition
Qualifications:
A bachelor's degree in business administration, accounting, economics, science, or math is required.
A master's degree in Finance or Investment is preferable.
At least 3 years of financial analyst or research background, preferably working for international financial investment company.
Expert level understanding of the financial industry is a must.
The Chartered Financial Analyst (CFA) designation is preferred.
The Chartered Professional Accountant (CPA) designation is preferred.
Exceptional analysis skills.
Good communication skills, able to communicate with colleagues and clients effectively.
Mutual fund license required or must obtained within first 3 months of start, CSC is preferred but not required.
Job Types: Full-time, Permanent
Pay: $33.5 per hour
Expected hours: 37.5 per week
Schedule:
Monday to Friday
Benefits: Health and dental plan, paid vacation
Work Location: In person
▶️ Investment Analyst
🖊️ IG Wealth Management Halifax Office
📍 Halifax Regional Municipality