Investment Analyst

IG Wealth Management
CA - Nova Scotia - Halifax
November 4, 2024
Financial

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 candidate 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 by sending your resume to ***. No drop-ins, no phone calls please. Only candidates selected for an interview will be contacted.

Company Name: IG Wealth Management Halifax Office

Position: Investment Analyst

NOC Code: 11101

Position Type: Permanent Full time

Salary: $33.50 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

Main Duties and Responsibilities:

Collect financial and investment information about mutual funds, companies, market conditions, and economic forecasts, and update that information on a weekly basis to all consultants in the division.
Examine and analyze financial and investment information collected, including profiles of mutual funds, fixed income investments, and segregated funds 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. Familiarity with the Morningstar workstation program is required.
Provide support in client meetings and events.
Provide investment advice and recommendations to clients, and educational material.
Prepare company, industry, and economic outlooks, analytical reports, briefing notes, and correspondence.
Prepare internal and external documents to assist in client 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 an 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 analytical skills.
Good communication skills, able to communicate with colleagues and clients effectively.
Mutual fund license required or must be obtained within the first 3 months of start; CSC is preferred but not required.

Job Types: Full-time, Permanent

Pay: $33.50 per hour

Expected hours: 37.5 per week

Schedule:

Monday to Friday

Benefits:

Health and dental plan
Paid vacation
Bonus pay
Commission pay

Education:

Bachelor's Degree (preferred)

Work Location: In person

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Read the full job description and apply online on the recuiter's web-site

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