Bilingual Private Company Advisory Analyst

Bilingual Private Company Advisory AnalystJoin to apply for the Bilingual Private Company Advisory Analyst role at IG Wealth Management.Division: IG-SaleDistLocation: Toronto, Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 and most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.IG Wealth Management is a diverse workplace committed to doing business inclusively. 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 diversification of ideas.PositionThe 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 should apply experience and working knowledge of the policies and practices required to perform a combination of routine tasks and varied administrative/operational assignments.ResponsibilitiesProvide support in deal execution and transaction managementDevelop financial models and analysis for potential and live transactionsConduct thorough research on companies and industries and deliver concise summariesUse research tools to extract relevant background material for business development and transaction supportAssist in the preparation of internal and external marketing materialsCreate presentations and pitch books to existing and potential clientsSupport client meetings and calls with the Vice PresidentCollaborate with other team members to develop and execute client strategiesAssist with due diligence processes of potential buyers or clients of PCAEnsure compliance with regulations and internal policiesManage project timelines and deliverablesOther administrative tasks as neededQualificationsUndergraduate degree with a focus in business, commerce, finance, economics, mathematics, actuarial sciences, or other quantitative fields1-3 years of work experience in the financial services with solid understanding of:Cash flow, financial modeling, and valuationInter-relation of net income, cash flow, and working capitalUsing research tools to extract relevant background material for business development and transaction supportStrong written and verbal communication skills in English and in FrenchStrong financial modeling skills, including proficiency in Microsoft ExcelStrong computer literacy with emphasis on PowerPoint presentation skillsExcellent analytical and quantitative skillsAttention to detail and accuracyExceptional communication and interpersonal skillsKnowledge of financial and capital marketsUnderstanding of accounting and financial statementsAbility to work well under tight deadlines and manage multiple projects simultaneouslyFamiliarity with valuation techniques and methodologiesProficiency in other financial analysis tools such as Pitchbook or Capital IQAbility to find, research and analyze industries and companiesQualitiesStrong work ethic and dedicationHigh level of integrity and ethical standardsStrong personal skills and the ability to work effectively in a team environmentCuriosity and willingness to learnResilience and perseveranceConfidence and assertivenessStrong time management skillsResults-driven and goal-oriented mindsetInnovative and creative thinkingTravel may be required; however, we expect this to be limited in nature (< 10 days per year). Most meetings will be through virtual collaboration. A hybrid work environment is expected if you are located near one of our three 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 visiting the IG Careers site at 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 2, 2025.Seniority levelEntry levelEmployment typeFull-timeJob functionBusiness Development and Sales #J-18808-Ljbffr