Analyst, Research and Development

Division: IG Investment Solutions
Location: Montreal, 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 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.

The Analyst, Investments & Product Management Operations is part of multi-disciplined team that includes efforts around: industry research, ideation, writing business cases, documenting product specifications, supporting communications, coordinating updates to disclosure documents, and collaborating with cross-department groups on various projects as well as ongoing business functions. This role will provide extensive opportunities to gain exposure to a broad range of initiatives and develop investment product knowledge as well as collaborate with individuals from a diverse group of functions across the company.

Analysis of industry trends and product development

• Conduct Market Research: Gather and analyze data on industry trends, market conditions, and competitor products.
• Identify Opportunities: Pinpoint potential areas for product development based on market needs and emerging trends.
• Trend Analysis Reports: Prepare detailed reports summarizing industry trends and their implications for product development.
• Stakeholder Meetings: Present findings to stakeholders and discuss potential product development strategies.

Support Development of Business Reviews and Potential Recommendations for Product Enhancements

• Data Collection: Gather relevant data on product performance, customer feedback, and market conditions.
• Business Review Preparation: Compile comprehensive business reviews, highlighting key insights and areas for improvement.
• Recommendation Formulation: Develop actionable recommendations for product enhancements based on analysis
• Presentation to Leadership: Present business reviews and recommendations to senior management for approval and implementation.

Collaborating with Cross-Department Groups in the Preparation of Product Specification Documents

• Cross-Department Coordination: Facilitate collaboration between product, engineering, marketing, and sales teams.
• Requirement Gathering: Collect and document product requirements from various departments.
• Specification Document Drafting: Prepare detailed product specification documents, outlining features, functionalities, and technical requirements.
• Review and Approval: Coordinate the review and approval process for product specification documents with all relevant stakeholders.

Problem Solving Support and Analysis for Various Initiatives

• Issue Identification: Identify and analyze problems or challenges faced by various initiatives.
• Root Cause Analysis: Conduct thorough analysis to determine the root causes of issues.
• Solution Development: Develop and propose effective solutions to address identified problems.
• Implementation Support: Assist in the implementation of solutions, ensuring they are executed effectively and efficiently.

Support the Preparation of Presentation Materials

• Content Development: Create compelling content for presentations, including key messages, data visualizations, and supporting information.
• Design and Layout: Design visually appealing and professional presentation slides.
• Review and Feedback: Collaborate with stakeholders to review and refine presentation materials.
• Final Preparation: Ensure all presentation materials are finalized and ready for delivery, including rehearsing and coordinating logistics.

Qualifications

• An university degree or specialized training related to business, finance, and investments.
• A minimum of 1 – 4 years experience, solid knowledge of the investment industry, with strong knowledge and interest in market research and wealth and asset management
• Completion of CSC or CFP preferred.
• Interest in financial services, with preference to individuals with a post-secondary degree or diploma in a relevant business discipline. (e.g. Bachelor of Commerce)
• Ability to work independently as well as in a collaborative environment.
• Ability to self-motivate, manage time-sensitive deadlines and demonstrate flexibility in changing priorities.
• Demonstrated proficiency in PC applications and Microsoft Office including Excel and PowerPoint. This includes the ability to create and produce presentations and reports using the most up to date technology.
• Demonstrated analytical, numerical and problem-solving skills with strong attention to detail, and a predisposition towards curiosity and an interest in learning.
• Occasional travel to Winnipeg, Toronto, Montreal.

Please visit our career page by clicking on the following link:
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.