About Archer Archer is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients.

Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision and a human approach to design customized wealth strategies.

Our values: leadership, transparency, excellence and partnership. If you share these values and want to make a real difference, we'd love to meet you! ‍ Reporting to a wealth management advisor, the analyst plays a strategic role by providing analytical and operational support. This role serves as a stepping stone to a position as an associate wealth management advisor. ‍ Main responsibilities Prepare financial analyses, projections and presentation tools for customer meetings

Assist advisors in implementing financial strategies and ensure rigorous follow-up of recommendations

Accompany advisors during customer meetings and prepare the documents needed to close sales

Contribute to business development (events, prospecting, special projects)

Analyze and review ETFs used in model portfolios according to structure, risk exposure and performance

Monitor recent investment products and economic news to inform management decisions.





Review portfolio performance and composition on a quarterly basis to ensure that they match customer profiles

Monitor and assess portfolio risks (volatility, worst-case scenario) and track performance to prepare for customer meetings

Any other tasks assigned by the management consultant ‍ Profile sought University degree in finance, financial planning, accounting or related field

Minimum 1 year experience in financial services

Experience in securities, an asset

Financial security advisor designation, an asset

Financial planner training completed or in progress, an asset

Analytical skills, rigor, autonomy and professionalism

Interpersonal skills and interest in developing customer relationships

Excellent written and verbal communication skills

Bilingualism ‍ Compensation And Benefits Base salary

Bonus

Group insurance and pension funds

Structured career plan for rapid advancement

Access to training and mentoring to progress to assistant advisor (e.g.: Financial Security Advisor, Pl. Fin., CIM® ,A.V.A) Do you have a criminal record?

Select an option No, I have no criminal record Yes, I have a criminal record What is your current status in Canada?

Select an option Canadian citizenship Permanent residence Open work permits Other What training relevant to the position have you completed?

Number of years of relevant experience in financial services?

📌 Wealth Management Analyst (Montreal)
🏢 Archer
📍 Montreal