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! ‍ Mission statement Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively takes charge of certain clients.

This role is a gateway to a wealth management advisor position. ‍ Main responsibilities Prepare and participate in customer meetings with team consultants

Ensure rigorous monitoring of implemented financial strategies (investments, insurance, tax)

Act as a first-level point of contact for routine customer queries

Take charge of certain customer relations under supervision

Gradually develop customer acquisition and management skills

Collaborate with financial analysts and operations team to ensure smooth processes

Ensure that deadlines are met and that required documents are complete and accurate





Contribute to business development (preparation of events, targeted prospecting)

Carry out any other tasks required to ensure the success of the advisory team and customer satisfaction ‍ Profile sought University degree in finance, financial planning, accounting or related field

Minimum 18 months' relevant experience in securities

CIM qualification obtained or in progress, or Level 1 CFA exam completed

Financial planner designation, an asset

Financial security advisor designation, an asset

Analytical skills, rigor, autonomy and professionalism

Strong interpersonal skills and customer focus

Ability to manage multiple priorities and work as part of a team

Excellent written and verbal communication skills

Bilingual (French and English) ‍ Compensation And Perks Base salary

Performance bonuses

Group insurance and pension funds

Structured career plan for rapid advancement

Access to training and mentoring for advancement to consultant positions 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?

📌 Assistant wealth management advisor (Montreal)
🏢 Archer
📍 Montreal