Wealth Management Analyst

AboutArcher Private Wealth

Archer Private Wealth 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!

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Job description :

Reporting to an Advisor Manager, the Financial Analyst plays a strategic role in providing analytical and operational support. This role is a gateway to the position of assistant wealth management advisor.

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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 new 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

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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

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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)