Wealth Management Analyst

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!

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Job description :

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.

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Main responsibilities

• Prepare financial analyses, projections, and presentation materials for client 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 that the managing advisor may assign to him or her

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Profile sought

• University degree in finance, financial planning, accounting or related field
• At least 1 year of experience in financial services
• Experience in securities, an asset
• Financial security advisor designation, an asset
• Completed or ongoing financial planner training—a plus
• 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 advance to a position as an associate advisor (e.g., Financial Security Advisor, Pl. Fin., CIM®, A.V.A.)