Assistant wealth management advisor
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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
Profile sought
Compensation And Benefits
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? *
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 Benefits
- 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
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? *
More about this job
Responsibilities
Support advisors by preparing for and participating in client meetings, monitoring financial strategies, responding to routine client inquiries, and managing selected client relationships under supervision. Coordinate with analysts and operations staff, ensure documentation and deadlines are handled accurately, and contribute to business development activities.
Requirements
A university degree in finance, financial planning, accounting, or a related field and at least 18 months of relevant securities experience are required. Candidates must have the CIM qualification or be working toward it, or have completed CFA Level I; financial planner and financial security advisor designations are assets, along with strong analytical, interpersonal, organizational, and communication skills.
Skills
- Financial Planning
- Portfolio Management
- Investment Strategy Monitoring
- Insurance Planning
- Tax Planning
- Client Meeting Preparation
- Customer Service
- Business Development
- Targeted Prospecting
- Analytical Skills
- Attention to Detail
- Time Management
- Teamwork
- Written Communication
- Verbal Communication
Benefits
- Performance Bonuses
- Group Insurance
- Pension Funds
- Structured Career Plan
- Training and Mentoring
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Financial Planning
- Portfolio Management
- Wealth Management
- Investment Strategies
- Insurance
- Tax Planning
- High-Net-Worth Clients
- Securities
- CIM Qualification
- CFA Level I
- Financial Planner Designation
- Financial Security Advisor Designation
- Business Development
- Prospecting
- Financial Analysis
- Operations Coordination
- Customer Service
- Documentation Management
- Mentoring