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Added 18 mins ago
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gas station manager
Esso
Burton, BC
- Full-time
Determine merchandise and services to be sold
Added 18 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 18 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 18 mins ago
ES
Lead AI Engineer - TCO Agent Platform
EPAM Systems
Canada
- Full-time
…team through building high-scale, autonomous enterprise AI…
Added 18 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
…identify opportunities to improve how residents experience City services. The position works collaboratively with service areas to understand recurring issues, strengthen service standards,…
Added 18 mins ago
FH
Guest Relations Manager (Parental Leave Contract | November 1, 2026 - October 31, 2027)
Fairmont Hotels & Resorts
Vancouver, BC
- Temporary
Reporting to the Front Office Manager, responsibilities and essential job functions include but are not limited to the following:
Added 33 mins ago
LH
Job Title Medical Care Aid
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Surrey, BC
- Internship
We provide housing and a range of support services to adults with low or no income who have few, if any, housing or support options. Because the people we serve have challenges meeting…
Added 33 mins ago
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 33 mins ago
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Social Worker
Sanya’k̓ula
Port Coquitlam, BC
- Full-time
The Social Worker reports operationally to the Manager or the Patient Care Coordinator and for discipline/practice reports to the BCMHSUS Practice Consultant Social Work/Professional…
Added 33 mins ago
ES
Senior AI/ML Delivery Manager
EPAM Systems
Toronto, ON
- Full-time
EPAM is looking for a Sr. AI/ML Delivery Manager to serve as the senior AI delivery advisor responsible for guiding our client’s engineering organization from isolated AI experimentation to…
Added 33 mins ago
TL
Branch Sales Manager
TruGreen LawnCare
Barrie, ON
- Full-time
Responsible for overall success and management of the marketing function in a lawn care branch. Plans, directs, and coordinates marketing activities of TruGreen. services.
Added 33 mins ago
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Plumbing and Fire Fighting Engineer
SYSTRA
Montreal, QC
- Full-time
Reporting to the Design Manager of each respective station (with a technical reporting relationship to the Systemwide Lead), within the Co-Development Phase of the ALTO programme, the…
Added 33 mins ago
S
Senior Security Analyst - Cyber Security - Regular Full-Time - 2026-17134 (2026-17134)
Sunnybrook
Toronto, ON
- Full-time
Reporting to the Manager, Information Security, the Senior Cybersecurity Analyst is responsible for information technology risk assessments, defining security architecture principles, and…
Added 33 mins ago
S1
Technical Deployment Manager
Signal 1
Toronto, ON
- Full-time
Position description: Technical Deployment Manager
Added 33 mins ago
BC
Registered Practical Nurse - Emergency Department
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Brantford, ON
- Full-time
Reporting to the Clinical Manager, Emergency Services, the successful applicant must meet the following criteria:
Added 33 mins ago
BC
Registered Practical Nurse - Medical B6
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Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 33 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
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Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 33 mins ago
BC
Registered Practical Nurse - Emergency Department
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Brantford, ON
- Full-time
Reporting to the Clinical Manager, Emergency Services, the successful applicant must meet the following criteria:
Added 33 mins ago
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Consulting Manager- EPM Consulting Toronto, Canada
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Toronto, ON
- $180,000 to $185,000 CAD / year
- Full-time
Manager - Enterprise Performance Management (EPM) Solutions
Added 33 mins ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
…projects and continuing education. Reporting to the Clinical Manager, Critical Care, and the successful applicant will be responsible for providing evidenced based, comprehensive, safe,…
Added 33 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 33 mins ago
WC
Self Checkout Attendant
Walmart Canada
Fort Saskatchewan, AB
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 33 mins ago
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Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…operations of the animal facilities. Assures constant quality of services to principal Investigators and their research staff and…
Added 33 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
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Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 33 mins ago
BC
Registered Nurse - Complex Care (C4)
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.

Archer

Assistant wealth management advisor

Montreal, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: May 27, 2026

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

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

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? *

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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

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

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