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? *
