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Added 11 mins ago
Assistant General Manager - St. John's Torbay Road
GoodLife Fitness
St. John's, NL
Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 11 mins ago
Assistant General Manager - Calgary Northland Village
GoodLife Fitness
Calgary, AB
Full-time
The Assistant General Manager plays a key role in providing an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of…
Added 11 mins ago
Assistant Cook
The Salvation Army Canada and Bermuda Territory
Pine Lake, AB · Red Deer, AB
Part-time
The position focuses on support of the kitchen operations in a dynamic food service setting. This involves assisting with meal preparation and service, maintaining cleanliness and hygiene…
Added 11 mins ago
Medical Office Administrator/Medical Assistant
LMC Healthcare
Toronto, ON
Part-time
Our growing team is looking for a Medical Office Administrator/Medical Assistant who can work for us on a permanent part-time basis (minimum 4 days/week) supporting our LMC Downtown clinic…
Added 25 mins ago
Assistant Contracts Manager
Maple Reinders
Mississauga, ON
$85,000 to $110,000 CAD / year
Full-time
The Assistant Contracts Manager will work alongside operations, procurement, and legal professionals to support Maple's project teams across Canada in successfully delivering civil and…
Added 25 mins ago
Assistant Operations Manager – Seafood & Fishing Operations
Umanist NA
Vancouver, BC
$75,000 to $95,000 CAD / year
Full-time
We are seeking a hands-on Assistant Operations Manager to support the Senior Vice President of Operations in the day-to-day management of logistics, fleet coordination, and seafood plant…
Added 26 mins ago
Surveillance TMS-GCT
Great Canadian Entertainment
Toronto, ON
…responsible for daily monitoring and observation of Casino operations, while ensuring the security and integrity of Casino assets, staff and guests. A Surveillance Operator ensures…
Added 26 mins ago
Assistant Store Manager Marshalls Burlington Power Centre
The TJX Companies, Inc.
Burlington, ON
Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 26 mins ago
Facilities Attendant
Skyservice Business Aviation
Dorval, QC
Full-time
Familiar with hand and power tools – operations and safety
Added 26 mins ago
Key Holder (PT) - Edmonton
UNTUCKit
AB · Edmonton, Alberta
Part-time
Proven work experience as a Supervisor, Key holder or Assistant Manager
Added 41 mins ago
Content Creation Assistant Intern - Data Office
Ubisoft
Montreal, QC
Full-time
As a Content Creation Assistant Intern at Ubisoft Montreal, you will support the development, editing, and distribution of educational content for the Ubisoft Data Office Data Academy. You…
Added 41 mins ago
Financial Controller
Lazer
Remote, Canada
Full-time · Remote
Experience owning the close and financial reporting as a Controller, Assistant Controller, Senior Accounting Manager, or equivalent role.
Added 41 mins ago
Part Time Sales Associate (Store 2267 - London Oakridge)
Pet Valu
London, ON
Part-time
…and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds,…
Added 41 mins ago
Assistant Store Manager
American Iron and Metal
St. Catharines, ON
Full-time
Supervising daily operations such as scheduling, sales and production targets
Added 55 mins ago
Executive Assistant to Chief Executive Officer
Arenavachi Holdings
Toronto, ON
Full-time
Arenavachi is looking for an exceptional Executive Assistant to the CEO to become a trusted partner to our CEO and help keep a fast-moving, multi-brand organization operating at its best.
Added 55 mins ago
Accounts Receivable Coordinator
COSCO SHIPPING CANADA
Mississauga, ON
Full-time
…in the Canadian market. The company is launching a brand-new operations centre, COSCO SHIPPING NAOC – North America Operation Center, in Toronto, and we are seeking analytical Accounts…
Added 55 mins ago
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Saskatoon, SK
Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 55 mins ago
Sales Operations Manager
TP
Toronto, ON
Full-time
Job Role & Profile: B2B Sales Assistant Manager
Added 55 mins ago
ASSISTANT MANAGER-EN
La Vie En Rose
Kamloops, BC
Full-time
Added 55 mins ago
Class 1 Driver
Municipal Group of Companies
Sheet Harbour, NS
Full-time
Employee and family assistant programs provide you with immediate and confidential help for any work, health, or life concern.
Added 55 mins ago
CAN Sales Assistant Nova Scotia
Mountain Warehouse
Dartmouth, NS
$16.75 CAD / hour
Part-time
We are looking for a Sales Assistant who can focus on processing stock during early weekday mornings, helping to ensure products are received, organised, and ready for customers. You’ll…
Added 55 mins ago
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Montreal, QC
Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 55 mins ago
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Montreal, QC
Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 55 mins ago
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Dartmouth, NS
Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 55 mins ago
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Bruno, QC
Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

Archer

Assistant wealth management advisor

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 14, 2026
Posting language: English
Posted: May 27, 2026

Apply About employer

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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? *

Apply About employer

More about this job

Responsibilities

The assistant advisor supports the advisor in managing client portfolios, preparing for meetings, and ensuring the rigorous implementation of financial strategies. They also act as a primary point of contact for routine inquiries and contribute to business development and client acquisition efforts.

Requirements

Candidates must hold a university degree in finance, accounting, or a related field with at least 18 months of relevant experience in securities. Professional qualifications such as the CIM, CFA Level 1, or financial planner/security advisor designations are highly preferred.

Skills

Financial planning
Portfolio management
Insurance
Wealth management
Customer relations
Business development
Analytical skills
Communication skills
Customer focus
Teamwork
Financial analysis
Prospecting

Benefits

Group insurance
Pension funds
Structured career plan
Training
Mentoring

Visa sponsorship

Not detected in the job text

Keywords

Financial planning
Portfolio management
Insurance
Wealth management
CIM
CFA
Financial security advisor
Financial planner
Business development
Prospecting
Client acquisition
Financial analysis
Securities
Tax optimization
High-net-worth clients

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