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Added 2 mins ago
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Full-time
…route to the best job outcomes. The Entry-Level Operations Analyst will turn operational and product data into clear insights, gathering requirements, analyzing business processes, and…
Added 2 mins ago
Business Analyst, Entry Level
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Added 17 mins ago
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Added 32 mins ago
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Added 32 mins ago
Senior Business Analyst (12-month contract)
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Added 32 mins ago
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Added 1 hour ago
Business Analyst - Senior
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We at Raise are hiring a Business Analyst - Senior for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.…
Added 1 hour ago
Fulfillment Analyst, Commercial Funding
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Full-time
We are hiring a Fulfillment Analyst, Commercial Funding!
Added 1 hour ago
Fulfillment Analyst - Bilingual, Commercial Funding
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Toronto, ON · East York, ON
Full-time
We are hiring a Fulfillment Analyst - Bilingual, Commercial Funding!
Added 1 hour ago
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Archer

Wealth Management Analyst

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 14, 2026
Experience: At least 1 year of experience in financial services
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!

‍

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

‍

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.)

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

Prepare financial analyses, projections, and client meeting materials; support advisors in implementing and following up on financial strategies. Review ETFs and portfolios, monitor investment products and economic news, assess portfolio risks and performance, and contribute to client meetings and business development.

Requirements

A university degree in finance, financial planning, accounting, or a related field and at least one year of financial services experience are sought. Securities experience, a Financial Security Advisor designation, or completed or ongoing financial planner training are assets; candidates should also demonstrate analytical rigor, autonomy, professionalism, interpersonal ability, and strong written and verbal communication.

Skills

Financial Analysis
Financial Projections
Portfolio Management
ETF Analysis
Risk Assessment
Performance Monitoring
Financial Planning
Tax Planning
Business Development
Communication
Analytical Skills
Attention to Detail
Autonomy
Professionalism

Benefits

Bonus
Group Insurance
Pension Fund
Structured Career Plan
Training
Mentoring

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Portfolio Management
Wealth Management
Financial Analysis
Financial Projections
Tax Planning
Insurance
High-Net-Worth Clients
ETF Analysis
Model Portfolios
Investment Products
Portfolio Performance
Portfolio Composition
Risk Assessment
Volatility
Business Development
Client Meetings
Financial Strategies
Securities
Financial Security Advisor
Financial Planner
CIM
A.V.A.
Economic News

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