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Added 5 mins ago
Supply Chain Analyst
Gordon Food Service
Milton, ON
Full-time
…includes customer needs assessment, meeting quality standards for services, and evaluation of customer…
Added 5 mins ago
Data & Visual Insights Analyst
Fidelity Canada
Mississauga, ON
Full-time
Reporting to the Manager, Reporting and Analysis, the Data & Visual Insights Analyst supports the organization's reporting, analytics and business intelligence functions by gathering,…
Added 5 mins ago
PCI Compliance Analyst
GFL Environmental Inc.
Vaughan, ON
Full-time
GFL is one of the largest diversified environmental services companies in North America, providing comprehensive solid waste management services from its platform of facilities throughout…
Added 18 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Toronto, ON
$96,557 to $128,743 CAD / year
Full-time
Define, execute, and sustain the integrated technology target state, target data model and technology operations required to enable EDC's 2030 business transformation.
Added 18 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Montreal, QC
$96,557 to $128,743 CAD / year
Full-time
Define, execute, and sustain the integrated technology target state, target data model and technology operations required to enable EDC's 2030 business transformation.
Added 18 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Ottawa, ON
$96,557 to $128,743 CAD / year
Full-time
Define, execute, and sustain the integrated technology target state, target data model and technology operations required to enable EDC's 2030 business transformation.
Added 18 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Calgary, AB
$96,557 to $128,743 CAD / year
Full-time
Define, execute, and sustain the integrated technology target state, target data model and technology operations required to enable EDC's 2030 business transformation.
Added 19 mins ago
Data Migration Specialist
ClearRisk
St. John's, NL
Full-time
Participate in requirements gathering and define source-to-target data mapping specifications for customer integration and migration projects, in partnership with the Business Analyst and…
Added 19 mins ago
Senior Business Analyst – Pension Transformation
Mariner
NB · NS
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. We partner…
Added 19 mins ago
Product Owner II (1 Year Contract)
The Corporation of the City of Markham
Markham, ON
$96,257 to $129,223 CAD / year
Full-time · Temporary
Department and Commission: Information Technology Services, Corporate Services
Added 19 mins ago
Business Analyst
IX Solutions Ltd.
Remote, Canada
$120,000 to $155,000 CAD / year
Full-time · Remote
As Business Analyst, you are accountable for business-level discovery, process and operating-model analysis, requirements definition, prerequisite identification, and decision support for…
Added 34 mins ago
Senior Financial Analyst
Canadian Addiction Treatment Centers
Markham, ON
$90,000 to $120,000 CAD / year
Full-time
Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst will play a key role in CATC’s financial planning, management reporting and business decision-support…
Added 34 mins ago
Business Process Analyst, Process Automation
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada’s top-performing asset managers? We are looking for a Business Process Analyst, Process Automation for an existing vacancy within the Investment Resource…
Added 34 mins ago
Business Process Analyst, Process Automation
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Interested in joining one of Canada’s top-performing asset managers? We are looking for a Business Process Analyst, Process Automation for an existing vacancy within the Investment Resource…
Added 34 mins ago
Data Analyst
Saturn Oil & Gas
Calgary, AB
Full-time
Saturn has an opportunity for a full-time Information Services (IS) Data Analyst based in Calgary, Alberta. Reporting to the Team Lead, Business Applications & Data Analytics, the Data…
Added 49 mins ago
Financial Data Analyst (Junior)
Soho Square Solutions
Montreal, QC
Contract
We are seeking a Financial Data Analyst with 2-5 years of experience in financial services to support business-critical banking operations, data analysis, and process improvement…
Added 49 mins ago
Data Platform Analyst
Metro Vancouver
Burnaby, BC
Full-time
Our Corporate Services Department is seeking a Data Platform Analyst who will support and maintain enterprise data platforms, database systems, and analytics solutions. You will develop and…
Added 50 mins ago
Product Data Analyst 1
Celestica International LP
Toronto, ON
We are currently seeking a Product Data Analyst based in Toronto.
Added 50 mins ago
Product Data Analyst 2
Celestica International LP
Toronto, ON
We are currently seeking a Product Data Analyst based in Toronto.
Added 50 mins ago
Student Intern, Procurement Sourcing Analyst
Celestica International LP
Toronto, ON
$23 to $30 CAD / hour
As a global technology leader, Celestica designs, engineers, and manufactures industry-leading products and services that drive customer success and market advancement. Headquartered in…
Added 50 mins ago
Financial Analyst
University of Toronto
Toronto, ON
Under the direction of the Manager, Accounting & Processing Support, the Financial Analyst provides direct support to the processing and accounting function within the Financial Services…
Added 1 hour ago
Financial Analyst - Reporting & Analytics
Spin Master Ltd
Toronto, ON
Full-time
As a Financial Analyst – Reporting Analytics, you will play an important role in driving financial visibility and operational value-add insights for our North America market and the…
Added 1 hour ago
Senior Business Analyst (FO, Metals Trading)
Exadel Inc (Website)
Toronto, ON
A leading North American financial services provider operating across personal, commercial, wealth management, and capital markets sectors. Following recent strategic acquisitions, the…
Added 1 hour ago
database analyst (DBA)
Richards Packaging Inc.
Mississauga, ON
Full-time
Collect data to identify areas for improvement within an organization’s IT infrastructure
Added 1 hour ago
Business Analyst-Payments
BeachHead
Toronto, ON
$65.22 to $78.26 CAD / hour
Contract
7+ years of Business Analyst experience in financial services or related industries

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

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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

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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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