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Added 13 mins ago
Advisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
Full-time
This Advisor position will play a key role in the strategic financial management of retirement and group benefit plans through the Employee Benefits & Retirement Programs, Centre of…
Added 58 mins ago
Event Coordinator / Coordonnateur aux évènements
Airbus Aircraft
Montreal, QC
Full-time
Added 1 hour ago
Représentant Du Service à La Clientèle
TEKsystems
Winnipeg, MB
Contract
Added 1 hour ago
Représentant Du Service à La Clientèle
TEKsystems
Montreal, QC
Contract
Added 1 hour ago
Représentant Du Service à La Clientèle
TEKsystems
Mississauga, ON
Contract
Added 1 hour ago
Marketing Consultant
TEKsystems
Guelph, ON
Contract
…execution of integrated marketing initiatives that drive awareness, advisor engagement, lead generation, and business…
Added 1 hour ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
Added 1 hour ago
Business Operations Support Representative III
TD
Nanaimo, BC
Full-time
Added 1 hour ago
Compliance Officer
Roots Funding
Toronto, ON · Greater Toronto Area, Canada
Full-time
Added 2 hours ago
Account Manager, Commercial Services
FirstOntario Credit Union
Hamilton, ON
Full-time
Added 2 hours ago
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
Full-time
Added 2 hours ago
Assistant Branch Manager- District Opportunity - Calgary South Area
Scotiabank
Calgary, AB
…professional career? If you are a strong leader, or a senior level advisor ready for leadership, this could be the perfect opportunity for…
Added 2 hours ago
Communications Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
Full-time
The communications advisor, supports and advises caisse managers in selecting, applying and implementing communications solutions, practices, programs and tools. More specifically, you will…
Added 2 hours ago
BUSINESS MANAGEMENT ANALYST
City of Toronto
Toronto, ON
Added 3 hours ago
Research Finance Administrator, Research Accounting
University of Calgary
Calgary, AB
Full-time
Research Accounting is responsible for the post-award financial administration of all sponsored research and restricted funding at the University of Calgary. The Research Finance…
Added 3 hours ago
Director, Canada Chief Compliance Officer
PayPal
Toronto, ON · CAN - Ontario - Toronto - Corp - University Ave
Full-time
Added 4 hours ago
Cell Phone Advisor
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
Nanaimo, BC
Full-time
Added 4 hours ago
Cell Phone Advisor
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
Ottawa, ON
Full-time
Added 4 hours ago
Financial Service Advisor
Sunshine Coast Financial
Sechelt, BC
Full-time
Reporting to branch leadership, the Financial Services Advisor (FSA) enriches member lives by offering sound advice, providing financial solutions and building long term relationships. This…
Added 4 hours ago
Wealth Advisor
ATB
Ponoka, AB
Full-time
Added 4 hours ago
Personal Banking Advisor - Calgary 6th Avenue
ATB
Calgary, AB
Full-time
Added 4 hours ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 hours ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 hours ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 hours ago
Financial Advisor - Bancroft Branch
Scotiabank
Bancroft, ON

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

Applications open in a new tab.

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.

‍

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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