Wealth Management Analyst
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- At least 1 year of experience in financial services
- Posting language
- English
- Posted
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
Profile sought
Compensation And Benefits
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? *
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
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.)
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? *
More about this job
Responsibilities
Prepare financial analyses, projections, and client meeting materials; support advisors in implementing and monitoring financial strategies, portfolios, and recommendations. Assist with client meetings and sales documentation, contribute to business development, and review investment products, portfolio performance, and risk.
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 and relevant designations or financial planner training are assets. Candidates should demonstrate analytical ability, rigor, autonomy, professionalism, interpersonal skills, an interest in client relationships, strong written and verbal communication, and bilingualism.
Skills
- Financial Analysis
- Financial Projections
- Portfolio Management
- ETF Analysis
- Risk Assessment
- Performance Monitoring
- Financial Planning
- Investment Product Research
- Tax Planning
- Business Development
- Communication
- Analytical Skills
- Attention to Detail
- Autonomy
- Bilingualism
Benefits
- Bonus
- Group Insurance
- Pension Funds
- Structured Career Plan
- Training
- Mentoring
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Sales
Keywords
- Wealth Management
- Financial Planning
- Portfolio Management
- Insurance
- High-Net-Worth Clients
- Financial Analysis
- Financial Projections
- Client Presentations
- Investment Strategies
- Exchange-Traded Funds
- Model Portfolios
- Risk Exposure
- Portfolio Performance
- Volatility
- Economic News
- Investment Products
- Business Development
- Securities
- Financial Security Advisor
- Financial Planner
- CIM
- AVA
- Tax Optimization
- Client Relationships
- Bilingualism