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Added 7 mins ago
PLM Functional Analyst - 3DEXPERIENCE
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Full-time
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Added 7 mins ago
PLM Functional Analyst – Teamcenter
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Added 24 mins ago
Senior Financial Analyst, Capital Markets and Treasury BIA
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Senior Analyst – Operations and Assurance
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Added 38 mins ago
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Added 38 mins ago
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$125,000 to $140,000 CAD / year
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Added 39 mins ago
Senior Advisor, Marketing
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Added 39 mins ago
Commercial Analyst
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The Wealth Advisor Development Program (WADP) is designed to support business succession planning, expand our advisor community, and ensure our clients continue to receive exceptional…
Added 54 mins ago
Senior Specialist, Treasury & Capital Markets
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Added 54 mins ago
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IT Supplier & Planning Analyst
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GRC Analyst
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Professional proficiency in French and English, spoken and written, to support global customers, auditors, and business stakeholders.
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Clinical Business Analyst
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Added 1 hour ago
Bilingual (Spanish/English) IT Business Analyst - Databricks
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Added 1 hour ago
Wealth Management Analyst
Archer
Montreal, QC
Full-time
Contribute to business development (events, prospecting, special projects)
Added 1 hour ago
Analyst, Sales Operations & Marketing, Power Sports & Power Equipment
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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

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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.

‍

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

The analyst provides strategic analytical and operational support to wealth management advisors, including preparing financial projections and client presentation materials. They also monitor portfolio performance, assess investment risks, and assist in business development activities.

Requirements

Candidates must hold a university degree in finance, financial planning, accounting, or a related field. At least one year of experience in financial services is required, with professional designations like Financial Security Advisor or financial planner training considered as assets.

Skills

Financial analysis
Financial projections
Portfolio management
Investment research
Risk assessment
Business development
Communication skills
Professionalism
Analytical skills
Strategic planning
Data analysis

Benefits

Base salary
Bonus
Group insurance
Pension funds
Structured career plan
Training
Mentoring

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Portfolio Management
Insurance
High-net-worth
Financial Analysis
ETFs
Risk Exposure
Volatility
Financial Services
Securities
Financial Security Advisor
Financial Planner
CIM
A.V.A.
Business Development
Prospecting
Investment Products
Economic News
Strategic Vision

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