Archer is a Canadian Independent Financial Services Firm Specializing in Portfolio Management and Financial Planning
Québec, Quebec
At Archer, we are dedicated to helping Canadian families achieve their financial goals. Our team of portfolio managers, financial planners, financial security advisors, and accountants combines expertise to ensure your success. We believe in transparency—there are no hidden fees, and our advice is always objective and independent. We take the time to understand your unique situation, providing personalized support tailored to your needs.
On-site · Québec
Record and maintain accurate financial transactions, supplier information, payroll, expense accounts, tax reports, and bank reconciliations. Support month-end and year-end processes, organize accounting and legal documents, and advise the Finance Director.
On-site · Montréal
The assistant advisor supports the advisor in managing client portfolios, preparing for meetings, and ensuring the rigorous implementation of financial strategies. They also act as a primary point of contact for routine inquiries and contribute to business development and client acquisition efforts.
