Assistant wealth management advisor

Job summary

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.

Job details

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! ‍ Mission statement Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively takes charge of certain clients. This role is a gateway to a wealth management advisor position. ‍ Main responsibilities Prepare and participate in customer meetings with team consultants Ensure rigorous monitoring of implemented financial strategies (investments, insurance, tax) Act as a first-level point of contact for routine customer queries Take charge of certain customer relations under supervision Gradually develop customer acquisition and management skills Collaborate with financial analysts and operations team to ensure smooth processes Ensure that deadlines are met and that required documents are complete and accurate Contribute to business development (preparation of events, targeted prospecting) Carry out any other tasks required to ensure the success of the advisory team and customer satisfaction ‍ Profile sought University degree in finance, financial planning, accounting or related field Minimum 18 months' relevant experience in securities CIM qualification obtained or in progress, or Level 1 CFA exam completed Financial planner designation, an asset Financial security advisor designation, an asset Analytical skills, rigor, autonomy and professionalism Strong interpersonal skills and customer focus Ability to manage multiple priorities and work as part of a team Excellent written and verbal communication skills Bilingual (French and English) ‍ Compensation And Benefits Base salary Performance bonuses Group insurance and pension funds Structured career plan for rapid advancement Access to training and mentoring for advancement to consultant positions 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? *

What you’ll do

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.

Requirements

Candidates must hold a university degree in finance, accounting, or a related field with at least 18 months of relevant experience in securities. Professional qualifications such as the CIM, CFA Level 1, or financial planner/security advisor designations are highly preferred.

Benefits

• Group insurance • Pension funds • Structured career plan • Training • Mentoring

Listed skills

• Teamwork · Preferred
• Financial planning · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Portfolio management
• Insurance
• Wealth management
• Customer relations
• Business development
• Analytical skills
• Communication skills
• Customer focus
• Teamwork
• Financial analysis
• Prospecting

Job areas

• Finance & Accounting
• Consulting
• Customer Service & Support
• Management & Leadership