Wealth Management Analyst

Montréal, QC
On-site
Posted Oct 13, 2026
1 position

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Employment type: Full-time
Experience level: Entry, Junior · 1+ years
Minimum education: Bachelor’s degree
Apply by: Nov 10, 2026
Posting language: English
Working hours: 40 hours per week
Seniority: Entry level

Job summary

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.

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! ‍ 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.) 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

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.