Assistant wealth management advisor
Top Benefits
About the role
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? *
About Archer, gestion privée
Archer accompagne les familles canadiennes dans l'atteinte de leurs objectifs financiers.
Complémentarité Gestionnaires de portefeuilles, planificateurs financiers, conseillers en sécurité financière et actuaires: notre équipe conjugue les expertises au bénéfice de votre réussite.
Discipline Notre approche est sans détour: nous appliquons, avec méthode, des pratiques exemplaires maintes fois éprouvées. Cette discipline est au coeur de nos performances.
Transparence Il n'y a aucun frais cachés et aucune mauvaise surprise car il n'y a que votre intérêt qui compte. Nos spécialistes sont également indépendants de toute influence extérieure.
Accompagnement Nous sommes complices de votre succès. Peu importe la complexité de votre situation familiale, fiscale ou financière, nous prenons le temps de bien comprendre vos enjeux.
Similar Jobs
Assistant wealth management advisor
Top Benefits
About the role
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? *
About Archer, gestion privée
Archer accompagne les familles canadiennes dans l'atteinte de leurs objectifs financiers.
Complémentarité Gestionnaires de portefeuilles, planificateurs financiers, conseillers en sécurité financière et actuaires: notre équipe conjugue les expertises au bénéfice de votre réussite.
Discipline Notre approche est sans détour: nous appliquons, avec méthode, des pratiques exemplaires maintes fois éprouvées. Cette discipline est au coeur de nos performances.
Transparence Il n'y a aucun frais cachés et aucune mauvaise surprise car il n'y a que votre intérêt qui compte. Nos spécialistes sont également indépendants de toute influence extérieure.
Accompagnement Nous sommes complices de votre succès. Peu importe la complexité de votre situation familiale, fiscale ou financière, nous prenons le temps de bien comprendre vos enjeux.