Wealth Management Analyst
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!
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 tools for customer 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 assigned by the management consultant
Profile sought
University degree in finance, financial planning, accounting or related field
Minimum 1 year experience in financial services Experience in securities, an asset Financial security advisor designation, an asset Financial planner training completed or in progress, an asset 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 progress to assistant 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? *
Not the right fit? Search for Wealth Management Analyst jobs in Montreal, Quebec, Canada
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
Wealth Management Analyst
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!
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 tools for customer 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 assigned by the management consultant
Profile sought
University degree in finance, financial planning, accounting or related field
Minimum 1 year experience in financial services Experience in securities, an asset Financial security advisor designation, an asset Financial planner training completed or in progress, an asset 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 progress to assistant 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? *
Not the right fit? Search for Wealth Management Analyst jobs in Montreal, Quebec, Canada
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.