Wealth Management Analyst

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 an Advisor Manager, the Financial Analyst plays a strategic role in providing analytical and operational support. This role is a gateway to the position of assistant 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? *

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