Assistant wealth management advisor

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? *

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