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⏰ Full-time

Wealth Management Analyst

Archer
Location πŸ“ montreal, Canada
Posted πŸ“… June 05, 2026
Work Type ⏰ Full-time

Position Overview

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 implemen...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Finance
🏠
Work Arrangement
On-site
πŸ“
Location
montreal, Canada