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Wealth Management Analyst

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Archer Group
πŸ“ montreal, Canada
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Location montreal
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Posted May 27, 2026
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Commute Local Area
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Job Description

Archer Private Wealth 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!

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
  • <...

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πŸ“ Location Details

πŸŒ†
City
montreal
πŸ—ΊοΈ
Country
Canada
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Commute
Local Area

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