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Wealth Management Analyst
Wealth Management AnalystArcher Group • Montréal, Montreal (administrative region), Canada
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Wealth Management Analyst

Wealth Management Analyst

Archer Group • Montréal, Montreal (administrative region), Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

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
  • 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

Compensation and benefits

  • 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)
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Wealth Management Analyst • Montréal, Montreal (administrative region), Canada

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