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Wealth Management Analyst

Company: Archer

Location: montreal, London

Posted: June 05, 2026

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Position Details

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...