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) #J-18808-Ljbffr