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Assistant wealth management advisor

Company

Archer Group

Location

montreal, montreal (administrative region)

Posted

June 03, 2026

Position Overview

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!

Mission statement

Reporting to an Advisor Manager, the Assistant Advisor acts as a strategic right-hand man. In addition to supporting the advisor in managing his or her clientele, he or she progressively takes charge of certain clients. This role is a gateway to a wealth management advisor position.

Main responsibilities...

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