🇺🇸 USAJobs.work

America's Job Portal

← Back to USA Jobs

Wealth Management Analyst

Company

Archer

Location

montreal, qc

Posted

June 06, 2026

Position Overview

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...

Ready to Apply?

Join thousands of Americans building their careers

Apply Now