Archer is a Canadian Independent Financial Services Firm Specializing in Portfolio Management and Financial Planning
Québec, Quebec
At Archer, we are dedicated to helping Canadian families achieve their financial goals. Our team of portfolio managers, financial planners, financial security advisors, and accountants combines expertise to ensure your success. We believe in transparency—there are no hidden fees, and our advice is always objective and independent. We take the time to understand your unique situation, providing personalized support tailored to your needs.
On-site · Québec
Process and verify insurance and investment service transactions, maintain internal records, prepare and file forms, and coordinate electronic signatures. Handle communications and case follow-up while supporting customers, collaborating with partners, and contributing to process improvements and data security.
On-site · Montréal
Prepare financial analyses, projections, and client meeting materials; support advisors in implementing and monitoring financial strategies, portfolios, and recommendations. Assist with client meetings and sales documentation, contribute to business development, and review investment products, portfolio performance, and risk.
On-site · Montréal
Support advisors by preparing for and participating in client meetings, monitoring financial strategies, responding to routine client inquiries, and managing selected client relationships under supervision. Coordinate with analysts and operations staff, ensure documentation and deadlines are handled accurately, and contribute to business development activities.