Operations and Compliance Analyst
Archer
Join Archer as an Operations and Compliance Analyst
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 teamwork.
If you share these values and are eager to make a real difference, we’d love to meet you!
Mission statement
Reporting to the Senior Director of Operations and Compliance, the Operations Analyst supports advisors by coordinating operational and administrative requests with various departments. Through their attention to detail and meticulous approach, they contribute to operational efficiency, productivity optimization, and compliance with regulatory requirements.
Responsibilities
- Receive requests from advisors, maintain records, and initiate various related operational processes while ensuring compliance with our service level agreement
- Ensure the consistency of our CRM data
- Support operations staff, the portfolio manager, and advisors in handling operational requests
- Perform daily reconciliation of transactions carried out by the portfolio manager
- Identify and implement opportunities for improvement to enhance the efficiency and quality of operational processes
- Manage various projects related to compliance and operations
- Participate in regular internal audits of advisors' activities, including KYC verification
- Monitor regulatory developments and, if necessary, recommend the necessary adjustments to the compliance program
- Work closely with advisors to ensure that regulatory requirements are understood and complied with
Profile required
- High school diploma in finance or a related field
- 2 years of experience in a similar position
- CCVM or PQAP: a valuable asset
- Proficiency in the Office suite
- Proficiency in written and spoken French (advanced, CLB 7)
- Intermediate English (CLB 5) is a plus
- Familiarity with various technologies
- Operational rigor
- Excellent analytical skills and critical thinking
- Independence, reliability, and the ability to manage priorities
- Strong communication skills, ability to work well with others, and professionalism
Core competencies
- Sense of responsibility
- Good communication
- Work ethics
- Minutia
Employee benefits
- Performance-based bonuses
- Group insurance and pension funds
- Flexible vacations and time off for a better work-life balance
- Training and development program
- On-site parking
Environment
- Agile management
- Fair and equitable working conditions
- Values of excellence, transparency, collaboration, and leadership
- A culture that fosters a sense of belonging and competence
- An available employer
- Healthy communication
- Team spirit and collaboration
This position offers a competitive salary based on experience.
Apply now!
Do you take pride in a job well done and always prioritize the quality of the customer experience? Join our mission! Please send us your resume by clicking the “Apply!” button.
The masculine form is used only to lighten the text.
What is your current status in Canada? * Select an option Canadian citizenship Permanent residence Open work permits Other
Do you have a criminal record? * Select an option No, I have no criminal record Yes, I have a criminal record
Number of years of relevant experience in financial services? *
What training relevant to the position have you completed? *
- ...decisions? Coveo is looking for an Accounting Analyst to play a central role in the accounting... ...analyses. Support statutory and tax compliance activities for our international... ...that help strengthen and scale our finance operations. Here is what will qualify you for the...Suggested
- ...le Service des finances joue un rôle stratégique au cœur de nos opérations. Proactifs et collaboratifs, nous travaillons efficacement avec... ...dans un contexte de croissance, EBC est à la recherche d’un analyste comptable au sein du département des finances corporatives. À...SuggestedPermanent employmentWork at office
- ...OPERATIONS SUPERVISOR Join Barsatech, a Laurentide company, and contribute to hands-on technical operations within a specialized industrial... ..., and develop team members. Ensure quality standards and compliance with health & safety requirements. Collaborate with clients,...SuggestedFull time
- ...TEHORA est présentement à la recherche d’ un(e) analyste‑programmeur afin d’effectuer différentes tâches de planification, de coordination... ...Orienter et suivre les activités de gradation; Gérer les opérations d’exécution des traitements : Démarrage et suivi des chaînes...SuggestedHourly payFull timeContract workApprenticeshipRemote workFlexible hours3 days per week
- ...We are currently seeking a Functional Analyst / Salesforce Financial Services Cloud Configurator, responsible for translating business... ...the Product Owner, the project manager, enterprise architecture, operations, and the project team. Contribute to addressing roadblocks, risks...SuggestedContract work
- ...alors Exposant 3 est fait pour vous ! Nous cherchons notre futur Analyste d'affaires pour rejoindre nos équipes. Vos missions... ...information organisationnelle, gestion des technologies d’affaires ou opérations, logistique et analytique) ou posséder deux (2) années d’...Daily paid
- ...important role in the work we perform. In return, we’ll help you build a career that you can feel passionate about. Job Overview Analyst – Analytical Chemistry As an Analyst for our Analytical Chemistry team at the Sherbrooke location, you will be involved in...Permanent employmentContract workInternshipLocal areaWorldwideMonday to fridayFlexible hoursAfternoon shift
- ...que nous effectuons. En retour, nous vous aiderons à bâtir une carrière dont vous pouvez vous sentir passionné. Aperçu du poste Analyste en Chimie Analytique En tant qu’ Analyste pour notre équipe de Chimie Analytique située au site de Sherbrooke , vous...Permanent employmentContract workLocal areaWorldwideMonday to fridayFlexible hoursDay shiftAfternoon shift
- ...Required As a financing analyst, you contribute to risk management analysis, guidance and prevention operations and activities. You supervise, coordinate and coach analysts who perform financial analysis of moderately to highly complex files for the non-retail client segment...Full timeInternshipRemote workFlexible hours
- ...formally required. Experience in automation is an asset, not a selection criterion, which confirms that the need is primarily manual and operational. Knowledge of the financial sector is an asset but is highly relevant to the context. Execute manual tests on critical...Contract workTemporary workImmediate start
- ...conseillers en architectures organiques des impacts potentiels sur les opérations courantes. • Agit comme expert-conseil auprès des... ...information. 3. Posséder huit (8) années d'expérience à titre d'analyste organique en développement, en entretien et en évolution de...Permanent employmentFull time
- ...qui transforment votre industrie. Description du poste L’Analyste de recherche est responsable de la gestion de projets internes... ...à l’interne, incluant la coordination avec les équipes des opérations, la validation des tests et le suivi des études qualitatives et...Full timeApprenticeship
- ...désigner aussi bien les femmes que les hommes. Numéro de réquisition : 436980 Numéro d’affichage : RH-026-2026 Titre du poste : Analyste en automation Secteur : Ingénierie et services techniques Statut : 1 X Permanent Durée de l’affichage : du 16 mars au 26 mars,...Permanent employmentFull timeWork at officeLocal areaDay shift
- ...Analyste comptable Un rôle pivot, directement lié au directeur financier Vous aimez aller au-delà des chiffres et comprendre ce qui se passe réellement dans les opérations? Notre client, une entreprise en croissance, recherche une personne comptable rigoureuse...Permanent employmentFull time
- ...SEULEMENT AUTOUR DES CAMIONS, GUILBAULT EST À LA RECHERCHE D’UN(E) ANALYSTE TECHNIQUE D'INTÉGRATION. Vous êtes passionné par les... ...la communication des différents systèmes qui font avancer les opérations, mais en étant épaulé par une grande équipe, du début à la fin...Daily paidFull timeWork at officeRemote workMonday to friday
- ...curiosité et l’amélioration continue, et nous vous offrons l’espace nécessaire pour évoluer. À propos du rôle Nous recherchons un analyste logiciel appelé à définir, structurer et documenter les besoins d’un environnement multi-systèmes, tout en assurant la coordination...Permanent employmentFull timeInternshipFlexible hours
- The client is seeking a candidate capable of reducing an existing QA backlog without a prolonged onboarding period. The job goes beyond manual testing: it involves converting an existing test case library to Gherkin/Cucumber scenarios, as well as lightweight and targeted backend...Contract workImmediate start
- Summary: As a Customer Operations Consultant, you will deliver key support for workforce management and staffing programs within a centralized... ...GST/HST and, for Quebec-based contractors, QST charges in compliance with Canadian tax laws. · Payments will be processed...Long term contractContract workTemporary workFor contractorsSelf employmentWork at officeLocal area
- ...équivalence) dans le domaine des TI ou domaine connexe ~ Avoir effectué au moins 3 mandats d'une durée minimale d'un an comme PCO/Analyste de projet Déclaration d’équité Chez Compugen, nous engageons envers la diversité, l’équité et l’inclusion. Nous recrutons activement...Daily paidFull time
$60k - $120k per year
Analyste fonctionnel Description de poste Dans le cadre de projets de transformation numérique visant l'entretien, l'évolution et le développement de solutions Web destinées aux citoyens, nous sommes à la recherche d'un(e) Analyste fonctionnel(le) pour se joindre à une...$70k - $135k per year
Analyste de processus TI Description de poste Dans le cadre de la croissance de notre offre en transformation des modèles opérationnels... ..., ITSM) . Capacité à faire le lien entre enjeux d'affaires et opérations TI CGI offre une estimation raisonnable de la fourchette...- ...As post grant analyst, you contribute to activities subsequent to the authorization of financing and disbursement, commonly referred to as post-grant. You ensure validity and compliance for financing applications and their conditions, by validating contracts and guarantees...Full timeContract workInternshipRemote workFlexible hours
$80k - $120k per year
Job Title: Multi-Site Building and Operational Asset Coordinator Work Schedule: Day shift... ...maintenance, repair tracking, and regulatory compliance for buildings across the three sites... ..., asset management, and multi-site operations management. Education: Diploma in building...Permanent employmentLocal areaRemote workMonday to fridayFlexible hoursDay shift- ...supervision du Directeur des finances et en étroite collaboration avec les contrôleurs, l’analyste financier joue un rôle clé dans le succès de l’entreprise. Il contribue activement aux opérations comptables, à l’analyse de la performance financière ainsi qu’au processus de...Work at office
- ...sein d’une entreprise humaine, innovante et en pleine croissance, alors Exposant 3 est fait pour vous ! Nous cherchons notre futur Analyste d’affaires pour rejoindre nos équipes. Vos missions Offrir une expertise-conseil en matière d'analyse et d'amélioration des...Daily paidRemote work
- ...The client is seeking a support-oriented IT analyst to handle Level 2 investigations: resolving complex issues escalated by Level 1 support, with the ability to diagnose problems without systematically escalating them. Beyond support, the individual will participate in...Contract work
- ...Senior Product Operations Manager Location: Quebec, Canada, - Hybrid or In-office Position Summary: Reporting to the Bentley Open Applications Division COO, the Senior Product Operations Manager plays a pivotal role in enabling high‑performing, empowered...ApprenticeshipWork at officeLocal areaWorldwide
- ...recycling, demolition, industrial repurposing, and large-scale materials management. Here, hands-on fieldwork is at the heart of our operations. We are proud to actively contribute to a more sustainable future by transforming materials and giving them a second life. It's...Permanent employmentFull timeManual laborWorldwideMonday to friday
- ...currently seeking a seasoned Business Analyst to join a major partner operating in the public sector and fiscal... .... Governance: Validate solution compliance with architecture advisors and rigorously... ...internal departments (e.g., Operations / HR / Finance / Legal / Contracts...Long term contractContract workRemote work1 day per week
- ...L’Analyste TI (Supply Chain) sera responsable de soutenir les activités de conseils et d’implantation de solutions de planification avancée... ...d’une firme internationale spécialisée en optimisation des opérations et en déploiement de solutions technologiques de planification....Full timeInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations and Compliance Analyst. Be the first to apply!
