Portfolio Manager
Walker Family Financial
Job Description
Job Description
We are seeking an experienced and strategic Portfolio Manager to join our team of 1–3 members. In this role, you will oversee client investment portfolios, analyze market trends, and implement tailored financial strategies to preserve and grow wealth for high-net-worth individuals and families.
If you currently live in a major city center, and are looking to transition your senior portfolio management career to a vibrant outdoor region with a lower cost of living and better quality of life, we will help facilitate your relocation to Owen Sound.
Key Responsibilities
Manage and monitor high-net-worth client investment portfolios to align with overall wealth management, tax, and estate strategies.
Develop and execute strategic, risk-managed investment plans tailored to each client's unique financial goals.
Conduct continuous market analysis to optimize asset allocation decisions and portfolio performance.
Build and nurture long-term, high-trust client relationships through regular reviews and clear communication.
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions.
Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Qualifications & Requirements
Work Preference : Must be fully committed to working in-person at our Owen Sound office.
Licensing & Certifications:
Canadian Securities License (Required )
Professional designations such as CIM (Chartered Investment Manager) or CFP (Certified Financial Planner) are strongly preferred.
Life License Qualification Program ( LLQP ) or Mutual Funds background is an asset.
Experience: Proven track record in portfolio management and client relationship management within wealth management or private banking (10+ years preferred).
Education: Bachelor’s degree in Finance, Economics, or a related field.
Strong strategic decision-making, analytical ability, and executive-level communication skills.
What We Offer
Competitive compensation and incentive package.
Relocation Assistance: We will actively assist the right candidate in moving to the Owen Sound community.
Long-term career stability in an established, independent financial management firm.
An extraordinary lifestyle location surrounded by Georgian Bay and the Niagara Escarpment, ideal for outdoor enthusiasts.
Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.
Company Description
Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.
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