Executive Assistant - Wealth Management
Walker Family Financial
Job Description
Job Description
We are seeking a driven, sharp, and detail-oriented Executive Assistant to support our team of 2–5 members in driving daily office operations and client management. This is not a typical administrative position: you will be directly exposed to complex financial, tax, and insurance scenarios, playing a critical role in supporting our high-net-worth clientele.
If you currently live outside the area, and are looking for a career opportunity paired with a lifestyle upgrade in a premier outdoor and tourist community, we will help facilitate your relocation to Owen Sound.
Key Responsibilities
Manage complex calendars, schedule executive meetings, and maintain office workflow.
Act as a primary liaison between advisors, partners, and high-net-worth clients, maintaining absolute confidentiality.
Coordinate client meetings, prepare account documentation, and manage follow-ups.
Perform detailed data entry, records management, and document preparation using Microsoft Office and internal tools.
Assist with financial reporting, file reviews, and specialized client projects as needed.
Qualifications & Requirements
Work Preference: Must be fully committed to working in-person at our Owen Sound office.
Industry Experience or Professional Licensing (Preferred):
Life Insurance License ( LLQP ), Securities license, or Mutual Funds license, OR
A background in accounting with a CA or CPA designation (a strong asset for assisting with high-net-worth tax and holistic planning).
Strong proficiency in the Microsoft Office Suite (Word, Excel, Outlook).
Exceptional organizational skills, attention to detail, and proactive problem-solving abilities.
Post-secondary degree or equivalent relevant professional experience.
What We Offer
Competitive compensation package.
Relocation Assistance: We will help the right candidate transition to the Owen Sound area.
A stable, high-value career in an expanding financial management firm.
The opportunity to work and live in a vibrant, natural paradise near Georgian Bay and the Niagara Escarpment.
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.
$40k per year
...required ~ Compensation Includes: ~$40,000 annually ~ Employer Paid Health & Dental Benefits Job Overview: The Assistant Resident Manager is responsible for daily operations of assigned apartment buildings, including building cleaning, administrative tasks,...SuggestedFull timeSeasonal workWork at officeRotating shift- ...We are looking for a Assistant Site Superintendent to provide oversight and direction to each... ...attendance. Assist in scheduling, managing quality control, and addressing issues as... ...concerns to the Site Supervisor or Project Manager when necessary. Attend and participate...SuggestedFull timeFor subcontractorInternshipWork at office
$65k - $80k per year
...Position: Accounts Manager Location: Owen Sound, ON Type: Full-Time, Permanent Pay: $65,000- $80,000 (Base Salary) + Competitive... ...Travel Insurance Employee stock purchase plan Employee assistance program & counselling support Why You’ll Love Working Here...SuggestedLong term contractPermanent employmentFull timeInternshipWork at officeLocal areaImmediate start$72.23k - $79.37k per year
...Job Responsibility: Posting No.: 2024-170 Manager of Human Resources and Administration Reporting to the Chief Operating Officer, the... ...management and organizational development practices. Assist, provide input and advice in the development of the strategic and...SuggestedFull timeCasual workMonday to fridayFlexible hoursShift work- ...support our continued growth, we are seeking a Commercial Account Manager to join our collaborative commercial lines team. This role... ...Producer to ensure all renewals are complete and delivered on time Assist in re-marketing policies when necessary Serve as a liaison...SuggestedFull timeWork at officeLocal area
$100k - $150k per year
...boundaries and embracing growth! We promise you haven’t hit your peak yet!! We’re looking for an ambitious and high-performing Sales Manager to lead our dealership’s sales team to new heights! If you're a dynamic leader who thrives in a fast-paced environment, loves...Full timeInternshipFlexible hours- ...detail-oriented and dependable individual to serve as an Administrative Assistant, supporting the day-to-day operations of our ministry. The successful candidate will be highly organized, able to manage multiple priorities, and committed to serving with excellence behind the...Full timePart timeWork at office
- ...business. You'll spend the winter and spring building it from scratch (sales, hiring, planning). Then run it all summer as the general manager. You will handle real customers, a real crew, and will be responsible for a real P&L. What you'll actually do: * Build and...Full timePart timeSummer workSummer internship
- ...Skills And Abilities Bachelor's degree (B.A)/equivalent Four (4) years Business experience including, one (1) year in direct management of employees, their performance and operational leadership The one (1) year direct management of employees and their performance...
- ...SKILLS AND ABILITIES Bachelor's degree (B.A)/equivalent Four (4) years Business experience including, one (1) year in direct management of employees, their performance and operational leadership The one (1) year direct management of employees and their performance...Full timeShift work
- ...Employment Status: Temporary, Full-time (1.0 FTE) Program Name: Assisted Living Number of Hours Bi-Weekly: 80 Work Schedule: Days,... ...(health, dental, LTD) for eligible employees and an Employee Assistance Program Defined Benefit Pension Plan with company contributions...Full timeTemporary workLive outWeekend workAfternoon shift
$52k - $61k per year
...country and three fashion brands — Reitmans, RW&CO, and PENN. Penningtons. Job Description Reporting to the District Manager, join a team where your leadership will truly have an impact! As a Store Manager , you’ll be at the heart of the action: leading and...Full timeWork at officeFlexible hoursWeekend workAfternoon shift$96.85k - $117.31k per year
...Categories: Management / Non-Union Location(s): Owen Sound Types: Full Time DEPARTMENT: PLANT ADMINISTRATION POSITION LOCATION: OWEN SOUND UNION AFFILIATION: NON-UNION STATUS: FULL-TIME SALARY RANGE: $96,853 – $117,305 Reporting to the Manager, Facilities...Full timeContract workFor contractorsInternshipWork at office$850 per week
...customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for admin virtual assistants roles, to take part in upcoming research studies. These may involve online discussions, product testing, or feedback sessions -...Full timeTemporary workPart timeCasual workRemote workWork from homeFlexible hoursAFG Inc
Owen Sound, ONmore than 2 months ago$71k - $85k per year
...Collingwood Area for future opportunities on our Wealth team! We are specifically interested in... ..., retirement & estate planning, risk management and basic tax issues. In managing a... ...members. Guides discussion and provides assistance in resolving complex problems and finding...Full timeWork at officeLocal areaRemote work$16.8 - $20.15 per hour
...identification, trouble shooting and project assistance for customers. The role has in-depth... ...relationships with customers, peers and management Ability to read and interpret... ...simple correspondence Understand and execute instructions furnished in written, oral,...Hourly payPermanent employmentLocal areaShift workWeekend workAfternoon shift$47.78k - $60.4k per year
...financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our... ...and oral communications skills Effective organizational time management, and problem-solving skills This role represents an...Full timeWork at officeLocal areaAfternoon shift$20 - $23 per hour
...enrichment you need to grow your career.We are hiring a Retail Sales Merchandiser who can work effectively with store management to increase retail sales and execute client-driven merchandising that exceed the clients expectations. The Retail Sales Merchandiser drives sales and...Hourly payFull timePart timeMonday to friday- ...accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean... ...Associate will function as part of a team to strategically plan and execute duties based on workload and operational functions.What you'll...Hourly payPermanent employmentPart timeNight shiftAfternoon shift
$19 - $20 per hour
...Best Workplaces for Women and for having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s... ...Capitalize on financial cross-sales and add-on products. Manage collections activities for all past due financial accounts. Secure...Full timeStart today- ...closely with supervisors, site personnel, and project teams, you will execute lifting operations safely, efficiently, and in accordance with... ...As part of our hiring process, we use AI-powered tools to assist in screening resumes. These technologies help us efficiently identify...Full timeInternshipImmediate start
$29 per hour
...a Platinum Club member of Canada's Best Managed Companies, having consecutively retained... ...turning. Reporting To The Operations Manager, Responsibilities Include Ensuring the... ...paid Health & Dental Benefits ~ Employee Assistance Program (EAP) ~ Healthcare & Lifestyle Spending...Hourly paySeasonal workShift work$50k - $80k per year
...Set-up files for new clients and newly incorporated businesses; manage multiple files simultaneously and conduct inventory counts Perform... ...access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm...Full timeRemote workFlexible hours$20 - $25 per hour
...may have. You will also be responsible for managing the multi-line phone system and triaging... ...of collision repair to better assist our customers. This is achieved by working... ...written and verbal communication Time management Analytical and anticipatory - always...Hourly payFull time$22.3 per hour
...and displays using manual or powered equipment. Supporting execution of store promotions by ensuring all shelves are filled and... ...independently and are self-motivated. You have excellent time management skills Additional skills you may have (not required, these...Hourly payPart time- ...fulfillment tasks with positive customer interaction, providing assistance and helping resolve issues when needed. Follow Safety, Food Hygiene... ...THIS ROLE High Task Volume in a Fast-Paced Environment • Manages overnight hours effectively and planning accordingly to stay...Hourly payShift workNight shiftAfternoon shift
- ...Professional and responsive communicator with exceptional client management skills A positive attitude, a team player, and ability to... ...Phone Stipends GEI University (GEIU) with Continuing Education Assistance and Tuition Reimbursement Connecting Conversation Program...Work at officeLocal areaImmediate startRemote workWorldwideFlexible hours
- .... Coordinate daily with patients case managers physicians scheduling and other departments... ...training sessions with the Business Area Manager RNE and Nurse Champion to maintain and... ...may include backup dependent care adoption assistance infertility coverage family building...Part timeLocal area
$25 per hour
...to work…” 80% Agreed “I can be myself at Voyago…” 81% Agreed “Management has kept me well-informed…” Being Great Place to Work-Certified... ...as assigned. Ready and able to drive as a substitute to assist the operations team as required. Requirements The ideal...Hourly payFull timeInternshipWork at officeMonday to fridayFlexible hoursAfternoon shift$31.39 per hour
...package (health, dental, LTD) for eligible employees and an Employee Assistance Program Smartphone to help you stay organized and connected... ...complex and negative pressure wounds Chronic Disease Management, e.g. diabetes care and education IV therapy and CVAD management...Casual workWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Assistant - Wealth Management. Be the first to apply!
- part-time assistant manager Owen Sound, ON
- assistant case manager Owen Sound, ON
- assistante de direction Owen Sound, ON
- assistant product manager Owen Sound, ON
- assistant resident manager Owen Sound, ON
- assistant supervisor Owen Sound, ON
- executive assistant no experience Owen Sound, ON
- assistant security manager Owen Sound, ON
- assistant director Owen Sound, ON
- assistant manager - hourly Owen Sound, ON