Executive Assistant - Wealth Management

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.