West Oak Family Office is a multi-family office located in the heart of downtown Calgary, Alberta and has a dedicated team with education in finance, economics, taxation, estate planning, and philanthropy. Our team are detail-oriented advocates for the small number of families we serve.

West Oak Family Office

Available Positions

Insurance Associate

Location: This position will be based out of our Calgary office.
Posted: June 3, 2024


Location: This position will be based out of our Calgary office.
Posted: June 4, 2024

We are a diverse, passionate team united by our commitment to making the lives of our ultra-high-net-worth families easier by simplifying the complex. West Oak Family Office is looking for professionals who go the extra mile, sweat the small stuff, are high performing, communicate extraordinarily well, and have a growth mindset. We also wish to provide our staff with the opportunity for a long-lasting and rewarding career with our growing Family Office.

In addition to competitive compensation and semi-annual cash bonuses, we offer a comprehensive suite of staff benefits:

  • Ability to become a Wellington-Altus Financial Inc. shareholder after 12 months
  • Parental leave top-up
  • Staff lunches, coffee, healthy snacks
  • Comprehensive benefits plan
  • Social and community focused team-building events
  • Ongoing career growth mentoring and monetary support for professional designations

Please send us your CV and a short cover letter telling us who you are and why you would be a great fit at West Oak Family Office.

  • For candidates interested in an Associate role, please also include in your cover letter how you go above and beyond to provide a first class experience for ultra-high-net-worth families with complex issues.
  • For candidates interested in an Investment Management role, please also submit a two-page investment recommendation of an investment (bond, stock, or fund including alternatives) of your choice in the format of your choice.

Thank you,

West Oak Family Office