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Added 4 mins ago
Retail Store Associate,Seasonal Part Time, Winners-Sierra Springs
TJX Canada – Winners, Marshalls, HomeSense
Airdrie, AB
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 19 mins ago
Strata Coordinator
FirstService Residential Canada
Vancouver, BC
Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 35 mins ago
Retail Store Associate Temporary Winners/HomeSense
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 35 mins ago
RetailStore associate, full time, Winners-Sierra Springs
TJX Canada – Winners, Marshalls, HomeSense
Airdrie, AB
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 35 mins ago
Retail Store Associate Part Time Temporary Winners - Heritage
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
Front End Customer Service Manager
Walmart Canada
Fort Saskatchewan, AB
$15 CAD / hour
Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 1 hour ago
(CAN) Cashier
Walmart Canada
Stettler, AB
Full-time
…skills in the retail industry. A Cashier provides exemplary customer service during the checkout process to drive customer loyalty. A Cashier is a total loss champion, protecting company…
Added 1 hour ago
(CAN) Self Checkout Attendant
Walmart Canada
Tsawwassen, BC
Contract
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 1 hour ago
(CAN) General Merchandise Associate Part time
Walmart Canada
London, ON
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 1 hour ago
(CAN) Consumables Associate
Walmart Canada
Surrey, BC
Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 1 hour ago
(CAN) Consumables Associate
Walmart Canada
Toronto, ON
Contract
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 1 hour ago
Pharmacy Assistant
Walmart Canada
St. Catharines, ON
Full-time
…team player. They are a key member in the delivery of superior customer…
Added 1 hour ago
Temporary Sales Support Associate
Coach
Burlington, ON
Part-time
Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products…
Added 2 hours ago
Associé(e) saisonnier(ère) des ventes au détail
Best Buy Canada
Montreal, QC
Part-time
Représentant(e) des services techniques en magasin : aidez les clients à configurer et à connecter leurs nouveaux appareils afin d’en tirer le maximum.
Added 2 hours ago
Associé(e) saisonnier(ère) des ventes au détail
Best Buy Canada
Gatineau, QC
Part-time
Représentant(e) des services techniques : configurez et connectez les appareils de nos clients en magasin et à leur domicile afin qu’ils puissent profiter immédiatement de leur nouvelle…
Added 2 hours ago
University Co-Op Student - Employee Experience Associate - 8 Months - Winter 2027 - Toronto
Hydro One Networks Inc
Toronto, ON
…across Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 3 hours ago
Senior Associate, Structured Investments
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NB · Chiasson Office, NB
Full-time
Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset…
Added 3 hours ago
Sales Associate
Staples Retail
Slave Lake, AB
Part-time
Engage with and sell to all our customers by offering tailored products and services using all tools and techniques available in our selling model to anticipate and meet future customer…
Added 3 hours ago
Sales Associate-Print&Services
Staples Inc.
Slave Lake, AB
Part-time
Contribute to the success of the print and customer service areas of the store by utilizing our selling model within the store and learning all our products and services to offer informed…
Added 4 hours ago
Brick Supervisor, Operations
Leons Furniture Limited
Fort St. John, BC
Full-time
We need enthusiastic people with a great customer focused attitude! The winning
Added 4 hours ago
Associé(e) Technique I | Technical Associate I
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Montreal, QC
Full-time
Founded on the heritage of generations of coffee services entrepreneurs Van Houtte Coffee Services prides itself on offering the highest levels of customer service day in day out. We brew…
Added 5 hours ago
Client Coordinator and Quality Control Associate
C & V Income Tax Services
London, ON
Internship
…the Client Coordinator, you will represent C & V Income Tax Services, serving as the first point of contact for clients. You’ll maintain regular communication with clients, team members,…
Added 5 hours ago
Associate Optometrist
Review of Optometric Business
Hamilton, ON
Part-time
Jobs Optometrist Jobs Ophthalmologist Jobs Optician & Technician Jobs Hiring Services for Employers SEE ALL JOBS »
Added 5 hours ago
Associate Optometrist (Winnipeg, Manitoba, R2C 4J2, Canada)
Eyes On Eyecare
Winnipeg, MB
Part-time
Effective transitioning of patients to a sales associate with dialogue regarding the patient’s needs and prescribed products and services
Added 5 hours ago
Associate Optometrist (Hamilton, Ontario, L9A 4X5, Canada)
Eyes On Eyecare
Hamilton, ON
Part-time
The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through collaboration & teamwork. Ensures all patients…

ATB Financial

Wealth Experience Associate

Calgary, AB, Canada

Job type: Full-time
Apply by: Oct 25, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB Wealth’s next Wealth Experience Associate, you are passionate about assisting Financial Advisors in managing and administering an assigned portfolio of ATB Wealth clients. Under the direction of the Manager, you are client obsessed and will be responsible for ensuring ongoing delivery of friendly, efficient and professional post sale service and support to a portfolio of ATB Wealth clients. You also seek out new information, share your ideas with the internal administrative support to your team. You bring your best self to work everyday as your other responsibilities include delivery of client investment needs, preparation and scheduling of annual and prospective client meetings and building strong internal relationships to maintain high levels of service.

Accountabilities

The Wealth Experience Associate (WEA) Acts As The Administration Manager, Ensuring Proactive Administrative Support Services To The Financial Advisors In The Delivery Of Client Investment Needs. They Maintain a High Level Of Quality Service By Ensuring The Efficient Preparation And Fulfillment Of All Client Account And Transactional Information Requests And Provide Follow Up Service In a Timely Manner. They Contribute To The Achievement Of Business Growth Targets By Proactively Contacting Clients Or Partners To Arrange Meetings And Identifying New Or Additional Sales Opportunities To The Financial Advisor. They Work With The Financial Advisors To Ensure a Triple Win Outcome As Follows

Acts as the first point of contact for clients and strives to execute client requests with minimal to no Financial Advisor involvement, as appropriate. Determines which requests require investment advice and communicates these effectively to the Financial Advisor.
Responds to client questions or concerns regarding investment products, processing procedures, fees and charges, and settlement expectations.
Contacts and meets with clients to coordinate the sign off of investment documents, opens additional accounts, and answers any questions raised.
Organizes and attends client hosting events by planning all event management activities to ensure a successful and value-add affair.
Maintains a strong understanding of investment related regulations, sales processes, policies & procedures, and compliance requirements.
Maintains a high level of quality service by ensuring the efficient preparation and fulfillment of all client account and transactional information requests and provides follow up service in a timely manner.
Manages Financial Advisor’s client bookings through proactive scheduling of annual reviews and prospect meetings and advance preparation of materials for scheduled meetings.
Monitors upcoming investment maturities through a diary system and pro-actively initiates renewal steps with clients.
Follows best practices in maintaining up to date client information and record keeping. Ensures post-meeting notes and future action plans are updated and captured within Salesforce.
Ensures all trading activities are processed in accordance with client requests and resolves any issues raised.
The ideal candidate will be CIRO Registered as an Investment Representative, have experience supporting a wealth professional and a superstar with G-suite tools and other wealth management systems.

Skills, Experience & Requirements

The ability to be CIRO Registered as an Investment Representative (or working towards)
Good working knowledge of wealth management solutions, sales processes, policies, and proceduresDemonstrated ability to deliver exceptional customer service and communicate effectively
Exceptional administrative, organizational, and detail-oriented skills
Adept at cultivating professional connections through both digital and traditional channels
Proven experience in prospecting and networking in previous roles is an asset
Ability to oversee all administrative aspects of client investment accounts
Strong working knowledge of G-suite and computer skills
Some post secondary education preferred or previous industry related experience would be an asset

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

Apply About employer

More about this job

Responsibilities

Provide proactive administrative and client service support to Financial Advisors, including handling account and transaction requests, coordinating client meetings, and maintaining accurate records. Support business growth by identifying sales opportunities, arranging prospect meetings, monitoring investment maturities, and ensuring transactions and follow-up activities are completed appropriately.

Requirements

Candidates should be eligible for or working toward CIRO registration as an Investment Representative and have knowledge of wealth management solutions, sales processes, policies, and procedures. Strong customer service, communication, organizational, and computer skills are required; post-secondary education or relevant industry experience is preferred.

Skills

Client Service
Wealth Management
Client Communication
Administrative Support
Organization
Attention To Detail
Scheduling
Prospecting
Networking
Regulatory Compliance
Sales Processes
Investment Transactions
Google Workspace
Salesforce
Relationship Building

Visa sponsorship

Not detected in the job text

Keywords

ATB Wealth
CIRO
Investment Representative
Wealth Management
Financial Advisors
Client Investment Accounts
Investment Products
Investment Documents
Client Account Administration
Investment Transactions
Regulatory Compliance
Sales Processes
Policies And Procedures
Client Service
Prospecting
Networking
Annual Reviews
Client Meetings
Investment Maturities
Renewals
Sales Opportunities
Google Workspace
Salesforce
Record Keeping
Event Management

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