Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
Customer Service Representative, Service BC Help Desk
Maximus
Victoria, BC
Temporary
…operational expertise, technology innovation, and digitally enabled customer engagement to deliver fast solutions. Today, we proudly support many federal, provincial and municipal programs…
Added 5 mins ago
Guest Services Representative (3 months)
Primaris REIT
Waterloo, ON
Temporary
Primaris REIT is currently hiring a dedicated and enthusiastic Guest Services Representative to join our team at our Conestoga Mall in Waterloo, ON. If you have a genuine passion for…
Added 5 mins ago
Associate Operations Representative
RBC
Vancouver, BC
Part-time
…the Currency Processing Department. As an Account Services Representative, you will be responsible for verifying incoming and outgoing parcels using basic understanding of products and…
Added 6 mins ago
Sales Development Representative
VendorPM
Remote, Canada
Full-time · Remote
As a Sales Development Representative at VendorPM, you will be responsible for contacting vendor leads assigned to you across Canada and the US, and converting them into sales to achieve…
Added 6 mins ago
Senior EHS Manager - Commercial Canada
Medtronic
Brampton, ON · CAN-ON Brampton
Full-time
Demonstrated success driving behavior‑based safety or employee engagement initiatives.
Added 6 mins ago
Financial Services Representative (BCGEU) - Newton
Vancity
Surrey, BC
Part-time
As a Financial Services Representative, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member…
Added 6 mins ago
Financial Services Representative - Blundell Centre (6-Month Contract)
Vancity
Richmond, BC
Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member…
Added 21 mins ago
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 21 mins ago
Cashier (Part-Time)
Giant Tiger
Drummondville, QC · St.-Nicéphore, QC
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 21 mins ago
Store Associate (Part-Time/Temporary)
Giant Tiger
London, ON
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 21 mins ago
Cashier (Full-Time)
Giant Tiger
Montreal, QC
Full-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 21 mins ago
Store Associate (Part-Time)
Giant Tiger
Levis, QC
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 21 mins ago
Store Associate (Part-Time)
Giant Tiger
Summerside, PE
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 21 mins ago
Cashier (Part-Time)
Giant Tiger
Summerside, PE
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 35 mins ago
Senior Advisor, Trust Services
Laurentian Bank
Montreal, QC
Full-time
…development and maintenance of sound, effective trustee services as representative of trust services for the various trust entities of Laurentian Bank (Trust La Laurentienne, BLC Trust and…
Added 36 mins ago
Customer Service Representative/Route Service Representative
Gateway Services Inc
Guelph, ON
$23 to $27 CAD / hour
Full-time
Customer Service Representative/Route Service Representative – Gateway Services
Added 52 mins ago
Part-Time Retail Sales Representative for General Mills/Blue Buffalo - Edmonton
Encore Field Marketing Solutions Inc.
AB · AB, Edmonton, CA-AB
Part-time
The Role: Part-Time Retail Sales Representative - Edmonton, AB - Approx. 23 hours/week
Added 1 hour ago
Counter Sales Representative
Reliable Parts Ltd.
Calgary, AB
Part-time
Reliable Parts is looking to hire a full-time Customer Service Representative. Are you friendly, personable, and able to get along well with others? Do you want an opportunity to advance…
Added 1 hour ago
Financial Services Representative (BCGEU) - Newton
Vancity
Surrey, BC
Part-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 1 hour ago
Financial Services Representative - Blundell Centre (6-Month Contract)
Vancity
Richmond, BC
Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 1 hour ago
Business Development Representative
CoLab
Toronto, ON
Full-time
Founded in St. John's, Newfoundland, CoLab has grown quickly from our first customer in 2019 to a rapidly scaling company. We've recently been recognized on Deloitte's Fast 50™ and Fast…
Added 1 hour ago
Buyer/Purchaser Intermediate
IMP Aerospace & Defence
Halifax, NS
Full-time
…are a part of our ever-growing team. IMP is able to achieve success through this teamwork mindset. That is why at IMP, you are not defined by your…
Added 1 hour ago
Sales Pro
Advance Auto Parts
Picton, ON
$17.95 to $21.55 CAD / hour
Part-time
Best in class customer service and DIY issue resolution
Added 1 hour ago
Community Lead, L'Avenue (Montreal)
WeWork
Montreal, QC · L'Avenue
Full-time
Our Community team isn't just a part of the business - it is the driving force behind our members' success. We are dedicated to enabling every member to create their life's work, and as a…
Added 1 hour ago
Equipment Sales Representative - General Construction
Finning
Grande Prairie, AB
Full-time
As an Equipment Sales Representative, you will be on the front line of revenue generation, representing industry leading Caterpillar equipment to customers across the General Construction…

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

Report this job