Jobs in Canada

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Added 10 mins ago
Clinic Manager – Thornhill, Ontario
MedSleep Inc.
Thornhill, ON
$62,000 to $72,000 CAD / year
Full-time
…across Canada. We're looking for an experienced, hands-on Clinic Manager to lead day-to-day operations at our Thornhill, Ontario clinic – someone who can balance strong leadership with a…
Added 10 mins ago
Clinic Manager – Perth, Ontario
MedSleep Inc.
Perth, ON
$62,000 to $72,000 CAD / year
Full-time
…across Canada. We're looking for an experienced, hands-on Clinic Manager to lead day-to-day operations at our Perth, Ontario clinic – someone who can balance strong leadership with a…
Added 10 mins ago
Clinic Manager – Etobicoke, Ontario
MedSleep Inc.
Toronto, ON
$62,000 to $72,000 CAD / year
Full-time
…across Canada. We're looking for an experienced, hands-on Clinic Manager to lead day-to-day operations at our Etobicoke, Ontario clinic – someone who can balance strong leadership with a…
Added 10 mins ago
Senior Director, Clinical Operations
Sitero LLC
Mississauga, ON
Full-time
…full-service CRO offering. This leader will own the end-to-end delivery of clinical programs across our client portfolio, set the standard for how Sitero executes trials, and build the…
Added 10 mins ago
Technology Program Manager
MNP
AB · Calgary, AB
Full-time
Make an impact with our Technology – Solution Delivery team as a Technology Program Manager. This diverse team of tech-savvy builders and problem solvers embraces digital transformation,…
Added 23 mins ago
ITS Project Manager
Manitoba Liquor & Lotteries Corporation
Winnipeg, MB
Full-time
The ITS Project Manager provides project management services to Information Technology Services (ITS). The incumbent guides the efforts of ITS, business units, and external vendors to…
Added 23 mins ago
Part-Time Pharmacy Assistant
Walmart Canada
Summerside, PE
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 23 mins ago
Senior Manager, Supply Chain Management
Walmart Canada
Mississauga, ON
Full-time
Position Summary...The Senior Manager, Supply Chain Management is responsible for strategic design and operations of supply chain processes across e-commerce fulfillment networks, ensuring…
Added 23 mins ago
Commercial Specialist
PACT
Mississauga, ON
Full-time
…Partners. Together, we are delivering Accelerator, a major program of Pearson LIFT (Long-term Investment in Facilities and Terminals), Toronto Pearson's infrastructure development plan.…
Added 23 mins ago
Digital Delivery Coordinator
PACT
Mississauga, ON
Full-time
The Digital Delivery Coordinator is responsible for supporting digital workflows and model development on the Pearson Airport Construction Team (PACT). This role works under the guidance of…
Added 23 mins ago
Pharmacy Assistant
Walmart Canada
Saskatoon, SK
Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 23 mins ago
Project Manager - rcs construction
Facet Recruitment
Bedford, NS
Full-time
Project Leadership and Delivery - Lead all phases of construction projects, support site teams, maintain strong communication, and uphold quality, schedule, budget, and rcs’s Safety First &…
Added 24 mins ago
Nurse C - Clinical Nurse Supervisor
HealthCareersInSask.ca
Rosetown, SK
Full-time
Job Description: Under the direction of the Director, Manager and/or Medical Health Officer, the Public Health Nurse (PHN) Supervisor provides leadership, oversight, and clinical expertise…
Added 39 mins ago
Localization Technical Program Manager
Avetta, LLC
Calgary, AB
$115,000 to $149,000 CAD / year
Avetta is seeking a highly skilled Localization Technical Program Manager to set technical direction and serve as an embedded partner across Product, Engineering, UX/UI, Localization, and…
Added 39 mins ago
Senior Risk Manager
Turner & Townsend
Calgary, AB
Full-time
Ensure the delivery of best practice risk management activities and report to the Director of Risk Management and Head of Department.
Added 54 mins ago
Digital Delivery Manager - BIM/Civil 3D
PACT
Mississauga, ON
Full-time
The Digital Delivery / CAD / Civil 3D Manager will lead the development, implementation, and oversight of BIM/CAD and Civil 3D standards, workflows, and digital coordination processes…
Added 54 mins ago
Technical Project Manager – Building Automation Systems (BAS) - Calgary, AB
Siemens
Calgary, AB
Full-time
…lead larger projects? We are looking for a Technical Project Manager - Building Automation Systems (BAS) who can combine hands-on technical leadership with project and financial management.…
Added 54 mins ago
Senior Program Manager, Software - Permanent - 19503
LRO Staffing
Ottawa, ON
Full-time
An international provider of specialized technology and infrastructure solutions is seeking a Senior Program Manager to join its growing regional team. Reporting to senior leadership within…
Added 54 mins ago
Manager, Chronic Disease & Population Health
Guelph Family Health Team
Guelph, ON
Full-time
The Manager, Chronic Disease & Population Health provides operational leadership for chronic disease services and community-based programming at Guelph FHT. Using a population health lens,…
Added 54 mins ago
Bilingual Project Manager (FR/ENG)
BGIS
Montreal, QC
Full-time
The Project Manager plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements.
Added 54 mins ago
Project Manager - Energy and Emissions
TransLink
Vancouver, BC · Greater Vancouver, BC
$91,840 to $137,760 CAD / year
Full-time
The Project Manager will support the Enterprise Sustainability and Risk Management team to coordinate, report, and deliver projects within Coast Mountain Bus Company's bus transformation…
Added 54 mins ago
Application Architect
Pollard Digital Solutions
Winnipeg, MB
Full-time
Reporting to the Manager, Application Architecture, the incumbent works hands-on with Software Engineering, Product Management, Quality Assurance, and Developer Operations teams to guide…
Added 54 mins ago
Senior Manager, Supplier Relationship Management
RBC
Toronto, ON
Full-time
Join our Enterprise Supplier Management and Procurement Operations services team as a Senior Manager where you'll shape the future of how we work with our most critical business partners.…
Added 54 mins ago
Senior Geotechnical Engineer
EnGlobe Corp.
Brantford, ON · Kitchener, ON · London, ON · ON · Stoney Creek, Ontario
Full-time
Responsible for project management and delivery of geotechnical investigations and analysis for engineering studies for deep and shallow foundations (static , seismic and dynamic machine…
Added 54 mins ago
Advisor, IT Security and Risk Management - 24110G.ITQ.0005
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Participate in the planning and design of enterprise security architecture, under the direction of the IT Security Manager, where appropriate

ATB Financial

Wealth Experience Associate

Calgary, AB, Canada

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

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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.

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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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