Jobs in Canada

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Added 1 min ago
Analyste sénior.e, assurance qualité (Contrat de 18 mois) // Senior Quality Assurance Analyst (18- month Contract)
SSENSE
Montreal, QC
Full-time
…grande capacité à développer votre réseau et à établir des relations de travail positives entre les départements pour influencer les…
Added 16 mins ago
Gestionnaire de performance , Sherbrooke (Estrie)/Drummondville (Centre-du-Québec)
AutoTrader.ca
Drummondville, QC · Sherbrooke, QC
…clients à optimiser leurs processus, à améliorer leur expérience client et à atteindre de meilleurs…
Added 16 mins ago
Senior Manager, International Corporate Tax
MNP
Winnipeg, MB · Brandon, MB · Saskatoon, SK · Red Deer, AB · AB · Edmonton, AB · Calgary, AB
Full-time
Make an impact with our International Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory…
Added 30 mins ago
Operations Supervisor - Production and Special Projects
Compass Group Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
Full-time
Report to Operations Manager and the Director of Operations.
Added 31 mins ago
Customer Experience Associate
TD
Ottawa, ON
Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 31 mins ago
Personal Banking Associate
TD
Ottawa, ON
Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 31 mins ago
Customer Experience Associate
TD
AB
Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 31 mins ago
Customer Experience Associate - Future Opportunities
TD
Belleville, ON · Cobourg, ON · Greater Napanee, ON · Port Hope, ON · Trenton, ON · Picton, ON
Part-time
Generally reports to a Manager Customer Experience or Branch Manager
Added 31 mins ago
Customer Experience Associate
TD
Delhi, ON
Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 31 mins ago
Customer Experience Associate
TD
Winnipeg, MB
Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 31 mins ago
Spécialiste, Conseiller(ère) Beauté Désigné(e) Chantecaille
Holt Renfrew
Montreal, QC
Full-time
Le(la) spécialiste, conseiller(ère) beauté désigné(e) est responsable de développer des relations étroites et durables avec les clients afin d’accroître les ventes, le niveau de service et…
Added 31 mins ago
Business Development Manager - Environmental Services
Bureau Veritas
Vancouver, BC
The Senior Business Development Manager is responsible for driving profitable revenue growth and strengthening Bureau Veritas’ presence across British Columbia’s environmental testing, site…
Added 31 mins ago
Senior Mechanical Estimator - Canem
Canem Systems Ltd.
Mississauga, ON · Saskatoon, SK · Red Deer, AB · Edmonton, AB · Calgary, AB · Canem Mississauga
Full-time
This role can be located in any of our branches across Canada and reports directly to the Estimating Manager.
Added 31 mins ago
Program Manager
Qualus
Vancouver, BC
Full-time
The Program Manager provides strategic and operational leadership across the portfolio, coordinates the work of assigned Project Managers and multidisciplinary teams, and serves as the…
Added 46 mins ago
Technical Sales Representative
Titan Environmental Containment & Titan USA
Leduc, AB
Full-time
Identify new client opportunities and develop new business, while maintaining and growing existing accounts.
Added 46 mins ago
Superviseur des opérations / Operations Supervisor
BGO Real Estate
Montreal, QC · Saint-Leonard, QC
Full-time
…l'oral qu'à l'écrit ; capacité à développer et à maintenir des relations de travail coopératives avec la direction, les entrepreneurs, les locataires et le public ; capacité à établir des…
Added 58 mins ago
Security Supervisor - Industrial
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Richmond, BC
Full-time
You’ll work closely with your team, site leadership, and the client to keep operations running safely, efficiently, and professionally, while setting the standard for exceptional security…
Added 58 mins ago
AMI Yorkdale - Client Advisor (Seasonal)
AMI PARIS
Toronto, ON · North York, ON
$20 to $22 CAD / hour
Temporary
AMI Paris is looking for a Seasonal Client Advisor to join our Yorkdale team. Under the direction of the Store Manager and Assistant Store Manager, you will develop sales and build customer…
Added 58 mins ago
Infirmière Gestionnaire de Cas, Bilingue - Nurse Case Manager - Bilingual
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Maintain clear communication with the manager, team and the client regarding the management of patient cases;
Added 59 mins ago
Manager, Assurance and Accounting - Indigenous Services
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Full-time
Make an impact with our Indigenous Services team as a Manager, Assurance & Accounting. MNP is a leading national accounting, tax and business consulting firm for Indigenous governments,…
Added 59 mins ago
Executive Assistant to Chief Executive Officer
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$120,000 to $130,000 CAD / year
Full-time
Our client, a Canadian family enterprise requires an Executive Assistant to join their team. This is not just an administrative job. It is a high-impact role supporting the CEO and helping…
Added 1 hour ago
Manager, Digital, Brand and Design
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
In collaboration with stakeholders across the organization, act as project manager for the development of new digital solutions with a focus on design thinking and user experience (ie.…
Added 1 hour ago
Assistant to the Category Manager
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Privately owned and based in Laval, Quebec, with a strong vision for innovation and optimizing the employee and client experiences, we continue to help generations of Canadian women to look…
Added 1 hour ago
Account Supervisor
Rethink Canada
Toronto, ON
Full-time
Support the team in the management of tight deadlines and exceed client expectations with attention to detail and flawless execution
Added 1 hour ago
Group Manager, Heritage
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Vancouver, BC
Full-time
WSP is currently seeking a Group Manager to lead our Lower Mainland Heritage team, part of the Heritage business in BC and Yukon. Reporting to the Director of Heritage, you will provide…

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.

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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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