Jobs in Canada

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Added 1 min ago
Account Manager - National Programs
JD Sign Group
Cambridge, ON
Full-time
We’re looking for an experienced Account Manager who wants meaningful customer relationships, ownership of their accounts and a direct connection to the people delivering the work.
Added 1 min ago
Mechanical Project Manager
Salas O'Brien
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
We are searching for a Mechanical Project Manager to lead a design team through the day-to-day activities required for participating in the production of contract documents and contract…
Added 31 mins ago
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 1 hour ago
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Develop, implement, monitor, and evaluate departmental policies, procedures, workflows, and service delivery models to support operational excellence and evidence-based practice.
Added 1 hour ago
Senior Manager, Total Rewards and HR Systems
Lifemark Health Group
Toronto, ON
$110,000 to $130,000 CAD / year
Full-time
Lifemark Health Group (LHG) is a market leader in customized healthcare solutions. With over 20 years of service excellence, LHG is one of the largest, most trusted, and most comprehensive…
Added 1 hour ago
(CAN) Directs Store Delivery Associate
Walmart Canada
Timmins, ON
Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 1 hour ago
(CAN) Pharmacy Assistant
Walmart Canada
Brampton, ON
Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 1 hour ago
Territory Manager
Solenis
ON
Full-time
The Territory Manager will be responsible for driving sales growth, building strong customer relationships, and delivering hygiene and cleaning solutions across assigned accounts in the…
Added 1 hour ago
Territory Manager - King City, Richmond Hill, Bradford, Newmarket
Solenis
ON
Full-time
The Territory Manager will be responsible for driving sales growth, building strong customer relationships, and delivering hygiene and cleaning solutions across assigned accounts in the…
Added 2 hours ago
Photo Lab Specialist
London Drugs Limited
Vancouver, BC
$18.25 to $21.58 CAD / hour
Other
…of all Photofinishing as well as providing superior customer service at the Photofinishing counter, while meeting quality and service standards, and maintaining a professional attitude, and…
Added 2 hours ago
Assistant Server, Reign (Part-Time)
AccorHotel
Toronto, ON
Part-time
The Assistant Server’s focus will be to act as a support in all areas of Guest service delivery. In principle, their function will be threefold; to prepare serving stations and work areas…
Added 3 hours ago
Coordinator, Business Operations
Toronto Rock Lacrosse Club
Oakville, ON
Full-time
…responsible for coordinating day-to-day- administration, customer service, programs, events, travel and internal support across the Toronto Rock Group. This role works closely with…
Added 4 hours ago
Kitchen Team Member
Splitsville Bowl
Ottawa, ON
Part-time
Provide friendly and exceptional guest service at all times.
Added 4 hours ago
Overnight Order Picker Full Time - 7051 Saskatoon
The Home Depot Canada
Saskatoon, SK
Full-time
…out of the store and loaded onto the truck. As part of the Service Desk team, Order Picker associates need to be comfortable handling basic customer order-related transactions, such as POS…
Added 6 hours ago
Store Manager - Calgary
Source Office Furniture & Systems Ltd.
Calgary, AB
Full-time
…Canada. We pride ourselves in offering unsurpassed customer service and a collaborative team environment where every employee is a part of our success. We are a rapidly growing and dynamic…
Added 6 hours ago
Grocery Associate
88 Supermarket
Vancouver, BC
Up to $18.25 CAD / hour
Full-time
Support customers in any situation of emergency and accident and inform manager/supervisor immediately.
Added 6 hours ago
Radiation Therapy Clinical Educator
University Health Network
Toronto, ON
Full-time
Reports to: Manager, Radiation Professional Practice
Added 7 hours ago
Meat & Seafood - Manager Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 7 hours ago
Project Coordinator
Five Star Contracting
Toronto, ON · North York, ON
Full-time
Support Project Manager(s) and Operations Manager with day-to-day coordination of multiple active projects and service calls
Added 7 hours ago
(CAN) Pharmacy Assistant
Walmart Canada
Richmond Hill, ON
Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 8 hours ago
(ASD-W)-1.00 FTE Speech Language Pathologist I (Office Location: WEC)- Permanent
Jobbe
Woodstock, NB
Full-time
…interdisciplinary teams, consultation on client waitlists, determination of service delivery options, ongoing assessment and discharge readiness determination. Work will be performed in a…
Added 8 hours ago
Front Office Manager
Jobbe
Halifax, NS
Full-time
Provide leadership, training, and support to Guest Services associates, ensuring consistency in service delivery and operational excellence.
Added 8 hours ago
Team Secretary
Cheswold Park Hospital
Halifax, NS
Contract
Under the supervision/direction of the Line Manager/Administrative Supervisor, within a delegated framework for agreed tasks and seeking support as and when necessary, provide a…
Added 8 hours ago
Team Secretary
Cheswold Park Hospital
Halifax, NS
Contract
Under the supervision/direction of the Line Manager/Administrative Supervisor, within a delegated framework for agreed tasks and seeking support as and when necessary, provide a…
Added 8 hours ago
Plant Hire Manager, Morden Depot
B&T Plant Hire
Morden, MB
Full-time
Liaise with Service Manager to ensure equipment is hire-ready

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

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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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