Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 hour ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Wood Gundy Investment Centre (WGIC) is comprised of sales and service-oriented team that manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted…
Added 1 hour ago
Manager, Fund Events
Manulife
Toronto, ON · Montreal, QC
Full-time
…successful implementation of initiatives impacting Canadian Wealth Operations. You will apply your knowledge of fund operations and accounting across Canada and North America to assess…
Added 2 hours ago
Client Care Representative - Auto Associate
HUB International
Campbell River, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 2 hours ago
Client Care Representative – Personal Insurance Associate
HUB International
Salmon Arm, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 8 hours ago
Winter Intern 2027 - Marketing
IG Wealth Management
ON · Ontario, Canada
Internship
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 16 hours ago
Bilingual Client Service Representative
IG Wealth Management
Quebec, QC
Full-time
Division: Wealth Management Operations & Contact Centers
Added 16 hours ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 17 hours ago
Analyst, Investor Relations Reporting
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 18 hours ago
Financial Services Representative II
CIBC
Victoria, BC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 22 hours ago
Senior Market and Trading Specialist
RBC
Vancouver, BC
Full-time
Customer Service, Customer Service Management, Decision Making, Equity Research, Excel Reports, Interpersonal Relationship Management, Investment Management, Investment Performance…
Added 22 hours ago
PIA Client Service Associate
TD
Brampton, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 22 hours ago
Senior Regional Manager, Financial Planning
TD
Toronto, ON
Full-time
Minimum 5+ years of senior leadership experience within Wealth Management, Financial Planning, or Financial Service/Banking
Added 23 hours ago
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins des Technologies
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 day ago
PIA Client Service Associate
TD
Winnipeg, MB
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
Associate Investment Advisor I
TD
Toronto, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
Full-time
…Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets…
Added 1 day ago
Financial Services Representative II
CIBC
Victoria, BC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
Member Experience Representative
FirstOntario Credit Union
Tillsonburg, ON
Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 1 day ago
Financial Planner - Saskatoon
TD
Saskatoon, SK
Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 1 day ago
Financial Planning Consultant
CIBC
Rosedale, MB · Hamilton, ON
Full-time
…which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization…
Added 1 day ago
Financial Services Representative - Universal Banker
CIBC
Quebec, QC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
Financial Services Representative II
CIBC
Windsor, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
Financial Services Representative - Ormstown
CIBC
Ormstown, QC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
Wealth Experience Associate
ATB
Calgary, AB
Full-time
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…
Added 1 day ago
Wealth Advisor
ATB
Red Deer, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…

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