Find work in Canada.

328,803 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 hours ago
Boutique Manager | Royalmount
LVMH Perfumes & Cosmetics
Montreal, QC
Full-time
…clients) tout en garantissant un niveau exceptionnel de service client. Votre passion et votre incarnation de la marque (valeurs) vous permettront de contribuer au développement global de…
Added 5 hours ago
VIP Insurance Broker
JobsMedia.io
Toronto, ON
Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 6 hours ago
Static Guard Part Time
Norpro
Sault Ste. Marie, ON
Part-time
…have many First Nation partnerships and successful business…
Added 6 hours ago
Sales Manager - (QC/Atl)
Women of the Vine & Spirits
Montreal, QC
Full-time
Prepare periodic sales reports showing sales volume, potential sales, and areas of proposed client base expansion
Added 6 hours ago
Territory Manager - North Alberta
Fast Tire Co
AB · Edmonton, AB
Full-time
Reporting to the Regional Sales Manager - West, the Territory Manager will have as main responsibilities the development of markets, the coordination of sales with the customers and the…
Added 8 hours ago
Project Director
EBC Inc.
Mississauga, ON
…involved with, with or without the assistance of a project…
Added 8 hours ago
Business Development Manager, Ontario - Maintenance Industry
United Services Group
Ajax, ON · Brampton, ON · Guelph, ON · Kitchener, ON · Mississauga, ON · Toronto, ON
…negotiating contracts, closing deals and transitioning the client to the Key Account Management team. This role will collaborate with the National Key Account Managers, our sales operations…
Added 10 hours ago
Cage Manager (Cashier Services) / Gestionnaire de Cage (services de caissier)
Playground
Kahnawake 14 Réserve Indienne, QC
$65,000 to $75,000 CAD / year
Full-time
We are currently in search of an experienced and dynamic Cage Manager (cashier services) to oversee financial transactions within our gaming facility. This pivotal role involves managing…
Added 10 hours ago
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
Full-time
Soutenir le lancement d'innovations McCafé en garantissant une activation omnicanale solide et une exécution client efficace.
Added 11 hours ago
Responsable comptes stratégiques – Secteur Public
Ricoh
Montreal, QC
Full-time
…critiques des clients et dans le développement de nouvelles relations d'affaires ainsi que l'expansion de relations existantes. Cette personne cherche à bien comprendre l'environnement du…
Added 11 hours ago
Service Advisor – Jim Pattison Hyundai Northshore
The Jim Pattison Auto Group
North Vancouver, BC
This role reports to the Parts & Service Manager of the dealership.
Added 12 hours ago
Remote Entry Level Manager
AO Globe Life
Remote, Canada
Full-time · Remote
Tailor Solutions: Customize presentations to meet the specific goals and financial situations of each client.
Added 12 hours ago
Commercial Project Manager II
First Onsite - CA
PE · Charlottetown, PE
Full-time
Are you a strategic and commercial project manager who thrives on managing complex, high-value commercial projects from start to finish?
Added 12 hours ago
Parts Technician - Journeyman
Birch Mountain Enterprises
Fort McMurray, AB
Full-time
Reporting to the Maintenance Manager and operating from the Fort McKay Incubator Park, the Parts Technician is required to support the day-to-day operations of our warehouse/shop. The…
Added 13 hours ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON · Ottawa, ON · Montreal, QC
Full-time
Enterprise Sales Manager / Gestionnaire de vente entrepriseThis position is newly created and currently vacant. All interested candidates are encouraged to apply.This role has been designed…
Added 13 hours ago
Manager, Government Solutions
KPMG
Halifax, NS
Full-time
As a Manager in our Government Solutions practice, you will use your strong business acumen and be a key member of a high performing team. You’ll be learning from some of the best in the…
Added 13 hours ago
Business Development Manager, Ontario - Cleaning Industry
United Services Group
Brampton, ON · Milton, ON · Mississauga, ON · Toronto, ON
…negotiating contracts, closing deals and transitioning the client to the Key Account Management team. This role will collaborate with the National Key Account Managers, our sales operations…
Added 14 hours ago
Billing Administrator
PwC Canada
Toronto, ON
Full-time
Respond to client queries regarding invoices, including preparation of analyses and preparation of amended invoices when required (as directed by the partner/manager)
Added 14 hours ago
Senior Manager, Strategic Engagement and Support, RBC Thought Leadership
RBC
Toronto, ON
Full-time
The Senior Manager, Strategic Engagement and Support will contribute to the success of RBC Thought Leadership by providing comprehensive research, stakeholder engagement, and strategic…
Added 14 hours ago
Customer Experience Associate - Spanish and/or Japanese Language Skills an Asset
TD
Vancouver, BC
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 14 hours 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 14 hours ago
Regional Sales Manager, BMO InvestorLine
BMO
Victoria, BC
Full-time
The Regional Sales Manager is a client and partner facing sales leader for BMO InvestorLine primarily delivered through BMO’s Retail and Wealth Partners and is accountable for ongoing sales…
Added 14 hours ago
Sales Coordinator - Global Markets Trading Floor
BMO
Toronto, ON · FCP
Full-time
…The role provides hands-on exposure to sales, trading, and client activity while supporting the day-to-day operations of a fast-paced trading…
Added 14 hours ago
Route Sales Support (Relief Customer Service Representative)
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Dieppe, NB
Consult with customers on additional product options, involving the manager for complex opportunities.
Added 15 hours ago
Communications and Social Media Specialist
Windmill Microlending
Calgary, AB
$65,000 to $75,000 CAD / year
Reporting to the Marketing Manager, the Communications and Social Media Specialist will lead content creation across our social media channels and website to expand our reach among…

ATB

Wealth Experience Associate

Calgary, AB, Canada

Job type: Full-time
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).

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

The Wealth Experience Associate provides proactive administrative support to Financial Advisors by managing client portfolios, processing transactions, and ensuring high-quality service delivery. They act as the primary point of contact for clients, handling inquiries, scheduling meetings, and identifying new sales opportunities.

Requirements

The ideal candidate should be CIRO registered as an Investment Representative or working towards it, with experience supporting wealth professionals. Strong proficiency in G-suite tools, wealth management systems, and exceptional organizational skills are required.

Skills

Wealth management
Client service
Administrative support
Sales support
Investment product knowledge
Compliance requirements
Salesforce
G-suite
Prospecting
Networking
Event management
Portfolio administration
Financial advisory support

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
CIRO
Investment representative
Salesforce
G-suite
Client administration
Financial advisory
Compliance
Portfolio management
Customer service
Prospecting
Networking
Investment products
Event management
Administrative support
National Advisory Services

Report this job