Jobs in Canada

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Added 25 days ago
SI
Housekeeping (Support Services Attendant)
Shannex Incorporated
Halifax, NS
- Temporary
…healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our…
Added 25 days ago
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Firmware Engineering Manager
AMD
Markham, ON
- $140,800 to $211,200 CAD / year
- Full-time
We are seeking a seasoned firmware engineering manager to lead and grow the Data Center GFX FW team. This is a greenfield leadership opportunity: you will be responsible for building the…
Added 25 days ago
ES
Line Producer - EA SPORTS™ FC
EA SPORTS
Vancouver, BC
- Full-time
You will partner with the development directors to establish new and/or improve existing processes, enable the program schedule and milestones deliverables.
Added 25 days ago
RB
Client Advisor Intern
Royal Bank of Canada
Burnaby, BC
- Part-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 25 days ago
RB
Client Advisor
Royal Bank of Canada
Edson, AB
- Part-time
· A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 25 days ago
OR
Outbound Sales Representative
OSL Retail Services
Mississauga, ON
- Full-time
5 days in office at our Mississauga location
Added 25 days ago
KI
Operations Lead (Paper Machine 3)
Kruger Inc.
New Westminster, BC
- Full-time
Must have work experience showing leadership capabilities to move the organization
Added 25 days ago
GV
Young Dads Program Youth Worker
Greater Vancouver Youth Unlimited
Surrey, BC
- Part-time
Title: Young Dads Program Youth Worker with Young Families
Added 25 days ago
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Technical Director
Kabam
Vancouver, BC
- Full-time
Provide guidance, mentorship, and support to engineers, ensuring their professional growth and development.
Added 25 days ago
KD
Senior Technical Associate
Keurig Dr Pepper
Mississauga, ON
- $49,900 to $59,488 CAD / year
- Full-time
This list is not exhaustive. Any other related duties as may be assigned by the line manager.
Added 25 days ago
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Wealth Experience Associate
ATB
Lethbridge, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 25 days ago
SC
store manager, Scarborough, Markham
Starbucks Coffee Company
Toronto, ON · Markham, ON
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, North Edmonton, AB
Starbucks Coffee Company
Edmonton, AB
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, York Region, ON
Starbucks Coffee Company
Richmond Hill, ON · Newmarket, ON
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, Mississauga, ON
Starbucks Coffee Company
Mississauga, ON
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, Grande Prairie, AB
Starbucks Coffee Company
Grande Prairie, AB
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, South Calgary, AB
Starbucks Coffee Company
Calgary, AB
- $61,000 to $80,875 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
SC
store manager, Vaughan, ON
Starbucks Coffee Company
Vaughan, ON
- $62,500 to $82,600 CAD / year
- Full-time
…eligible partners in this role may participate in our bonus program, designed to recognize contributions and impact in addition to annual bean stock…
Added 25 days ago
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Sr. Manager of Projects Controls - Canada
Vale
Canada
- Full-time
…transforming critical minerals into prosperity and sustainable development in countries like Canada, Brazil, Indonesia, the United Kingdom, and Japan. We invite you to use your skills with…
Added 25 days ago
OA
Field Marketing Manager-Acheson, AB
Oldcastle APG
Acheson, AB
- Other
The Regional Marketing Manager leads planning, development, and execution of market-specific strategy and tactics to drive the success of our building products, customer engagement and…
Added 25 days ago
BH
Mgr, Bdgting & Frcstng
BC Housing
Burnaby, BC
- Full-time
For this specific role, applicants must have direct experience supporting Capital, Development, and/or Asset Strategies functions
Added 25 days ago
NS
Challenging Behavior Coordinator - Continuing Care
Nova Scotia Health Authority
Halifax, NS
- Full-time
Accountable to the Continuing Care Behavioral Health Manager, the Challenging Behaviour Resource Coordinator (CBRC) is responsible for facilitating and supporting the implementation of the…
Added 25 days ago
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Senior Manager, Project Design & Project Management
CertainTeed
Woodbridge, ON
- Full-time
Reporting to the General Manager, Decoustics, Wood, this role serves as a key integrator across Project Management, Operations, Estimating, and Product Development, ensuring client…
Added 25 days ago
SE
Senior AI Application Development Specialist
Schneider Electric
Montreal, QC
- $114,750 to $162,000 CAD / year
- Full-time
…services, tools, and reusable capabilities. Working across product development, data, MLOps, architecture, and domain teams, you will integrate AI into existing Digital Energy Software…
Added 25 days ago
I
Client Delivery Manager
Insight
Calgary, AB
- Full-time
The Client Delivery Manager will focus on successful customer experiences and will directly interact with our customers, Service Delivery, Practice teams, and Sales to deliver the highest…

ATB

Wealth Experience Associate

Lethbridge, AB, Canada

Full-time

Apply on careers.atb.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 15, 2026

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 on careers.atb.com About employer

More about this job

Responsibilities

The Wealth Experience Associate provides proactive administrative support to Financial Advisors by managing client portfolios and ensuring efficient delivery of investment services. They act as the primary point of contact for clients, handling account requests, scheduling meetings, and maintaining accurate records in Salesforce.

Requirements

The ideal candidate should be CIRO registered or working towards it, with experience in wealth management and proficiency in G-suite tools. Strong organizational skills and the ability to cultivate professional relationships are essential for this role.

Skills

Wealth management
Client service
Administrative support
Sales support
Investment account management
Salesforce
G-suite
CIRO registration
Portfolio administration
Client meeting coordination
Regulatory compliance
Prospecting
Networking
Financial advisory support
Transaction processing

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
CIRO
Investment representative
Salesforce
G-suite
Client relations
Portfolio management
Compliance
Administrative management
Financial advisory
Account opening
Transaction processing
Prospecting
Networking
Client hosting
Investment products
Record keeping
National Advisory Services

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Work requirements

Jobs in Canada