Wealth Experience Associate

ATB; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

ATB Wealth is seeking a Wealth Experience Associate to support Financial Advisors in managing a portfolio of ATB Wealth clients. You will deliver friendly, efficient post-sale service and support, and help prepare annual and prospective client meetings while building strong internal relationships.

You’ll coordinate client investment needs, schedule reviews, and identify opportunities to strengthen client outcomes.

Qualifications

• CIRO Registration or working towards it.
• Experience supporting a wealth professional and handling client accounts.

Responsibilities

• Act as administration manager to support Financial Advisors in delivering client investment needs.
• Prepare and fulfill client account and transaction information requests in a timely manner.
• Schedule annual reviews and prospect meetings, and prepare materials for meetings.
• Coordinate sign-offs of investment documents and open additional accounts as needed.
• Organize client events and maintain up-to-date client information in Salesforce.

Skills

CIRO Registered (Investment Rep)

Wealth management knowledge

Customer service excellence

Administrative skills

G-suite proficiency

Communication skills

Networking/Prospecting

Education

Some post secondary education

Tools

Salesforce

G-suite

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—and 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 [e-mail]

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.