Wealth Experience Associate - Client Services & Admin

ATB Financial; Airdrie; On-site; CAD 65,000 - 90,000; Full time

Job summary

ATB Wealth is seeking a Wealth Experience Associate to assist Financial Advisors in managing client portfolios and delivering high-quality post-sale service. You will coordinate meetings, prepare investment materials, and help grow client relationships.

The role emphasizes client-focused service, adherence to wealth management policies, and strong administrative capabilities. A CIRO registration and familiarity with G-suite are highly valued.

Qualifications

• CIRO Registered as Investment Representative preferred.
• Good working knowledge of wealth management solutions, sales processes, policies, and procedures.
• Demonstrated 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.

Responsibilities

• Provide post-sale service and support to ATB Wealth clients.
• Coordinate and schedule client meetings; prepare and organize investment materials.
• Maintain client information and records in Salesforce with up-to-date notes.
• Proactively contact clients to arrange meetings and identify sales opportunities for Advisors.

Skills

CIRO Registered

Wealth management knowledge

Client service

G-suite

Education

Post-secondary education

Tools

G-suite

Wealth management systems

Job description

ATB Wealth is seeking a Wealth Experience Associate to assist Financial Advisors in managing client portfolios and delivering high-quality post-sale service. You will coordinate meetings, prepare investment materials, and help grow client relationships.

The role emphasizes client-focused service, adherence to wealth management policies, and strong administrative capabilities. A CIRO registration and familiarity with G-suite are highly valued.