Wealth Experience Specialist — Client Services

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

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.