Location
wainwright, ab, Canada
Posted
July 16, 2026
Job Description
Elevate your career at ATB as a Wealth Experience Associate. This position emphasizes client support, administrative tasks, and collaboration with Financial Advisors.
In your role as the Wealth Experience Associate, you will play a crucial part in managing client interactions and supporting Financial Advisors effectively. Your key responsibilities include responding to client inquiries, organizing meetings, and ensuring all client requests are handled promptly. By doing so, you contribute to building lasting client relationships and achieving business growth.
Key Responsibilities:
• Administer initial client contacts with efficiency
• Address client queries related to investments
• Plan and execute successful client events
• Support Financial Advisors with bookings and follow-ups
• Update and manage detailed client records
Requirements:
• CIRO registration or working towards it is a plus
• Good understanding of sales processes and policies
• Demonstrate...
In your role as the Wealth Experience Associate, you will play a crucial part in managing client interactions and supporting Financial Advisors effectively. Your key responsibilities include responding to client inquiries, organizing meetings, and ensuring all client requests are handled promptly. By doing so, you contribute to building lasting client relationships and achieving business growth.
Key Responsibilities:
• Administer initial client contacts with efficiency
• Address client queries related to investments
• Plan and execute successful client events
• Support Financial Advisors with bookings and follow-ups
• Update and manage detailed client records
Requirements:
• CIRO registration or working towards it is a plus
• Good understanding of sales processes and policies
• Demonstrate...