Location
elk point, town of elk point, Canada
Posted
July 16, 2026
Job Description
Embark on a fulfilling career as a Wealth Experience Associate with ATB. You will assist Financial Advisors in managing a diverse portfolio, ensuring top-notch client service and support.
As a member of ATB Wealth, you will work under the guidance of the Manager to provide exceptional post-sale services to clients. Your role will include facilitating investment needs, preparing client meetings, and nurturing strong internal relationships focused on high service standards.
Key Responsibilities:
• Act as first contact for clients, addressing requests promptly
• Respond to inquiries about investment products and procedures
• Coordinate client meetings and document sign-offs
• Organize engaging client hosting events for relationship building
• Maintain accurate client information and records
Requirements:
• CIRO Registered as an Investment Representative or in progress
• Knowledge of wealth management and sale...
As a member of ATB Wealth, you will work under the guidance of the Manager to provide exceptional post-sale services to clients. Your role will include facilitating investment needs, preparing client meetings, and nurturing strong internal relationships focused on high service standards.
Key Responsibilities:
• Act as first contact for clients, addressing requests promptly
• Respond to inquiries about investment products and procedures
• Coordinate client meetings and document sign-offs
• Organize engaging client hosting events for relationship building
• Maintain accurate client information and records
Requirements:
• CIRO Registered as an Investment Representative or in progress
• Knowledge of wealth management and sale...