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 solid administrative capabilities. A CIRO registration and familiarity with G-suite are highly valued.
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📌 Wealth Experience Associate Client Services & Admin Alberta
🏢 ATB Financial
📍 Alberta
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