Wealth Experience Specialist — Client Services Calgary

Wealth Experience Specialist — Client Services Calgary

01 Oct
|
ATB
|
Calgary

01 Oct

ATB

Calgary

ATB Wealth is seeking a Wealth Experience Associate to support Financial Advisors in managing a portfolio of ATB Wealth clients. You will deliver friendly, productive post-sale service and support, and help prepare annual and prospective client meetings while building robust internal relationships.

You’ll coordinate client investment needs, schedule reviews, and identify opportunities to strengthen client outcomes.
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📌 Wealth Experience Specialist — Client Services Calgary
🏢 ATB
📍 Calgary

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