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 solid internal relationships.
You’ll coordinate client investment needs, schedule reviews, and identify prospects to strengthen client outcomes.
J-18808-Ljbffr
📌 Wealth Experience Specialist — Client Services Alberta
🏢 ATB
📍 Alberta
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