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Financial Services

Wealth Experience Specialist – Client Services & Meetings

Job in Red Deer, Alberta, Canada
Listing for: ATB Financial
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Canada is looking for a Wealth Experience Associate to support Financial Advisors by managing client portfolios and providing exceptional post-sale service. You'll be responsible for coordinating client meetings, responding to inquiries, and ensuring compliance with investment regulations. Ideal candidates will have completed the Canadian Securities Course and have strong G-suite skills. Bring your passion for client service to a vibrant team dedicated to making an impact in the industry.
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