About this role
Wealth Experience Associate at ATB Financial. Location: Wainwright or Elk Point or Provost. Role: managing accounts, supporting advisors, scheduling meetings Requirements: Provide administrative and client service support to Financial Advisors; CIRO registration (or working towards) preferred; strong G-suite and Salesforce skills; exceptional communication, organization, and prospecting ability. Category: Finance and Accounting Seniority: Entry Level Tools: G-suite, Salesforce Certifications: ciro registered Commitment: Full Time Workplace: Hybrid Languages: English