Location
calgary
Job Type
Full-time
Posted
July 09, 2026
Job Description
About the role
The Financial Advisor Support Team (FAST) is a high‑volume, fast‑paced, and exceptionally efficient team dedicated to empowering Financial Advisors across the communities we serve. FAST plays a crucial role in supporting the growth of ATB Wealth by handling a high volume of client account maintenance and transactional requests, training new Wealth Experience Associates, providing emergency support where needed, and contributing to special projects that streamline operations and create efficiencies for the firm and our advisors.
Accountabilities
- Work collaboratively with other Wealth Experience Associates on FAST, effectively managing a high‑volume task queue to deliver administrative support services to multiple Financial Advisors across our national footprint.
- Detail‑oriented, ensuring every task is completed flawlessly.
- Maintain a strong understanding of investment‑related regulations, sales processes, policies & pr...