Financial Advisor

Company Description

is a team of independent financial professionals operating under Experior Financial Group. The team is committed to helping individuals and families build strong financial foundations that support both current needs and future goals. Guided by the mission of empowering families today and enabling them to leave a lasting legacy,  focuses on personalized financial guidance and long‑term planning. The name ATBL stands for “Aim Towards Boundless Living,” reflecting a culture that values growth, education, and financial empowerment.

Team members can expect a purpose‑driven environment where client impact and professional development are central.

This is a full or part‑time, Financial Advisor role based in Calgary, AB. The Financial Advisor will meet with clients to assess their financial situations, discuss goals, and develop tailored financial plans, including insurance, investment, retirement, and estate strategies. Responsibilities include conducting needs analyses, presenting suitable financial solutions, and providing ongoing reviews to ensure plans remain aligned with changing client circumstances.

The role also involves prospecting new clients, maintaining strong client relationships, and documenting all interactions in accordance with regulatory and company standards. The Financial Advisor will participate in training, stay current on financial products and industry regulations, and collaborate with team members to support client outcomes and business growth.

• Proven ability to build client relationships, communicate complex financial concepts clearly, and provide empathetic, client‑centered service.
• Strong analytical and problem‑solving skills, including the ability to assess financial needs, identify appropriate solutions, and make sound recommendations.
• Solid organizational and time management skills, with the capacity to manage multiple client files, follow up consistently, and meet deadlines.
• Comfort with prospecting, networking, and business development activities to grow a client base in the Calgary area.
• High level of integrity, professionalism, and respect for confidentiality and regulatory requirements.
• Post‑secondary education in finance, business, economics, or a related field is an asset.
• Relevant financial services licenses or willingness to obtain required provincial licenses (e.g., life insurance and investment‑related licensing) within defined timelines.
• Proficiency with basic office software and digital tools for client management, communication, and presentation.
• Previous experience in financial advising, insurance, banking, or related fields is preferred but not mandatory for candidates with strong aptitude and motivation to learn.