Senior Financial Advisor

Discover your potential as a Senior Financial Advisor with ATB Wealth in Edmonton. This flexible hybrid role combines client relationship management and investment planning, focusing on personalized financial solutions.

As a Senior Financial Advisor at ATB Wealth, you’ll have the autonomy to manage your own enterprise while receiving support from a top-rated company. Your entrepreneurial mindset will help you establish trust and deliver integrated advice tailored to each client's unique goals, all while benefiting from ATB's supportive culture.

Key Responsibilities:

• Master holistic investment planning approaches for clients

• Understand and prioritize clients' unique needs

• Build trust to guide clients in financial decisions

• Enhance client satisfaction by enriching their financial journeys

• Connect clients' wealth to their life aspirations

Requirements:

• 10 years of sales experience in financial services

• Strong relationship-building and communication skills

• Ability to meet defined sales goals

• Established network of community contacts

• Undergraduate degree in a relevant field

Bring your advisory skills and relationship management expertise to enrich the lives of clients at ATB Wealth in Edmonton.
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