Financial Advisor Wealth Advice Centre

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated 're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. In addition, you will be responsible for sourcing sales opportunities through internal partnerships and/or suitability conversations with clients.

Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live.

• Provide exceptional client experience and meet or exceed established sales targets.
• Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings.
• Timely delivery of expert financial advice and support to clients through a variety of digital channels.
• Able to adhere to set working schedule that’s built 5 weeks out in advance.
• Robust client conversations to confirm product suitability and fulfill your regulatory duty of care.
• Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement.
• Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role

• Thorough knowledge of wealth management solutions and tools
• Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
• Holistic approach to client discovery and analysis
• Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
• Effective relationship building, communication, and discovery skills through virtual means
• Ability to embrace technology to maximize productivity and enhance processes
• Ability to work independently and an aptitude for cross functional collaboration with teams
• Growth mindset and the ability to make client-focused, data driven decisions
• High level of accuracy and attention to detail
• Exceptional written and verbal communication skills
• Completion of a two-year college diploma (financial services) or bachelor’s degree
• Minimum 4 years of…