Senior Financial Advisor

Position: Senior Financial Advisor – Hybrid Role at ATB
Join ATB Wealth as a Senior Financial Advisor in a hybrid capacity, located in Edmonton. Engage your entrepreneurial spirit while providing tailored financial advice that transforms clients' lives.

As a Senior Financial Advisor, you will be empowered to take charge of your client relationships and maximize their financial well-being. Your success relies on a firm dedication to understanding clients' diverse needs and goals, complemented by the backing of a team in an award-winning workplace.

Key Responsibilities:

• Master investment planning techniques for complex client needs

• Deeply analyze and understand client objectives

• Build trust and challenge clients to make informed decisions

• Improve clients' financial outcomes and experiences

• Help clients align their wealth with their lifetime aspirations

Requirements:

• 10 years' experience in financial sales

• Strong interpersonal and communication skills

• Proven track record of meeting sales targets

• Well-established network in the community

• Undergraduate degree in Business or related

Leverage your experience and skills to empower clients at ATB Wealth and embrace an inclusive work culture.
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