Wealth Advisor Financial

Position: Wealth Advisor at ATB Financial
Elevate your career as a Wealth Advisor with ATB Financial, focusing on investment advice and holistic financial planning onsite in Alberta. Drive client relationships and foster community engagement.

In this client-centered role, you'll collaborate closely with the Regional Director, focusing on investment strategies and financial planning for existing and prospective clients. You will also mentor fellow advisors and enhance customer experiences through strong relationship management. The position nurtures collaboration across branch teams to ensure seamless service and trusted advice.

Key Responsibilities:

• Deliver personalized financial advice tailored to clients’ goals

• Drive sales through active prospecting and relationship development

• Collaborate with branch teams to connect clients with experts

• Engage in community events to bolster ATB's presence

• Coach colleagues to elevate financial literacy and teamwork

Requirements:

• 5 years' sales experience in financial services

• Active CIRO registration or enrollment in required courses

• Undergraduate degree in Commerce, Business, or Economics

• Strong relationship-building and communication skills

• Pursuit of QAFP and CFP designations expected

Make a meaningful impact in clients' lives as a trusted advisor with ATB Financial.