Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice.
This entrepreneurial role offers autonomy while connecting clients with ATB's internal experts. You will manage complex investment solutions, including mutual funds and securities, while aligning advice with evolving client goals. Success requires strong discovery, communication, business judgment, and relationship-building skills.
Key Responsibilities:
- Deliver tailored financial strategies and complex investment solutions
- Manage proactive client relationships with timely guidance
- Coordinate internal teams for client-focused results
- Build trust through thoughtful client engagement
- Manage end-to-end financial planning workflows
Requirements:
- Five to seven-plus years' financial services sales experience
- Proven ability to grow an investment client book
- Established community and centre-of-influence networks
- Immediate eligibility for Registered Representative registration through CIRO
- Commerce, Economics, Business, or related undergraduate degree
Bring wealth management experience, investment expertise, and relationship-building strength to ATB Wealth's Senior Financial Advisor role.
Senior Financial Advisor Wealth Management in Calgary employer: ATB Financial
ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive work environment, making it an ideal place for those looking to thrive in their careers while contributing to the community. Located in Alberta, the hybrid work model allows for a balanced approach to work-life integration, ensuring that employees can excel both personally and professionally.
