Build lasting client relationships through holistic financial planning and investment design as a Senior Financial Advisor with ATB Wealth. Shape tailored strategies supporting complex, long-term wealth goals.
At ATB Wealth, this senior advisory role combines entrepreneurial autonomy with institutional backing and internal expertise. You will connect clients' aspirations to personal financial strategies through discovery, communication, investment solutions, and trusted guidance. Your work supports integrated advice and meaningful client journeys.
Key Responsibilities:
- Deliver tailored financial strategies and complex investment solutions
- Manage proactive client relationships and provide timely guidance
- Coordinate internal teams for client-focused operational execution
- Build trust through thoughtful client engagement
- Manage end-to-end financial planning workflows accurately
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, relationship-building strength, and investment expertise to ATB Wealth's Senior Financial Advisor position.
Senior Financial Advisor ATB Wealth in Grande Prairie 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.
