Senior Wealth Advisor in Red Deer

Senior Wealth Advisor in Red Deer

Red Deer Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Craft integrated financial plans and build lasting client relationships.
  • Company: ATB Financial, a supportive and inclusive workplace in Alberta.
  • Benefits: Competitive salary, professional development, and a collaborative team environment.
  • Other info: Opportunity to grow a robust book of business with cross-functional collaboration.
  • Why this job: Make a real impact by helping clients achieve their financial dreams.
  • Qualifications: Experience in financial advising and strong relationship management skills.

The predicted salary is between 63000 - 77000 $ per year.

ATB Financial in Alberta seeks a Senior Financial Advisor for ATB Wealth to craft integrated financial plans and build lasting client relationships.

You will bridge clients’ dreams with internal experts, delivering tailored investment solutions and comprehensive wealth guidance.

You’ll lead holistic planning, proactive relationship management, and cross-functional collaboration to grow a robust book of business in a supportive, inclusive environment.

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Senior Wealth Advisor in Red Deer 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.

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Contact Details:

ATB Financial Recruitment Team

We think you need these skills to ace Senior Wealth Advisor in Red Deer

Financial Planning
Client Relationship Management
Investment Solutions
Wealth Guidance
Holistic Planning
Cross-Functional Collaboration
Business Development