At a Glance
- Tasks: Craft financial futures and build lasting client relationships in a supportive environment.
- Company: Join ATB, one of Canada's top employers with a high-care culture.
- Benefits: Enjoy flexible work, professional growth, and a commitment to inclusivity.
- Other info: We celebrate diverse backgrounds and encourage all to apply!
- Why this job: Empower clients to achieve their dreams while making a real impact in the community.
- Qualifications: 5-7 years in financial services, strong communication skills, and a passion for client success.
The predicted salary is between 82800 - 101200 $ per year.
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
- Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
- Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
- Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the Role
As ATB's next Senior Financial Advisor, you will be crafting legacies and acting as the architect of your clients’ financial futures. You’ll act as the bridge between our clients’ unique dreams and our deep bench of internal experts, creating integrated advice that feels personal, not institutional.
Accountabilities:
- Holistic Financial Planning & Investment Design: Deliver comprehensive, tailored financial strategies and complex investment solutions that support long-term wealth goals.
- Proactive Client Relationship Management: Anticipate client needs by providing timely, value-added guidance that connects personal aspirations to financial strategy.
- Cross-Functional Collaboration: Utilize strong business judgment to coordinate with internal teams, driving client-focused results.
- Client Engagement & Trust Building: Proactively engage clients to challenge and refine their financial decisions, fostering deep, long-term trust.
- Operational & Advisory Workflow: Efficiently manage the end-to-end financial planning process, ensuring accurate service delivery.
Skills, Experience & Requirements:
- Proven ability to develop your book of business through leveraging community networks.
- Effective relationship building, communication and discovery skills.
- Ability to meet or exceed required sales goals.
- An established COI network.
- Exceptional verbal, written and presentation skills.
- Demonstrated proficiency with the use of virtual communication tools.
- Highly organized and able to meet time sensitive deadlines.
- 5 - 7+ years of sales and customer experience in the financial services industry (preferably Wealth Management).
- Ability to be immediately registered as an RR (Registered Representative) through CIRO.
- Undergraduate degree in Commerce, Economics, Business or a related field.
- Completed or working towards the QAFP and/or the CFP designation would be considered an asset.
If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way.
Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation.
If you are shortlisted, you’ll hear from us after the posting closes. If you need any accommodations throughout this process, please let us know at talentteam@atb.com.
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Senior Wealth Advisor in Edmonton employer: ATB
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 environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.
