At ATB, we exist to make it possible for our clients, team members and communities. 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: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. We're on a continuous journey to build the most flexible and inclusive programs.
We want to enable your success through interesting and challenging work, performance enablement, and learning and development. As ATB Wealth’s next Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the idea of having a lot of autonomy while working for an award winning company? You believe in taking the time to understand your clients’ needs and goals to help make their time richer, their aspirations closer and their happiness deeper.
We are looking for our current team member to be located anywhere in Calgary, AB as they will be working in a flexible hybrid arrangment with access to offices across the city.
Holistic Financial Planning & Investment Design: Deliver comprehensive, tailored financial strategies and complex investment solutions, including mutual funds and securities, that support long-term wealth goals and adapt to evolving client complexity. Anticipate client needs by providing timely, value-added guidance that connects personal aspirations to financial strategy and ensures a supportive client journey.
Client Engagement & Trust Building:
Proactively engage clients to challenge and refine their financial decisions, fostering deep, long-term trust and ensuring their best interests remain at the heart of every interaction.
Operational & Advisory Workflow: Efficiently manage the end-to-end financial planning process, ensuring accurate service delivery while prioritizing meaningful client interactions. Proven ability to develop your book of business through leveraging community networks. ~ Effective relationship building, communication and discovery skills. ~ An established COI network. ~ Demonstrated proficiency with the use of virtual communication tools. ~ 10 years of sales and customer experience in the financial services industry (preferably Wealth Management) with proven ability to develop and grow a book of investment clients. ~ Ability to be immediately registered as an RR (Registered Representative) through CIRO. ~ Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered). ~ Completed or working towards the QAFP and/or the CFP designation would be considered an asset. 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. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. #