Director of Wealth Management at ATB (Edmonton)

Director of Wealth Management at ATB (Edmonton)

17 Aug
|
ATB Financial
|
Edmonton

17 Aug

ATB Financial

Edmonton

Lead a energetic team of advisors at ATB Wealth in Central Alberta, focusing on high performance and exceptional client experiences. This role emphasizes coaching and collaboration for impactful results. As the Regional Director for ATB Wealth, you will oversee a dedicated team of about 20 advisors.

Your leadership will enhance service delivery and advisor performance while facilitating partnerships across various client-facing roles. Ideal candidates will be located in Northwest Alberta or Edmonton to effectively manage regional operations. Key Responsibilities:

- Provide tailored coaching to improve advisor performance
- Build a talent pipeline for future advisor roles
- Ensure adherence to ATB Wealth’s service commitments
- Address urgent issues as an escalation point for advisors
- Promote collaboration between ATB Wealth and ATB Financial

Requirements:

- Over 10 years in wealth management or banking
- Minimum 4 years in wealth management specifically
- Proven leadership and motivational skills
- CFP, CIM, or CFA designations preferred

Drive success through impactful leadership and mentor advisors at ATB Wealth while enhancing client interactions.

📌 Director of Wealth Management at ATB (Edmonton)
🏢 ATB Financial
📍 Edmonton

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