Elevate client experiences as the Regional Director of Wealth Management at ATB. You'll coach and manage advisors, fostering high performance across Central Alberta's diverse client landscape.
In this pivotal role, you'll lead approximately 20 advisors in Northwest Alberta. Your responsibilities include developing a strong advisor talent pipeline and ensuring the successful execution of service commitments to clients. Attention to detail and strong interpersonal skills will help you influence a positive culture within the team.
Key Responsibilities:
• Cultivate an engaged and productive advisory team
• Lead advisor selections based on key attributes
• Implement ATB Wealth’s best service practices
• Manage urgent advisor issues effectively
• Facilitate teamwork between ATB service roles
Requirements:
• 10+ years of experience in wealth management
• 4+ years specifically in wealth management
• Robust ability to lead and hold teams accountable
• CFP, CIM, or CFA designations advantageous
Shape the future of wealth management and ensure client satisfaction at ATB Wealth.
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📌 Regional Director for Wealth Management (Alberta)
🏢 ATB Financial
📍 Alberta
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