Lead a agile 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.
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📌 Director Of Wealth Management At Atb Edmonton (Canada)
🏢 ATB Financial
📍 Canada
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