Join ATB Wealth as a Regional Director, responsible for leading a team of advisors to deliver exceptional client experiences. Emphasize coaching and develop strategic talent management in Northwest Alberta.
This influential role involves guiding a team of approximately 20 client-facing advisors to achieve desired outcomes. You will be instrumental in enhancing both client satisfaction and advisor performance while representing ATB Wealth in the marketplace. Candidates should ideally be based in Northwest Alberta or Edmonton for effective leadership.
Key Responsibilities:
• Provide essential coaching to advisors on performance
• Develop a robust talent pool for client-facing roles
• Monitor service commitment implementations
• Serve as an escalation point for advisors’ challenges
• Foster interdepartmental collaboration within ATB Wealth
Requirements:
• 10+ years in wealth management or related fields
• 4+ years of wealth management experience required
• Proven skills in leadership and motivation
• CFP, CIM, or CFA designations a plus
Lead your team at ATB Wealth to inspire impactful client interactions and strategic outcomes.
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📌 ATB Wealth Regional Director Position (Alberta)
🏢 ATB Financial
📍 Alberta
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