23 Aug
|
ATB Financial
|
Edmonton
23 Aug
ATB Financial
Edmonton
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 solid advisor talent pipeline and ensuring the successful execution of service commitments to clients. Attention to detail and robust 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
Solid 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 Edmonton
🏢 ATB Financial
📍 Edmonton