Discover your potential as a Senior Financial Advisor with ATB Wealth in Edmonton. This flexible hybrid role combines client relationship management and investment planning, focusing on personalized financial solutions.
As a Senior Financial Advisor at ATB Wealth, you’ll have the autonomy to manage your own enterprise while receiving support from a top-rated company. Your entrepreneurial mindset will help you establish trust and deliver integrated advice tailored to each client's unique goals, all while benefiting from ATB's supportive culture.
Key Responsibilities:
• Master holistic investment planning approaches for clients
• Understand and prioritize clients' unique needs
• Build trust to guide clients in financial decisions




• Enhance client satisfaction by enriching their financial journeys
• Connect clients' wealth to their life aspirations
Requirements:
• 10 years of sales experience in financial services
• Robust relationship-building and communication skills
• Ability to meet defined sales goals
• Established network of community contacts
• Undergraduate degree in a relevant field
Bring your advisory skills and relationship management expertise to enrich the lives of clients at ATB Wealth in Edmonton.
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📌 Senior Financial Advisor in Edmonton
🏢 ATB
📍 Edmonton