Discover your potential as a Senior Financial Advisor with ATB Wealth in Edmonton. This versatile 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 • Strong 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. #J-18808-Ljbffr