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.
📌 Senior Financial Advisor in Edmonton
🏢 ATB
📍 Edmonton
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