Elevate your career at ATB Wealth as a Senior Financial Advisor in Edmonton. This empowering hybrid position emphasizes relationship management and strategic investment planning for diverse clients.
In this role, you will leverage your extensive experience to build trust and understand client aspirations deeply. Working with ATB's robust support system, you will provide integrated financial advice, ensuring that each client's financial journey is enriched and effectively managed at every stage.
Key Responsibilities:
• Develop comprehensive investment planning strategies
• Focus on listening to and understanding client goals
• Establish strong client relationships and trust
• Enhance the financial happiness of your clients
• Support clients in achieving their aspirations through wealth
Requirements:
• Minimum 10 years in financial services sales
• Proven ability to build and maintain client relationships
• Solid communication and discovery skills
• Established network of community relationships
• Relevant undergraduate degree preferred
Utilize your financial advisory expertise to make a meaningful impact at ATB Wealth in this agile role.
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📌 ATB Wealth Senior Financial Advisor Role (Alberta)
🏢 ATB
📍 Alberta