Pursue a fulfilling career as a Wealth Advisor at ATB Financial, focusing on client-centric investment advice and financial planning. This role supports growth in Sherwood Park's Lakeland and Wye Road branches.
As a Wealth Advisor at ATB, you will play a crucial role under the Regional Director, providing exceptional investment advice and financial planning for clients. Your expertise in relationship management and sales will drive current client acquisition and enhance customer experience through collaboration with private investment counselors and advisors. Empower clients to achieve their financial goals with personalized strategies.
Key Responsibilities:
• Deliver tailored financial advice reflecting client goals and needs
• Drive growth through proactive sales and client relationship-building




• Collaborate with branch teams for seamless client experiences
• Champion outstanding client engagement and experiences
• Mentor colleagues to elevate financial confidence
Requirements:
• 5+ years in sales/customer experience in financial services
• CIRO registered or in process of registration
• Undergraduate degree in relevant field
• Strong relationship-building and communication skills
• Ability to achieve sales goals and embrace technology
Elevate your expertise in wealth management while supporting clients in their financial journeys at ATB Financial.
#J-18808-Ljbffr

📌 Wealth Advisor at ATB Financial (Sherwood Park)
🏢 ATB Financial
📍 Sherwood Park