Discover your potential as a Senior Financial Advisor with ATB Wealth in Edmonton. This adaptable 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 (Canada)
🏢 ATB
📍 Canada