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 recent 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 confidenceRequirements:
5+ years in sales/customer experience in financial services
CIRO registered or in process of registration
Undergraduate degree in relevant field
Solid relationship-building and communication skills
Ability to achieve sales goals and embrace technologyElevate 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 (Canada)
🏢 ATB Financial
📍 Canada