Join ATB as a Wealth Advisor where you will provide personalized investment strategies and financial planning to clients. This role enhances client relationships in Sherwood Park's Lakeland and Wye Road areas.

In this client-focused position, you will manage the investment needs of both existing and prospective clients at ATB. Collaborating with branch teams and leveraging technology, you'll ensure a seamless client experience while actively pursuing current business opportunities. Your role is essential in fostering a culture of excellence and servicing clients' long-term financial ambitions.

Key Responsibilities:



• Understand and advise on client-specific financial goals • Increase client base through networking and referrals • Work collaboratively across departments for comprehensive solutions • Promote exemplary client experiences and financial literacy • Manage and mentor branch team members

Requirements: • Minimum 5 years in financial sales/customer service • CIRO registration or relevant certification underway • Degree in Commerce, Economics, or related field • Proven relationship-building and sales skills • Technology proficient for better productivity

Deliver impactful financial solutions and support clients at ATB. #J-18808-Ljbffr

📌 Client-Focused Wealth Advisor Role (Sherwood Park)
🏢 ATB Financial
📍 Sherwood Park