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 recent 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 membersRequirements:
- 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 productivityDeliver impactful financial solutions and support clients at ATB.#J-18808-Ljbffr

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