Join ATB Wealth as a Senior Financial Advisor in a hybrid capacity, located in Edmonton. Engage your entrepreneurial spirit while providing tailored financial advice that transforms clients' lives.
As a Senior Financial Advisor, you will be empowered to take charge of your client relationships and maximize their financial well-being. Your success relies on a firm dedication to understanding clients' diverse needs and goals, complemented by the backing of a team in an award-winning workplace.
Key Responsibilities: • Master investment planning techniques for complex client needs • Deeply analyze and understand client objectives • Build trust and challenge clients to make informed decisions • Improve clients' financial outcomes and experiences • Help clients align their wealth with their lifetime aspirations
Requirements: • 10 years' experience in financial sales • Solid interpersonal and communication skills • Proven track record of meeting sales targets • Well-established network in the community • Undergraduate degree in Business or related
Leverage your experience and skills to empower clients at ATB Wealth and embrace an inclusive work culture. #J-18808-Ljbffr
📌 Senior Financial Advisor – Hybrid Role at ATB (Winnipeg)
🏢 ATB
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.