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 prospects. 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.
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📌 Client Focused Wealth Advisor Role Sherwood Park (Canada)
🏢 ATB Financial
📍 Canada