At ATB, we exist to make it possible for our clients, team members and communities. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. We're on a continuous journey to build the most flexible and inclusive programs.

We want to enable your success through interesting and challenging work, performance enablement, and learning and development. As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients. This includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB.

You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive robust relationships with partners. Within the branch, you will coach and influence advisors, foster a culture of collaboration, and contribute to an exceptional client experience that reflects ATB’s commitment to helping Albertans make their time richer, happiness deeper, and aspirations closer. Deliver exceptional financial advice and planning by deeply understanding each client’s goals, priorities, and life stage — helping them build wealth, protect what matters, and achieve their dreams.





Drive growth through sales and new client acquisition, actively prospecting and developing relationships with existing clients, referrals, and centers of influence within the community. Partner and collaborate across ATB, working closely with branch teams, business banking, and Senior Financial Advisors to connect clients with the right experts and solutions for a seamless One ATB experience. Champion client experience by providing trusted, personalized guidance that simplifies financial decisions and builds long‑term confidence and loyalty.

Be a visible leader within your community, engaging in local events, sponsorships, and networking opportunities that strengthen ATB’s presence and commitment to helping Albertans thrive. Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance. Leverage technology and data insights to manage your pipeline, track progress, and deliver efficient, impactful client interactions.

Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client.



Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives. 5 years of sales and customer experience in the financial services industry (preferably Wealth Management) ~ Immediate CIRO registration through one of the following: ~ OR New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE). Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).

Completed or working towards a financial planning designation would be considered an asset. Effective relationship building, communication and discovery skills. This will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization.

The ability to meet or exceed required sales goals, by continuously driving to find opportunities to reach new customers. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way.

Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. #

📌 Financial Planner, Investment Retirement Planning (Red Deer)
🏢 ATB
📍 Red Deer