Shape integrated financial strategies at ATB Wealth as a Senior Financial Advisor, using investment design and relationship-building skills in a hybrid role. As a Senior Financial Advisor, you will craft tailored financial strategies and complex investment solutions, including mutual funds and securities. You will connect client aspirations with financial planning while coordinating internal experts and teams. The work supports long-term wealth goals, trusted relationships, and accurate operational delivery.
Key Responsibilities
- Deliver comprehensive financial strategies for evolving client complexity
- Design investment solutions, including mutual funds and securities
- Anticipate needs through timely, value-added client guidance
- Coordinate internal teams for seamless operational execution
- Manage end-to-end financial planning workflows accurately
Requirements:
- Five to seven-plus years financial services sales experience
- Proven ability to grow an investment client book
- Immediate eligibility for CIRO Registered Representative registration
- Undergraduate degree in commerce, economics, business, or related field
- QAFP or CFP completed or underway considered an asset Bring investment design, financial planning, and client relationship expertise to Senior Financial Advisor work at ATB Wealth.