Shape comprehensive financial strategies and investment solutions as a Senior Financial Advisor at ATB Wealth, supported by virtual communication tools and internal expertise.
As a Senior Financial Advisor, you will manage complex investment solutions, including mutual funds and securities, for evolving client needs. You will connect personal aspirations with financial strategy while developing and growing an investment client book. The work requires business judgment, discovery skills, and coordinated operational execution through the full planning process.
Key Responsibilities:
- Deliver tailored financial strategies and complex investment solutions
- Anticipate client needs with timely, value-added guidance
- Coordinate internal teams for seamless operational execution
- Build trust through proactive client engagement
- 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
- Established community networks and COI network
- Immediate eligibility for CIRO Registered Representative registration
- Commerce, Economics, Business, or related undergraduate degree
Bring relationship building, investment design, and financial planning expertise to ATB Wealth as a trusted Senior Financial Advisor.
📌 Senior Financial Advisor Wealth Management (Red Deer)
🏢 ATB
📍 Red Deer