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.

📌 Senior Financial Advisor Atb Wealth Grande Prairie
🏢 ATB
📍 Grande Prairie