Bring wealth management expertise to ATB as a Financial Advisor supporting clients through calls, video meetings, and email. Provide investment advice and education digitally.
In ATB Wealth’s Wealth Advice Centre, you will support recent and existing clients while uncovering needs and sourcing sales opportunities. The work combines mutual fund knowledge, suitability conversations, and financial education. You will build trusting relationships through virtual discovery, communication, and helpful advice.
Key Responsibilities:
- Support clients through inbound and outbound digital channels
- Provide timely investment advice and financial education
- Meet or exceed established sales targets
- Confirm product suitability during client conversations
- Identify improvement opportunities across product offerings
Requirements:
- Thorough knowledge of wealth management solutions and tools
- Understanding of mutual funds and investment accounts
- Four years of related wealth management experience preferred
- Two-year financial services diploma or bachelor’s degree
- Immediate CIRO registration through an accepted pathway
Use virtual communication, regulatory knowledge, and client-focused advice to serve ATB Wealth clients through digital channels.