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. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. As ATB Wealth's next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting current and existing clients through a variety of digital channels.

For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. Our team of financial advisors have a passion for listening to the needs of their clients; and a commitment to helping Albertans live the life they want to live.

Timely delivery of expert financial advice and support to clients through a variety of digital channels. Robust client conversations to confirm product suitability and fulfill your regulatory duty of care. Maintain a strong understanding of investment related regulations, sales processes, policies, procedures,



and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts Holistic approach to client discovery and analysis Effective relationship building, communication, and discovery skills through virtual means Growth mindset and the ability to make client-focused, data driven decisions Completion of a two-year college diploma (financial services) or bachelor's degree Immediate CIRO registration through one of the following: New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE) OR Successfully passed the CFA Program Level I OR Chartered Investment Manager Designation (CIM®) Ability to work shift work including Tuesday, Wednesday and Thursday evenings Working knowledge of Salesforce and Dataphile considered a strong asset Past work experience in a call center environment would also be an asset 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 Indigenous Business.

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📌 Investment Financial Services Representative (Lethbridge)
🏢 ATB Financial
📍 Lethbridge