Build lasting client relationships through holistic financial planning and investment design as a Senior Financial Advisor with ATB Wealth. Shape tailored strategies supporting complex, long-term wealth goals.
At ATB Wealth, this senior advisory role combines entrepreneurial autonomy with institutional backing and internal expertise. You will connect clients’ aspirations to personal financial strategies through discovery, communication, investment solutions, and trusted guidance. Your work supports integrated advice and meaningful client journeys.
Key Responsibilities
Deliver tailored financial strategies and complex investment solutionsManage proactive client relationships and provide timely guidanceCoordinate internal teams for client-focused operational executionBuild trust through thoughtful client engagementManage end-to-end financial planning workflows accuratelyRequirements: Five to seven-plus years financial services sales experienceProven ability to grow an investment client bookEstablished community and centre-of-influence networksImmediate eligibility for Registered Representative registration through CIROCommerce, Economics, Business, or related undergraduate degreeBring wealth management experience, relationship-building strength, and investment expertise to ATB Wealth’s Senior Financial Advisor position.