Atb Wealth Investment Advisor

ATB Financial

ATB Wealth is seeking an Investment Advisor for its Wealth Advice Centre, delivering smart, simple advice through digital client conversations. Apply mutual fund expertise.This Financial Advisor position supports new and existing clients across calls, video meetings, and email. You will discover client needs, provide investment advice, and deliver financial education. The role also includes internal partnership opportunities, suitability discussions, and adherence to investment regulations, policies, procedures, and compliance requirements.Key Responsibilities:
Deliver expert financial advice and client support digitallySource sales opportunities through internal partnershipsConduct robust conversations confirming product suitabilityMaintain knowledge of ATB Prosper and Group Wealth ServicesFollow regulatory, compliance, and ethical requirementsRequirements:
Deep knowledge of registered and non-registered investment accountsEffective virtual relationship building and discovery skillsExceptional written and verbal communication skillsAbility to work independently and collaborate cross-functionallyPursuit of QAFP or CFP certification expectedSupport informed investment decisions with wealth solutions knowledge, suitability conversations, and accurate communication at ATB Wealth’s Advice Centre.
#J-18808-Ljbffr

Apply

Vacancy posted 57 minutes ago

Similar jobs that could be interesting for youBased on the Atb Wealth Investment Advisor in Winnipeg, MB vacancy

Senior Financial Advisor Atb Wealth
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...
Suggested
Long term contract
ATB Financial
Winnipeg, MB
1 hour ago
Associate, Wealth Advisor
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth). As a CG Wealth Management team,...
Suggested
Long term contract
Work at office
CGC Canaccord Genuity Corp.
Winnipeg, MB
4 days ago
Investment And Wealth Advisor Opportunities
Investment Advisor Opportunities For more than 100 years, Odlum Brown has helped clients achieve their financial goals through trusted relationships... ...Support Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management,...
Suggested
Long term contract
Odlum Brown
Winnipeg, MB
56 minutes ago
Wealth Management Investment Advisor
Investment counselling and portfolio strategy define this wealth management opportunity with Scotia Jarislowsky Fraser in Vancouver or Calgary. Advise clients using... ...processes.The Portfolio Manager serves as a trusted advisor to high net worth clients pursuing investment...
Suggested
Scotiabank
Winnipeg, MB
1 hour ago
Investment Advisor Wealth Management
...advisory business with BMO Nesbitt Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth individuals, families, and business owners. Build multi-...
Suggested
Bank of Montreal
Winnipeg, MB
1 hour ago
Wealth Management Investment Advisor
...high-net-worth advisory practice with BMO Nesbitt Burns in the GTA, using portfolio construction and comprehensive wealth management advice.As an Investment Advisor, you will serve individuals, families, and business owners through trusted, long-term relationships. The work...
Long term contract
Bank N.A.
Winnipeg, MB
1 hour ago
Wealth Management Investment Advisor
Build lasting client relationships as an Investment Advisor in Victoria, using financial planning and portfolio management expertise at RBC Dominion Securities.This full-time Wealth Management position supports high-net-worth individuals, families, and business owners. You will...
Long term contract
Full time
RBC Dominion Securities
Winnipeg, MB
1 hour ago
Developing Investment Advisor (Winnipeg)
$50k - $100k per year
...Hours: 37.5 Line of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD... ...advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier... ...a dedicated and professional Investment Advisor, while maintaining active participation...
Full time
Work from home
TD Bank
Winnipeg, MB
4 days ago
Wealth Advisor, Employee Accounts
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary...
Internship
Flexible hours
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB
10 days ago
Investment Advisor Wealth Management Saskatoon
Build wealth management relationships as an Investment Advisor with RBC Dominion Securities in Saskatoon, using financial planning and portfolio management expertise.This full-time Investment Advisor opportunity supports high-net-worth individuals, families, and business owners...
Full time
RBC Dominion Securities Inc.
Winnipeg, MB
56 minutes ago
Toronto Wealth Advisor Investment Planning
Build on your investment knowledge as a Toronto Wealth Advisor with remote-based flexibility and regional client travel. Guide clients through important financial decisions.Altis Recruitment is seeking an experienced, client-focused Wealth Advisor for a leading Canadian investment...
Permanent employment
Full time
Remote work
Altis
Winnipeg, MB
56 minutes ago
Business Valuation Advisor Atb
Help ATB business owners understand value and plan their next phase through financial expertise, client coaching, and a hybrid work... ...involving personal or family dynamicsCollaborate with Wealth advisors and Business bankersParticipate in speaking opportunities or shareable...
ATB
Winnipeg, MB
1 hour ago
Remote Digital Investing Advisor | Wealth Guidance
...BMO SmartFolio advisor role is remote, allowing you to work from home across Canada. You will deliver investment advice, build client trust, and handle portfolio reviews along with... ...requests. We seek candidates with 4+ years in wealth/investment or a post-secondary degree,...
Remote work
Work from home
BMO
Winnipeg, MB
57 minutes ago
Senior Wealth Advisor
At ATB, we exist to make it possible for our clients, team members and communities... ...financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios -... ...Holistic Financial Planning & Investment Design: Deliver comprehensive, tailored...
Long term contract
Immediate start
Flexible hours
ATB Financial
Winnipeg, MB
1 hour ago
Private Wealth Investment Advisor: Grow A Hnw Practice
BMO is seeking an experienced Investment Advisor to deliver personalized wealth management and investment guidance to high-net-worth clients in Canada. You will work to grow relationships, provide tailored investment plans, and coordinate with senior advisors and partners to...
Bank of Montreal
Winnipeg, MB
1 hour ago
Wealth Advisor
$100k - $140k per year
...reference checks.About the Opportunity Altis Recruitment is partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Toronto, Ontario. This is an exciting opportunity to join a growing wealth management...
Long term contract
Permanent employment
Work at office
Remote work
Altis
Winnipeg, MB
1 hour ago
Wealth Advisor
$75k - $125k per year
Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November...
Long term contract
Permanent employment
Full time
Part time
Internship
Work at office
Local area
Flexible hours
Canada Life
Winnipeg, MB
1 hour ago
Investment Advisor
Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while... ...financial needs. Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth...
Long term contract
Full time
Flexible hours
RBC Dominion Securities Inc.
Winnipeg, MB
1 hour ago
Wealth Advisor
$140k per year
...services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of... ...acquiring and transitioning investment portfolios from retiring financial... ...time and effort all applicants invest in their submissions. Please...
Long term contract
Permanent employment
Full time
Remote work
Altis
Winnipeg, MB
58 minutes ago
Wealth Planning Advisor
$70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust... ...Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning... ...comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and...
Contract work
Part time
Work at office
Remote work
BMO
Winnipeg, MB
1 hour ago
Private Wealth Advisor
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy... ...on topics such as financial planning, financial markets and investment solutions is available to support your continued learning....
Work at office
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Wealth Management Advisor
Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial... ...looking for an experienced Wealth Management Advisor based in Regina who wants to help us... ...accounting and tax professionals and TriCert’s investment management team to provide clients with a...
Long term contract
Summer work
Work at office
Local area
Flexible hours
Virtus Group
Winnipeg, MB
55 minutes ago
Investment Counsellor, Manulife Private Wealth
Job Description SummaryManulife Private Wealth (“MPW”) delivers discretionary private investment counselling to High Net Worth (“HNW”) clients across Canada. MPW... ..., together with MPW sales directors and independent advisors, and taking ownership of the investor compliance component...
Long term contract
Full time
Temporary work
Work at office
Local area
Flexible hours
Manulife
Winnipeg, MB
56 minutes ago
Wealth Management Advisor
As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients... .... You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your...
Internship
Remote work
Flexible hours
Afternoon shift
Desjardins
Winnipeg, MB
1 hour ago
Associate Wealth Advisor
A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor... ...brokerage firm. This sector includes nearly 1,000 investment advisors who manage the assets of more than 400,000 clients...
Long term contract
Internship
Work at office
Remote work
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Financial Advisor Wealth Advice Centre
At ATB, we exist to make it possible for our clients, team members and communities... ...every day. About the RoleAs ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will... ...You will uncover client needs, provide investment advice, and deliver financial education...
Immediate start
Flexible hours
Shift work
Afternoon shift
ATB Financial
Winnipeg, MB
59 minutes ago
Senior Financial Advisor Wealth Management
Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice.This entrepreneurial role offers autonomy while connecting clients with ATB’s internal experts. You will manage...
ATB Financial
Winnipeg, MB
55 minutes ago
Associate Investment Advisor
$135k - $200k per year
...principal segments of the securities industry: wealth management and capital markets. CG is... ...wealth management solutions and investment banking services. We are a leading independent... ...currently looking for an Associate Investment Advisor to join the MacInnes Group in our...
Permanent employment
Work at office
Canaccord Genuity Group Inc.
Winnipeg, MB
57 minutes ago
Hnw Private Wealth Investment Counselor
Manulife Private Wealth in Montreal seeks an Investment Counsellor to provide discretionary investment solutions to high-net-worth clients. You will develop... ...collaborating with MPW sales directors and independent advisors. The ideal candidate has 5+ years in discretionary...
Manulife
Winnipeg, MB
57 minutes ago
Private Wealth Advisor Montreal
...financial planning expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work flexibility. Build trusted... ...experience with wealthy clients or entrepreneursExcellent knowledge of investment products and financial marketsKnowledge of taxation,...
National Bank of Canada
Winnipeg, MB
56 minutes ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Atb Wealth Investment Advisor. Be the first to apply!