Regional Director Wealth Management

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. 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:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB Wealth's next Regional Director , you will provide primary leadership to a group of approximately 20 advisors at ATB Wealth, composed of one or more client-facing roles across Central Alberta. The role provides coaching to advisors on their book of business including fostering high performance, facilitating partnerships, communicating ideas and generally promoting the consistent execution of a great client experience that leads to positive business results.

The ideal location for this leader would be somewhere within Northwest Alberta( or Edmonton) as they will be leading a team across Northwest Alberta.

Accountabilities

• Tailored coaching and performance management of advisors to build an engaged and productive team delivering the desired client experience.
• Building an advisor talent pipeline in the market geography and leading the selection of client-facing advisors according to key attributes.
• Implementation and monitoring of ATB Wealth's service commitments to clients including communicating best practices.
• Acting as an escalation point for advisors on urgent and important day-to-day issues that require management action.
• Representing ATB Wealth the market to use influence for a positive impact.
• Facilitating collaboration in the market between different client-facing roles in ATB Wealth and ATB Financial as a whole.
• Business planning work with advisors and contributing to the Regional business plan.
• Connecting advisors to the right specialist resources in ATB Wealth to close knowledge gaps, promote specialization and encourage development.
• Managing advisor teaming scenarios.
• Guiding segmentation activity in the market to ensure the right client connects with the right advisor Collaborate with other ATB team members with a particular focus on.

Skills, Experience & Requirements

• Must have over 10 years of wealth management, banking, and/or financial lending experience with a minimum of 4 years within wealth management.
• In-depth understanding of wealth management in Alberta and beyond in regards to client experience, sales, compliance and products.
• Demonstrated ability to lead, motivate and influence advisors and an ability to hold a team accountable in the right way to measurable goals and a high level purpose.
• CFP, CIM, or CFA designations are considered an asset.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

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 Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at View email address on ca.workus.org

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.