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.
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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
Vacancy posted 1 hour ago
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