Senior Financial Advisor Wealth Management
ATB Financial
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 complex investment solutions, including mutual funds and securities, while aligning advice with evolving client goals. Success requires strong discovery, communication, business judgment, and relationship-building skills.Key Responsibilities:
Deliver tailored financial strategies and complex investment solutionsManage proactive client relationships with timely guidanceCoordinate internal teams for client-focused resultsBuild trust through thoughtful client engagementManage end-to-end financial planning workflowsRequirements:
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, investment expertise, and relationship-building strength to ATB Wealth’s Senior Financial Advisor role.
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Deliver tailored financial strategies and complex investment solutionsManage proactive client relationships with timely guidanceCoordinate internal teams for client-focused resultsBuild trust through thoughtful client engagementManage end-to-end financial planning workflowsRequirements:
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, investment expertise, and relationship-building strength to ATB Wealth’s Senior Financial Advisor role.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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