Financial Advisor Wealth Advice Centre

ATB Financial

Bring wealth management expertise to ATB as a Financial Advisor supporting clients through calls, video meetings, and email. Provide investment advice and education digitally.In ATB Wealth’s Wealth Advice Centre, you will support new and existing clients while uncovering needs and sourcing sales opportunities. The work combines mutual fund knowledge, suitability conversations, and financial education. You will build trusting relationships through virtual discovery, communication, and helpful advice.Key Responsibilities:
Support clients through inbound and outbound digital channelsProvide timely investment advice and financial educationMeet or exceed established sales targetsConfirm product suitability during client conversationsIdentify improvement opportunities across product offeringsRequirements:
Thorough knowledge of wealth management solutions and toolsUnderstanding of mutual funds and investment accountsFour years of related wealth management experience preferredTwo-year financial services diploma or bachelor’s degreeImmediate CIRO registration through an accepted pathwayUse virtual communication, regulatory knowledge, and client-focused advice to serve ATB Wealth clients through digital channels.
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