Financial Advisor Wealth Advice Centre

ATB•Falher, AB

About The Position

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). 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, Thrive together, and Ready for tomorrow. As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. In addition, you will be responsible for sourcing sales opportunities through internal partnerships and/or suitability conversations with clients. Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live.

Requirements

Thorough knowledge of wealth management solutions and tools
Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
Holistic approach to client discovery and analysis
Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
Effective relationship building, communication, and discovery skills through virtual means
Ability to embrace technology to maximize productivity and enhance processes
Ability to work independently and an aptitude for cross functional collaboration with teams
Growth mindset and the ability to make client-focused, data driven decisions
High level of accuracy and attention to detail
Exceptional written and verbal communication skills
Completion of a two-year college diploma (financial services) or bachelor’s degree
Minimum 4 years of related wealth management experience is preferred
Immediate CIRO registration through one of the following: Currently a Registered Representative (RR) through CIRO, OR New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE) OR Successfully passed the CFA Program Level I OR Chartered Investment Manager Designation (CIM®)
Pursuing the QAFP or CFP certification is expected as part of this role
Ability to work shift work including Tuesday, Wednesday and Thursday evenings

Nice To Haves

Working knowledge of Salesforce and Dataphile considered a strong asset
Past work experience in a call center environment would also be an asset

Responsibilities

Provide exceptional client experience and meet or exceed established sales targets.
Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings.
Timely delivery of expert financial advice and support to clients through a variety of digital channels.
Able to adhere to set working schedule that’s built 5 weeks out in advance.
Robust client conversations to confirm product suitability and fulfill your regulatory duty of care.
Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement.
Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role.