Senior Wealth Advisor

ATB•Calgary, AB

5d•Hybrid

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: 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 Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the idea of having a lot of autonomy while working for an award winning company? Intrigued? Interests piqued? Then keep reading. Are you someone that is able to listen to what is being said – and what isn’t? You believe in taking the time to understand your clients’ needs and goals to help make their time richer, their aspirations closer and their happiness deeper. You appreciate the value internal experts can provide your clients, and are skilled at working together to develop an integrated advice offering. If this sounds like you, then ATB Wealth is THE place to work. Location? We are looking for our new team member to be located anywhere in Calgary, AB as they will be working in a flexible hybrid arrangment with access to offices across the city.

Requirements

Proven ability to develop your book of business through leveraging community networks.
Effective relationship building, communication and discovery skills.
Ability to meet or exceed required sales goals.
An established COI network.
Exceptional verbal, written and presentation skills.
Demonstrated proficiency with the use of virtual communication tools.
Highly organized and able to meet time sensitive deadlines.
10 years of sales and customer experience in the financial services industry (preferably Wealth Management) with proven ability to develop and grow a book of investment clients.
Ability to be immediately registered as an RR (Registered Representative) through CIRO.
Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).

Nice To Haves

Completed or working towards the QAFP and/or the CFP designation would be considered an asset.

Responsibilities

Deliver comprehensive, tailored financial strategies and complex investment solutions, including mutual funds and securities, that support long-term wealth goals and adapt to evolving client complexity.
Anticipate client needs by providing timely, value-added guidance that connects personal aspirations to financial strategy and ensures a supportive client journey.
Utilize strong business judgment to coordinate with internal teams, driving client-focused results and ensuring seamless operational execution.
Proactively engage clients to challenge and refine their financial decisions, fostering deep, long-term trust and ensuring their best interests remain at the heart of every interaction.
Efficiently manage the end-to-end financial planning process, ensuring accurate service delivery while prioritizing meaningful client interactions.