Financial Advisor - Edmonton

Our bottom line is different.

There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Job Number: REQ7325
Location: Edmonton, Alberta
Onsite: You’ll work primarily from an ATB branch, corporate office or client location, with some remote flexibility
Apply by: March 27, 2024
Paygrade: K-OTH; This role offers a base salary plus variable pay
System Title: Financial Advisor 6
# Positions available: 1
Leader: Ed Wong

As ATB Wealth’s next Financial Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients. This includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB. You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners, and strengthen our brand presence across Alberta.

You will find success based on your ability to:

• Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients’ needs as they become more complex
• Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client
• Deeply understand our clients and commit to always having their best interests at heart. You will work towards earning the trust of our clients, to not just advise clients but to challenge them to make the best financial decisions possible
• Strive to make our clients time richer, happiness deeper and aspirations closer as we ensure that they are supported throughout their journey
• Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives

Requirements

• 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
• Ability to be immediately registered with IIROC (completion of Canadian Securities Course and Conduct and Practices Handbook Course)
• Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered)
• Completed or working towards a financial planning designation would be considered an asset
• Effective relationship building, communication and discovery skills - this will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization
• Ability to meet or exceed required sales goals, by continuously driving to find opportunities to reach new customers
• Ability to embrace existing technology to maximize productivity, enhance processes and support our client experience
• Pursuing the QAFP and/or CFP designation is expected as part of this role

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying!

Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral to help your application stand out.

Online applications are preferred. Please let us know if you require any accommodations.

#LI-Onsite

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

Stay in touch!

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