Digital Wealth Advisor – Client-Centric Growth

ATB; Alberta; On-site; CAD 90,000 - 120,000; Full time

Job summary

ATB is seeking a Wealth Advisor, Digital, to serve affluent clients in ATB Prosper through digital channels and collaborate with employer sponsors. You will provide investment guidance, financial planning, and holistic wealth strategies while coordinating with branch networks to deliver a seamless One ATB experience.

The role emphasizes client-centric advice, relationship-building with sponsors, and leveraging technology to drive growth and exceptional service for Albertans’ wealth journeys.

Qualifications

• 5 years of sales and customer experience in financial services (wealth management preferred).
• Immediate CIRO registration through RR or completion of CIRO requirements; or enrolled in CIRE & Retail Securities Exam (RSE) as of Jan 1, 2026.
• Undergraduate degree in Commerce, Economics, Business or a related field.
• A financial planning designation (CFP or QAFP) is required.
• Effective relationship building, communication and discovery skills across centers of influence.
• Ability to meet or exceed required sales goals and drive new opportunities using existing technology.

Responsibilities

• Deliver high-value financial advice and personalized planning to ATB Prosper's digital clients.
• Drive business growth with deep discovery reviews and sponsor relationships to unlock opportunities.
• Collaborate with ATB branches and partners to connect clients with the right experts for a seamless experience.
• Provide trusted, personalized guidance to simplify financial decisions and build loyalty.
• Use planning software to design wealth plans aligned with client goals.
• Leverage data and technology to manage your pipeline and client interactions.
• Partner with experts across ATB to deliver clear, high-value advice.
• Act as a trusted advisor who serves client goals in their best interest.

Skills

Sales experience

Relationship building

Communication

Discovery skills

Technology adoption

Education

Bachelor's degree inCommerce/Economics/Business

CFP or QAFP designation

Job description

ATB is seeking a Wealth Advisor, Digital, to serve affluent clients in ATB Prosper through digital channels and collaborate with employer sponsors. You will provide investment guidance, financial planning, and holistic wealth strategies while coordinating with branch networks to deliver a seamless One ATB experience.

The role emphasizes client-centric advice, relationship-building with sponsors, and leveraging technology to drive growth and exceptional service for Albertans’ wealth journeys.