Director, New Advisors

ATB Financial; Calgary; Hybrid; CAD 120,000 - 190,000; Full time

Job summary

ATB Financial is seeking a Director, New Advisors to lead sales growth and productivity across ATB Wealth. You will coach new advisors through their first 18 months, build a scalable onboarding framework, and drive profitability with effective practice management.

The role is hybrid and ideally based in Calgary or Edmonton, with travel within Alberta as needed. A CFP designation and CIRO registration are required, with extensive wealth management leadership experience.

Qualifications

• 10+ years of wealth management sales leadership and practice strategy.
• CFP designation and active CIRO registration required.
• Deep operational knowledge of advisor journeys, remuneration models, and onboarding.
• Proven ability to coach sales strategies, manage pipelines, and drive client outcomes.
• Strong stakeholder alignment across complex corporate environments and travel willingness within Alberta.

Responsibilities

• Direct Advisor Sales Leadership for new advisors' 18-month tenure and transition to Regional Directors.
• Set clear sales expectations, coach to performance targets, and build an engaged sales culture.
• Design and implement onboarding framework to shorten speed-to-contribution for new advisor teams.
• Develop scalable practice management strategies: client segmentation, service models, workflow efficiency, and business planning.
• Serve as primary escalation point for urgent operational or client-facing issues affecting advisor success.
• Collaborate with enablement teams, regional leadership, and ATB Financial partners for unified client solutions.
• Drive adoption of wealth planning tools, digital platforms, and firm compliance requirements across practices.

Skills

Wealth management leadership

Sales coaching

Pipeline management

Client engagement

Business planning

Education

CFP designation

CIRO registration

Job description

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’s next Director, New Advisors, you will serve as a key sales leader responsible for driving business growth, accelerating new advisor productivity, and establishing practice management excellence across ATB Wealth. In this pivotal leadership mandate, you will directly lead, coach, and empower new advisors during their crucial initial 18-month tenure setting sales expectations, building high-performing pipelines, and scaling practice profitability to deliver exceptional client outcomes.

This is a hybrid role, with the ideal candidate located in or around the Calgary or Edmonton areas.

Accountabilities

• Direct Advisor Sales Leadership: Provide direct leadership, sales coaching, and performance management for new advisors during their initial 18-month tenure prior to transitioning them to Regional Directors.
• Performance & Target Execution: Set clear sales expectations, coach to performance targets, and build an engaged, productive sales culture aligned with ATB Wealth’s growth plan.
• Onboarding Strategy & Integration: Design, execute, and continuously refine a best-in-class onboarding framework to shorten speed-to-contribution for new advisor teams.
• Practice Management & Scaling: Develop and implement scalable practice management strategies, guiding advisors on client segmentation, service models, workflow efficiency, and business planning.
• Issue Resolution & Escalation: Serve as the primary management escalation point for urgent operational or client-facing issues affecting advisor success.
• Cross-Organizational Collaboration: Partner closely with enablement teams (Advisor Associate Support, Coaching, Onboarding), regional leadership, and ATB Financial partners to promote cross-specialization and unified client solutions.
• Technology & Process Adoption: Drive adoption of consistent sales disciplines, wealth planning tools, digital platforms, and firm compliance requirements across all practices.

Skills, Experience & Requirements

• 10+ years of specialized wealth management expertise with a proven track record in wealth management sales leadership and practice strategy.
• A completed CFP designation and active CIRO registration are required.
• Deep operational knowledge across advisor journeys, including remuneration models, platform tools, and technical onboarding.
• Demonstrated strength in coaching sales strategies, pipeline management, client engagement, and business plan creation.
• Exceptional stakeholder alignment, communication, and navigation skills across complex corporate environments.
• Must be willing and able to travel occasionally to in-person meetings, conferences, networking sessions, and leadership events. Travel is primarily within Alberta, however there may be travel outside of the province and country.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.