Financial Advisor I

ATB Financial; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

ATB Financial seeks a Financial Advisor to deliver exceptional investment advice and financial planning for clients. Join a team dedicated to building strong relationships and enhancing customer experiences across Alberta. This role offers the opportunity to make a significant impact within the community while driving personal and professional growth in a supportive environment.

Qualifications

• 5 years of sales and customer experience in financial services.
• CIRO registration and completion of Canadian Securities Course required.
• Pursuing QAFP and CFP designation expected.

Responsibilities

• Provide investment advice and holistic financial planning.
• Develop robust relationships with clients and centers of influence.
• Ensure client interests are prioritized in financial decisions.

Skills

Customer experience

Sales

Relationship building

Communication

Discovery skills

Education

Undergraduate degree in Commerce, Economics, Business or related field

Financial planning designation

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 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.

Accountabilities

• 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

Skills, experience & requirements

• 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
• Ability to be immediately registered with CIRO (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
• The 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 CFP designation is expected as part of this role

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 Relationsprogram 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]

Stay in touch
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.