Financial Advisor Wealth Advice Centre

ATB Financial; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

ATB Financial is seeking a Financial Advisor for ATB Wealth Advice Centre in Calgary. You will support new and existing clients via calls, video, and email, uncover client needs, provide investment guidance, and source opportunities through internal partnerships.

You will work to meet sales targets, maintain regulatory standards, and deliver education on wealth management products. The role emphasizes client relationships and digital engagement.

Qualifications

• Thorough knowledge of wealth management solutions.
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Responsibilities

• Provide exceptional client experience and meet sales targets.
• Be expert in ATB Wealth Advice Centre offerings like ATB Prosper and Group Wealth Services.
• Deliver timely financial advice through digital channels.
• Able to work a set five-week schedule in advance.
• Conduct robust client conversations to confirm product suitability and comply with duty of care.
• Continuously evaluate offerings to identify improvements.
• Maintain strong understanding of investment regulations, policies, and compliance.

Skills

Wealth management solutions

Mutual funds expertise

Client discovery & analysis

Relationship building (virtual)

Communication skills

Attention to detail

Cross-functional collaboration

Tech adoption for productivity

Independent work with initiative

Salesforce & Dataphile knowledge (plus

Education

Two-year college diploma (financial services) or bachelor’s degree

CIRO RR registration or equivalent (Canadian CFL/IR exam path)

CFA Program Level I or CIM designation (nice to have)

Pursuing QAFP or CFP certification

Tools

Salesforce

Dataphile

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 in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. In addition, you will be responsible for sourcing sales opportunities through internal partnerships and/or suitability conversations with clients.

Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live.

Accountabilities

• Provide exceptional client experience and meet or exceed established sales targets.
• Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings.
• Timely delivery of expert financial advice and support to clients through a variety of digital channels.
• Able to adhere to set working schedule that’s built 5 weeks out in advance.
• Robust client conversations to confirm product suitability and fulfill your regulatory duty of care.
• Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement.
• Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role

Skills, Experience & Requirements

• Thorough knowledge of wealth management solutions and tools
• Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
• Holistic approach to client discovery and analysis
• Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
• Effective relationship building, communication, and discovery skills through virtual means
• Ability to embrace technology to maximize productivity and enhance processes
• Ability to work independently and an aptitude for cross functional collaboration with teams
• Growth mindset and the ability to make client-focused, data driven decisions
• High level of accuracy and attention to detail
• Exceptional written and verbal communication skills
• Completion of a two-year college diploma (financial services) or bachelor’s degree
• Minimum 4 years of related wealth management experience is preferred
• Immediate CIRO registration through one of the following:
• Currently a Registered Representative (RR) through CIRO, OR
• New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE) OR
• Successfully passed the CFA Program Level I OR
• Chartered Investment Manager Designation (CIM®)

• Pursuing the QAFP or CFP certification is expected as part of this role
• Ability to work shift work including Tuesday, Wednesday and Thursday evenings
• Working knowledge of Salesforce and Dataphile considered a strong asset
• Past work experience in a call center environment would also be an asset

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]

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.