Regional Director Wealth Management

ATB Financial; Edmonton; On-site; CAD 120,000 - 180,000; Full time

Job summary

ATB Wealth is seeking a Regional Director to lead a group of approximately 20 client-facing advisors across Central Alberta, with a focus on Northwest Alberta and Edmonton. The role includes coaching, performance management, and fostering high-quality client experiences that drive positive business results.

The successful candidate will build an advisor talent pipeline, guide service commitments, collaborate with ATB Wealth and ATB Financial teams, align with regional business plans, and connect

Qualifications

• Over 10 years in wealth management, banking, and/or financial lending with at least 4 years in wealth management.
• Deep knowledge of Alberta wealth management landscape, client experience, sales, compliance and products.
• Proven ability to lead, motivate, and hold a team accountable to goals and results.
• CFP, CIM, or CFA designations are assets.

Responsibilities

• Provide tailored coaching and performance management to advisors to deliver an excellent client experience.
• Build an advisor talent pipeline in the market geography and lead hiring of client-facing advisors.
• Implement and monitor ATB Wealth's service commitments to clients and communicate best practices.
• Act as an escalation point for advisors on urgent issues requiring management action.
• Represent ATB Wealth in the market and build cross-team collaboration between different client-facing roles.
• Contribute to regional business planning with advisors and align with the regional strategy.
• Connect advisors to specialist resources to close knowledge gaps and promote development.
• Manage advisor teaming scenarios and segmentation to ensure the right client connects with the right advisor.

Skills

Wealth management leadership

Coaching and mentoring

Client experience optimization

Communication and collaboration

Education

CFP CIM CFA 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 Regional Director, you will provide primary leadership to a group of approximately 20 advisors at ATB Wealth, composed of one or more client-facing roles across Central Alberta. The role provides coaching to advisors on their book of business including fostering high performance, facilitating partnerships, communicating ideas and generally promoting the consistent execution of a great client experience that leads to positive business results.

The ideal location for this leader would be somewhere within Northwest Alberta( or Edmonton) as they will be leading a team across Northwest Alberta.

Accountabilities

• Tailored coaching and performance management of advisors to build an engaged and productive team delivering the desired client experience.
• Building an advisor talent pipeline in the market geography and leading the selection of client-facing advisors according to key attributes.
• Implementation and monitoring of ATB Wealth's service commitments to clients including communicating best practices.
• Acting as an escalation point for advisors on urgent and important day-to-day issues that require management action.
• Representing ATB Wealth the market to use influence for a positive impact.
• Facilitating collaboration in the market between different client-facing roles in ATB Wealth and ATB Financial as a whole.
• Business planning work with advisors and contributing to the Regional business plan.
• Connecting advisors to the right specialist resources in ATB Wealth to close knowledge gaps, promote specialization and encourage development.
• Managing advisor teaming scenarios.
• Guiding segmentation activity in the market to ensure the right client connects with the right advisor Collaborate with other ATB team members with a particular focus on.

Skills, Experience & Requirements

• Must have over 10 years of wealth management, banking, and/or financial lending experience with a minimum of 4 years within wealth management.
• In-depth understanding of wealth management in Alberta and beyond in regards to client experience, sales, compliance and products.
• Demonstrated ability to lead, motivate and influence advisors and an ability to hold a team accountable in the right way to measurable goals and a high level purpose.
• CFP, CIM, or CFA designations are considered 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.

If you need any accommodations throughout this process, please let us know at [e-mail]