Senior Wealth Advisor | Build Client Legacies

ATB Financial; Red Deer; On-site; CAD 90,000 - 150,000; Full time

Job summary

ATB Financial in Alberta seeks a Senior Financial Advisor for ATB Wealth to craft integrated financial plans and build lasting client relationships. You will bridge clients’ dreams with internal experts, delivering tailored investment solutions and comprehensive wealth guidance.

You’ll lead holistic planning, proactive relationship management, and cross-functional collaboration to grow a robust book of business in a supportive, inclusive environment.

Qualifications

• Proven ability to develop your book of business through community networks.
• Strong relationship-building and discovery skills.
• Ability to meet or exceed sales goals.
• Established COI network.
• Excellent verbal, written and presentation skills.
• Proficient with virtual communication tools.
• Highly organized with strong time-management.
• 5–7+ years in financial services with wealth management focus.

Responsibilities

• Deliver holistic financial planning and investment design tailored to long-term wealth goals.
• Provide proactive client relationship management to align personal aspirations with financial strategy.
• Collaborate cross-functionally with internal teams to ensure seamless client experience.
• Engage clients to challenge and refine financial decisions and build trust.
• Efficiently manage end-to-end advisory workflows and ensure accurate service delivery.

Skills

Relationship building

Sales goals

Networking COI

Verbal & written communication

Time management

Virtual tools proficiency

Organized and deadline-driven

5-7+ years in financial services (Wea

RR registration eligible

Education

Bachelor's degree in Commerce, Economics, Business

QAFP/CFP designation (asset)

Tools

Virtual communication tools

Job description

ATB Financial in Alberta seeks a Senior Financial Advisor for ATB Wealth to craft integrated financial plans and build lasting client relationships. You will bridge clients’ dreams with internal experts, delivering tailored investment solutions and comprehensive wealth guidance.

You’ll lead holistic planning, proactive relationship management, and cross-functional collaboration to grow a robust book of business in a supportive, inclusive environment.