Senior Wealth Advisor — Hybrid: Remote & Onsite Impact

Avenue.io Inc.; Fort McMurray; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

ATB Wealth in Fort McMurray is seeking a Senior Financial Advisor to craft integrated financial plans and manage client portfolios. You will act as the bridge between clients’ dreams and our internal experts, delivering personalized, holistic advice with autonomy and accountability.

Based in Fort McMurray, you’ll work both remote and onsite, with onsite time tied to responsibilities. The ideal candidate has 5–7+ years in financial services sales, an undergraduate degree in

Qualifications

• Proven ability to develop your book of business via community networks.
• Excellent relationship-building, communication and discovery skills.
• Ability to meet or exceed sales goals.
• Established COI network.
• Exceptional verbal, written, and presentation skills.
• Proficiency with virtual communication tools.
• Highly organized and deadline-driven.
• 5–7+ years in sales and customer experience in financial services

Responsibilities

• Deliver holistic financial planning and investment design for clients.
• Proactively manage client relationships and journeys.
• Coordinate with internal teams to deliver integrated advisory services.
• Engage clients to build trust and refine financial decisions.
• Oversee end-to-end advisory workflow with client-centric delivery.

Skills

Relationship building

Communication skills

Discovery skills

Sales ability

COI network

Verbal & written skills

Virtual communication tools

Organizational skills

Education

Undergraduate degree in Commerce/Economics/Business

QAFP and/or CFP designation (asset)

Tools

CRM software

Video conferencing tools

Job description

ATB Wealth in Fort McMurray is seeking a Senior Financial Advisor to craft integrated financial plans and manage client portfolios. You will act as the bridge between clients’ dreams and our internal experts, delivering personalized, holistic advice with autonomy and accountability.

Based in Fort McMurray, you’ll work both remote and onsite, with onsite time tied to responsibilities. The ideal candidate has 5–7+ years in financial services sales, an undergraduate degree in