Senior Wealth Architect: Build Client Legacies & Growth

ATB; Fort Saskatchewan; On-site; CAD 90,000 - 120,000; Full time

Job summary

ATB Wealth is seeking a Senior Financial Advisor to guide clients through complex financial decisions, building integrated advice that feels personal rather than institutional. You’ll craft strategies, design investment plans and grow your book of business with autonomy and support from a major Canadian financial institution.

You’ll collaborate across specialists, listen deeply to client goals, and manage the advisory process with integrity.

Qualifications

• Develop and grow a personal book of business through networking and referrals.
• Build and sustain client relationships with effective communication.
• Meet or exceed sales targets and revenue goals.
• Leverage COI networks to generate opportunities.
• Demonstrate strong verbal, written, and presentation skills.
• Proficient use of virtual communication tools for client meetings.
• Stay highly organized and meet deadlines.
• 5–7+ years in financial services sales, preferably wealth management.
• Ability to obtain RR registration with CIRO.
• Undergraduate degree in Commerce, Economics, or Business (equivalents considered).
• QAFP and/or CFP designation would be assets.

Responsibilities

• Deliver holistic financial planning and investment design for clients.
• Proactively manage client relationships and provide guidance.
• Collaborate with internal teams to meet client needs.
• Engage clients to build trust and long-term relationships.
• Oversee end-to-end advisory workflow and service delivery.

Skills

Book of business development

Relationship building

Sales goal achievement

COI network

Verbal, written & presentation skills

Virtual communication tools

Time management

Wealth management sales experience

CIRO RR registration ability

Education

Bachelor's degree in Commerce, Economics or Business

Tools

CRM software

Job description

ATB Wealth is seeking a Senior Financial Advisor to guide clients through complex financial decisions, building integrated advice that feels personal rather than institutional. You’ll craft strategies, design investment plans and grow your book of business with autonomy and support from a major Canadian financial institution.

You’ll collaborate across specialists, listen deeply to client goals, and manage the advisory process with integrity.