Sr Financial Advisor (Investment Advisor)

ATB; Calgary; On-site; CAD 90,000 - 150,000; Full time

Job summary

ATB Wealth is seeking a Senior Financial Advisor to lead holistic investment planning for clients in Calgary. You will leverage your proven sales experience and COI network to grow your book while delivering trusted advice.

Located anywhere in Calgary with a flexible hybrid arrangement, you will build meaningful client relationships, understand goals, and guide complex financial solutions, supported by an award-winning organization.

Qualifications

• Develop and grow a financial advisory book through community networks.
• Build strong client relationships and discovery.
• Meet or exceed sales goals.
• Establish COI network and leverage it for client referrals.
• Demonstrate exceptional verbal and written communication and presentation skills.
• Proficient with virtual communication tools and online meetings.
• Highly organized and able to meet deadlines.
• 10+ years in financial services sales, preferably Wealth Management.
• RR registration with CIRO.
• Bachelor’s degree in Commerce/Economics/Business; experience considered.
• QAFP/CFP designation is a plus.

Responsibilities

• Develop holistic investment planning for clients.
• Understand client needs and act in their best interests.
• Earn client trust and challenge financial decisions.
• Help clients connect wealth with life goals across generations.
• Support clients throughout their financial journey.

Skills

Book of business development

Relationship building

Sales targets

COI network

Verbal communication

Written communication

Presentation skills

Virtual communication tools

Time management

10+ years financial services sales

CIRO RR registration

Bachelors in Commerce/Economics/Bus.

QAFP/CFP asset

Education

Undergraduate degree in Commerce/Economics/Business

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 Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the idea of having a lot of autonomy while working for an award winning company?
Intrigued? Interests piqued? Then keep reading.

Are you someone that is able to listen to what is being said - and what isn't? You believe in taking the time to understand your clients, and are skilled at working together to develop an integrated advice offering. If this sounds like you, then ATB Wealth is THE place to work.
Location? We are looking for our new team member to be located anywhere in Calgary, AB as they will be working in a flexible hybrid arrangment with access to offices across the city.

Accountabilities

• Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients' needs as they become more complex.
• Deeply understand our clients and commit to always having their best interests at heart.
• You will work towards earning the trust of our clients, to not just advise clients but to challenge them to make the best financial decisions possible.
• Strive to make our clients time richer, happiness deeper and aspirations closer as we ensure that they are supported throughout their journey.
• Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives.

Skills, experience & requirements

• Proven ability to develop your book of business through leveraging community networks.
• Effective relationship building, communication and discovery skills.
• Ability to meet or exceed required sales goals.
• An established COI network.
• Exceptional verbal, written and presentation skills.
• Demonstrated proficiency with the use of virtual communication tools.
• Highly organized and able to meet time sensitive deadlines.
• 10 years of sales and customer experience in the financial services industry (preferably Wealth Management) with proven ability to develop and grow a book of investment clients.
• Ability to be immediately registered as an RR (Registered Representative) through CIRO.
• Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).
• Completed or working towards the QAFP and/or the CFP designation would be 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.