Wealth Advisor

ATB Financial; Red Deer; On-site; CAD 75,000 - 110,000; Full time

Job summary

ATB Financial is seeking a Wealth Advisor to provide investment advice and holistic financial planning for existing and prospective clients. You’ll work under the Regional Director, blending advisory expertise with relationship management across a branch network.

Role emphasizes client experience, collaboration with advisors, and coaching junior staff while driving growth through new business and trusted specialist referrals. A strong CIRO background and ongoing CFP/QAFP pursuit are preferred.

Qualifications

• 5 years of sales and customer experience in financial services (wealth management preferred).
• Immediate CIRO registration through RR, or CIRO exams completed.
• Undergraduate degree in Commerce/Economics/Business or related field.
• Pursuing QAFP/ CFP designation is expected.
• Strong relationship-building and discovery skills.
• Ability to meet/exceed sales goals and develop new opportunities.
• Comfort with using technology to boost productivity and client experience.

Responsibilities

• Deliver exceptional financial advice and planning aligned to client goals.
• Drive growth through new client acquisition and referrals.
• Collaborate with branch teams and specialists for a seamless client experience.
• Coach and mentor colleagues to elevate financial literacy and teamwork.
• Engage with community events and partnerships to strengthen ATB presence.
• Leverage data insights to manage your pipeline and client interactions.

Skills

Sales experience

CIRO registration

Relationship building

Communication skills

Technology adoption

Sales targets

Education

Undergraduate degree in Commerce, Economics, Business or related field

Financial planning designation asset

Tools

CRM software

Financial planning tools

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).

About

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's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients. This is a sales-driven, client-focused role that blends advisory expertise with relationship management. This includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB. You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners. Within the branch, you will coach and influence advisors, foster a culture of collaboration, and contribute to an exceptional client experience that reflects ATB’s commitment to helping Albertans make their time richer, happiness deeper, and aspirations closer.

Accountabilities

• Deliver exceptional financial advice and planning by deeply understanding each client’s goals, priorities, and life stage — helping them build wealth, protect what matters, and achieve their dreams.
• Drive growth through sales and new client acquisition, actively prospecting and developing relationships with existing clients, referrals, and centers of influence within the community.
• Partner and collaborate across ATB, working closely with branch teams, business banking, and Senior Financial Advisors to connect clients with the right experts and solutions for a seamless One ATB experience.
• Champion client experience by providing trusted, personalized guidance that simplifies financial decisions and builds long-term confidence and loyalty.
• Be a visible leader within your community, engaging in local events, sponsorships, and networking opportunities that strengthen ATB’s presence and commitment to helping Albertans thrive.
• Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance.
• Leverage technology and data insights to manage your pipeline, track progress, and deliver efficient, impactful client interactions.
• Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client.
• 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

• 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
• Immediate CIRO registration through one of the following:
• Currently a Registered Representative (RR) through CIRO
• Completion of Canadian Securities Course, Conduct, Practices Handbook Course, and Wealth Management Essentials within the last 3 years;
• OR New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE).
• Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).
• Completed or working towards a financial planning designation would be considered an asset.
• Effective relationship building, communication and discovery skills. This will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization.
• The ability to meet or exceed required sales goals, by continuously driving to find opportunities to reach new customers.
• Ability to embrace existing technology to maximize productivity, enhance processes and support our client experience.
• Pursuing the QAFP and CFP designation is expected as part of this role.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity‑seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

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.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.