Wealth Advisor

ATB; Rocky Mountain House; On-site; CAD 80,000 - 120,000; Full time

Job summary

ATB Wealth Advisor role based in Alberta involves delivering investment advice and holistic financial planning for existing and prospective clients. You will work within a branch network to provide a seamless One ATB experience, collaborating with advisors and private counselors to build trust and drive growth.

Ideal candidates have 5+ years in financial services, CIRO registration or active pursuit of required exams, and an undergraduate degree in Commerce/ Economics/ Business.

Qualifications

• 5 years of sales and customer experience in financial services.
• CIRO RR registration or completing required exams.
• CSC, Conduct, Practices Handbook, and Wealth Management Essentials completed within the last 3 years or enrolled in 2026 requirements.

Responsibilities

• Deliver exceptional financial advice and planning to clients.
• Drive growth through new client acquisition and referrals.
• Collaborate with branch teams and senior advisors to connect clients with solutions.
• Coach and mentor staff to improve financial literacy and client experience.

Skills

Relationship building

Communication

Sales experience

Tech literacy

Education

CIRO registration (RR)

Canadian Securities Course (CSC)

Wealth Management Essentials

CIRE & RSE (2026 requirements)

Undergraduate degree in Commerce / Economics / Business

Job description

Job ID3357Work TypeOnsiteBusiness unitNational Advisory ServicesPay gradeK - OTHApply before10 October 2026Number of openings1Posting typeInternal & ExternalAt 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 RoleAs 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.This role supports our branches in Red Deer & Rocky Mountain House.AccountabilitiesDeliver 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 & Requirements5 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 CIROCompletion 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] in touchWe’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.