Wealth Advisor: Grow Clients' Wealth & Confidence

ATB Financial; Ponoka; On-site; CAD 70,000 - 110,000; Full time

Job summary

ATB Financial is seeking a Wealth Advisor to deliver investment advice and holistic financial planning for existing and prospective clients. This client-focused, sales-driven role blends advisory expertise with relationship management within ATB’s branch network.

You will coach advisors, collaborate with specialists, and proactively develop centers of influence to enhance the client experience and drive growth. A commitment to ethical client outcomes is essential.

Qualifications

• 5 years of sales and customer experience in financial services (preferably Wealth Management).
• Undergraduate degree in Commerce, Economics, Business or a related field.
• CIRO registration or related securities course requirements.
• Pursuing QAFP/CFP designation is beneficial.
• Strong relationship-building and communication skills.

Responsibilities

• Deliver personalized financial advice and planning for clients across life stages.
• Grow the client base through proactive prospecting and referrals.
• Collaborate with branch teams and senior advisors for seamless client experience.
• Mentor and coach staff to improve financial literacy and sales effectiveness.
• Leverage data and technology to manage client pipelines and interactions.

Skills

Relationship building

Communication skills

Sales drive

Financial planning knowledge

Tech proficiency

Education

Undergraduate degree in Commerce, Economics, Business or related field

CIRO registration / Canadian Securities Course

Pursuing QAFP/CFP designation

Tools

CRM software

Wealth management tools

Job description

ATB Financial is seeking a Wealth Advisor to deliver investment advice and holistic financial planning for existing and prospective clients. This client-focused, sales-driven role blends advisory expertise with relationship management within ATB’s branch network.

You will coach advisors, collaborate with specialists, and proactively develop centers of influence to enhance the client experience and drive growth. A commitment to ethical client outcomes is essential.