Wealth Architect: Grow Your Book & Build Legacies (Remote/Onsite)

ATB Financial; Fort McMurray; Hybrid; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Job summary

ATB Financial is seeking a Senior Financial Advisor to guide clients through holistic wealth planning and investment design, building trusted relationships and delivering tailored advice in a dynamic environment.

Based in Fort McMurray, this role blends remote and onsite work with support from ATB Wealth's experts, enabling integrated, personal financial strategies aligned with client goals.

Qualifications

• 7+ years of sales and customer experience in financial services, ideally wealth management.
• Proven ability to grow and manage a book of investment clients.
• Established COI network to drive business development.
• Excellent verbal, written and presentation skills.
• Strong relationship-building and discovery capabilities.
• Proficiency with virtual communication tools and CRM systems.
• Able to meet and exceed sales goals and deadlines.
• Eligible to be registered as an RR through CIRO.

Responsibilities

• Holistic Financial Planning & Investment Design: Deliver comprehensive, tailored financial strategies and complex investment solutions, including mutual funds and securities, that support long-term wealth goals and adapt to evolving client complexity.
• Proactive Client Relationship Management: Anticipate client needs by providing timely, value-added guidance that connects personal aspirations to financial strategy and ensures a supportive client journey.
• Cross-Functional Collaboration: Utilize strong business judgment to coordinate with internal teams, driving client-focused results and ensuring seamless operational execution.
• Client Engagement & Trust Building: Proactively engage clients to challenge and refine their financial decisions, fostering deep, long-term trust and ensuring their best interests remain at the heart of every interaction.
• Operational & Advisory Workflow: Efficiently manage the end-to-end financial planning process, ensuring accurate service delivery while prioritizing meaningful client interactions.

Skills

Relationship building

Communication skills

Discovery

Sales goal achievement

COI network

Presentation skills

Virtual communication tools

Time management

Wealth management experience

CIRO RR registration eligibility

Education

Bachelor's degree in Commerce, Economics, or Business

QAFP/CFP designation (asset)

Job description

ATB Financial is seeking a Senior Financial Advisor to guide clients through holistic wealth planning and investment design, building trusted relationships and delivering tailored advice in a dynamic environment.

Based in Fort McMurray, this role blends remote and onsite work with support from ATB Wealth's experts, enabling integrated, personal financial strategies aligned with client goals.