Financial Advisor Wealth Advice Centre

Résumé du poste

The Financial Advisor will support clients through digital channels by providing investment advice, financial education, and uncovering client needs. They are responsible for sourcing sales opportunities and maintaining compliance with investment regulations and internal policies.

Détails du poste

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 Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. In addition, you will be responsible for sourcing sales opportunities through internal partnerships and/or suitability conversations with clients. Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live. Accountabilities Provide exceptional client experience and meet or exceed established sales targets. Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings. Timely delivery of expert financial advice and support to clients through a variety of digital channels. Able to adhere to set working schedule that’s built 5 weeks out in advance. Robust client conversations to confirm product suitability and fulfill your regulatory duty of care. Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement. Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role Skills, Experience & Requirements Thorough knowledge of wealth management solutions and tools Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts Holistic approach to client discovery and analysis Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances Effective relationship building, communication, and discovery skills through virtual means Ability to embrace technology to maximize productivity and enhance processes Ability to work independently and an aptitude for cross functional collaboration with teams Growth mindset and the ability to make client-focused, data driven decisions High level of accuracy and attention to detail Exceptional written and verbal communication skills Completion of a two-year college diploma (financial services) or bachelor’s degree Minimum 4 years of related wealth management experience is preferred Immediate CIRO registration through one of the following: Currently a Registered Representative (RR) through CIRO, 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) OR Successfully passed the CFA Program Level I OR Chartered Investment Manager Designation (CIM®) Pursuing the QAFP or CFP certification is expected as part of this role Ability to work shift work including Tuesday, Wednesday and Thursday evenings Working knowledge of Salesforce and Dataphile considered a strong asset Past work experience in a call center environment would also be an asset 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 talentteam@atb.com 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.

Ce que vous ferez

The Financial Advisor will support clients through digital channels by providing investment advice, financial education, and uncovering client needs. They are responsible for sourcing sales opportunities and maintaining compliance with investment regulations and internal policies.

Exigences

Candidates must have a two-year college diploma or bachelor's degree and at least 4 years of wealth management experience. Immediate CIRO registration or eligibility for specific regulatory exams is required for this role.

Avantages

• Flexible work programs • Inclusive work environment • Learning and development opportunities • Performance enablement

Compétences indiquées

• Compliance · Souhaitée
• Vente · Souhaitée
• Relationship Building · Souhaitée
• Salesforce · Souhaitée
• Cross-Functional Collaboration · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth management
• Investment advice
• Financial education
• Sales
• Relationship building
• Virtual communication
• Mutual funds
• Compliance
• Data-driven decision making
• Salesforce
• Dataphile
• Client discovery
• Regulatory duty of care
• Investment regulations
• Cross-functional collaboration
• Outbound Calls
• Financial Advising
• Inbound Calls
• Cross-Functional Collaboration
• Workplace Inclusivity
• Mental Concentration
• Growth Mindedness
• Digital Channels
• Ethical Standards And Conduct
• Strong Work Ethic
• Shift Work
• Data-Driven Decision Making
• Reconciliation
• Call Center Experience
• Certified Financial Planner
• Chartered Financial Analyst
• Customer Service
• Communication
• Equities
• Financial Services
• Financial Education
• Wealth Management
• Registered Representative (Securities)
• Relationship Building
• Suitability Analysis
• Verbal Communication Skills
• Securities (Finance)
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Wealth Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors