Sr Financial Advisor

ATB

Job title:

Sr Financial Advisor

Company

ATB

Job description

Proven ability to develop your book of business through leveraging community networks. Effective relationship building, communication and discovery skills. Ability to meet or exceed required sales goals. An established COI network. Exceptional verbal, written and presentation skills. Demonstrated proficiency with the use of virtual communication tools. Highly organized and able to meet time sensitive deadlines. 10 years of sales and customer experience in the financial services industry (preferably Wealth Management) with proven ability to develop and grow a book of investment clients. Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered). Completed or working towards the QAFP and/or the CFP designation would be considered an asset. 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.

Expected salary

Location

Edmonton, AB

Job date

Thu, 26 Jun 2025 22:21:32 GMT

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