Financial Advisor Wealth Advice Centre

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.