ATB Financial
Senior Wealth Advisor
Job Description
About the Role As ATB Wealth’s next Senior Financial Advisor, you are invited to run an enterprise under ATB Wealth’s guidance, leveraging your entrepreneurial mindset and enjoying significant autonomy within a celebrated, award‑winning organization.
Location Required location: Edmonton or surrounding areas (Spruce Grove, Leduc, St. Albert, Fort Saskatchewan, Whitecroft, etc.). The role involves a flexible hybrid arrangement with access to our service‑area offices.
Responsibilities
Master the basics of holistic investment planning and equip yourself with industry‑leading expertise to support clients whose needs become increasingly complex.
Deeply understand our clients and always keep their best interests at heart.
Earn clients’ trust and challenge them to make the best financial decisions possible rather than merely advising.
Strive to enrich clients’ lives by making their time richer, happiness deeper, and aspirations closer, ensu...
Location Required location: Edmonton or surrounding areas (Spruce Grove, Leduc, St. Albert, Fort Saskatchewan, Whitecroft, etc.). The role involves a flexible hybrid arrangement with access to our service‑area offices.
Responsibilities
Master the basics of holistic investment planning and equip yourself with industry‑leading expertise to support clients whose needs become increasingly complex.
Deeply understand our clients and always keep their best interests at heart.
Earn clients’ trust and challenge them to make the best financial decisions possible rather than merely advising.
Strive to enrich clients’ lives by making their time richer, happiness deeper, and aspirations closer, ensu...