Financial Advisor, ATB Wealth
ATB Financial
Medicine Hat, AB, CA T1A 0C6
17d ago

Job Description

ATB is more than just a bank. And ATB Wealth is more than just a wealth management firm. Our financial advisors are deeply committed to listening to their clients, to understanding their savings and investment goals, helping them when times are good and challenging them when times are not.

Because at ATB, doing what is right for Albertans and providing them with an outstanding experience is what we do. We know that reaching our goal depends directly on the quality of our people, and that is why we strive to attract, retain, and develop the best talent available.

Are you motivated to go above and beyond for your clients? Do you listen to what is being said and what isn’t, and take the time to understand your clients’ needs and goals to recommend appropriate planning strategies and investment solutions?

We are looking for Financial Advisors who are passionate about educating their clients in financial planning principles and wealth management concepts to help them become better investors.

If this sounds like you, ATB Wealth, is THE place to work.

As a Financial Advisor with ATB Wealth you will be working under the leadership of the Managing Director, Sales and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients.

This includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB.

You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners, and strengthen our brand presence across Alberta.

You will find success based on your ability to :

  • Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients’ needs as they become more complex
  • Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client
  • Deeply understand our clients and commit to always having their best interests at heart. You will work towards earning the trust of our clients, to not just advise clients but to challenge them to make the best financial decisions possible
  • Strive to make our clients time richer, happiness deeper and aspirations closer as we ensure that they are supported throughout their journey
  • Help them connecting the dots between their wealth and aspirations and support them at every stage of their lives
  • Job Requirements

    As the ideal candidate you possess :

  • 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
  • Ability to be immediately registered with IIROC (completion of Canadian Securities Course and Conduct and Practices Handbook Course)
  • Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered)
  • Completed or working towards a financial planning designation would be considered an asset
  • Effective relationship building, communication and discovery skills. This will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization
  • The ability to meet or exceed required sales goals, by continuously driving to find opportunities to reach new customers
  • Ability to embrace existing technology to maximize productivity, enhance processes and support our client experience
  • So what can ATB Financial offer you? Big-time opportunities for career advancement, a flexible and supportive work environment, outstanding employee recognition programs, and we promise you’ll never have to move to Toronto for a promotion.

    As an award-winning employer-of-choice we have the best of the best working for Albertans. Sound like a team you want to be a part of?

    Advancement. Fun. Rewards We get it.

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