Financial Advisor, Wealth Advice Centre at ATB Financial, Alberta, Canada

Application ends: March 31, 2023
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Job Description

Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.Department: Wealth Advice CentreJob Number: REQ5891Location: Remote within AlbertaApply by: March 28, 2023Paygrade: J – OTHSystem Title: Financial Advisor 5# Positions available: 2Leader Name: Kyle NakagamaATB Wealth is the wealth management division of ATB Financial. 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. You can read about our services and our team to learn more.Under the direction of the Director, ATB Wealth Advice Centre, the Financial Advisor role is responsible for supporting new and existing clients with investment advice for our inbound Wealth Advice Centre . In addition, the role is also responsible for sourcing sales opportunities through internal partnerships and proactive client contact. This position will uncover customer needs, provide investment advice, deliver financial planning education and recommend digital investment solutions including ATB Prosper.RequirementsFinancial Advisor Accountabilities:

  • A thorough knowledge of all wealth management solutions and tools
  • Strong work ethic with an ability to stay focused through periods of high call volume and under demanding circumstances
  • Exceptional client experience and proactive sales abilities with the ability to meet or exceed required sales goals
  • Effective relationship building, communication, and discovery skills with clients through virtual means
  • Ability to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role.
  • A post secondary degree education is preferred to meet the future requirements of the CFP designation.
  • Minimum 3 years of related wealth management experience is preferred
  • A valid completion of the Canadian Securities Course is a requirement
  • Ability to be immediately registered with IIROC with current CSC
  • Conduct and Practices Handbook + 90 day training + Wealth Management Essentials Course is preferred but not required
  • Previous industry and virtual (ie: online chat, telephone) customer service related experience would be an asset
  • Able to work shift work as required

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are a match for this position, please consider applying.Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them to refer you to help your application stand out.Online applications are preferred. Please let us know if you require any accommodations.BenefitsBe great. Be you. Believe.We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.What happens next?Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.Stay in touch!ATB is excited to know you’re interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.

Desired Skills and Experience

  • ATB
  • ATB Financial
  • ATB Wealth
  • Financial Advisor

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