Financial Advisor - Wealth

About

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ).

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated 're on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

As ATB Wealth’s next Financial Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients. This is a sales‑driven, client‑focused role that blends advisory expertise with relationship management. You will develop robust external centers of influence, partner with a primary branch network, and collaborate with a team of advisors and private investment counselors to deliver a customer‑obsessed wealth experience.

• Deliver exceptional financial advice and planning by deeply understanding each client’s goals, priorities, and life stage—helping them build wealth, protect what matters, and achieve their dreams.
• Drive growth through sales and new client acquisition, actively prospecting and developing relationships with existing clients, referrals, and centers of influence within the community.
• Partner and collaborate across ATB, working closely with branch teams, business banking, and Senior Financial Advisors to connect clients with the right experts and solutions for a seamless One ATB experience.
• Champion client experience by providing trusted, personalized guidance that simplifies financial decisions and builds long‑term confidence and loyalty.
• Be a visible leader within your community, engaging in local events, sponsor ships, and networking opportunities that strengthen ATB’s presence and commitment to helping Albertans thrive.
• Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance.
• Leverage technology and data insights to manage your pipeline, track progress, and deliver efficient, impactful client interactions.
• 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, earning their trust and challenging them to make the best financial decisions possible.
• Strive to make our clients’ time richer, happiness deeper and aspirations closer as we ensure they are supported throughout their journey.
• Help them connect the dots between their wealth and aspirations and support them at every stage of their lives.

• 5 years of sales and customer experience in the financial services industry (preferably Wealth Management).
• Immediate CIRO registration through one of the following:
  • Currently a Registered Representative (RR) through CIRO.
  • Completion of Canadian Securities Course, Conduct and Practices Handbook Course, and Wealth Management Essentials within the last 3 years.
  • New CIRO requirements effective as of January 1, 2026:
    Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE).
• 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 to establish relationships with centers of influence across the organization.
• 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…