Financial Advisor Wealth Advice Centre

4 weeks ago

Calgary, Canada ATB Financial Full time

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 ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
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 at work. We'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.
- About the rolePlease note: this is a temporary 16-month term position

ATB 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.
- 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 & requirementsYou are &/or have:

- A thorough knowledge of wealth management solutions and tools
- A deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
- A 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
- The ability to embrace technology to maximize productivity and enhance processes
- The ability to work independently and an aptitude for cross functional collaboration with teams
- A growth mindset and the ability to make client-focused, data driven decisions
- A high level of accuracy and attention to detail
- Exceptional written and verbal communication skills

**Requirements**:

- Completion of a two-year college diploma or bachelor’s degree
- Minimum 3 years of related wealth management experience is preferred
- Completion of the Canadian Securities Course (CSC) within the last 3-years
- Completion of the Conduct and Practices Handbook, Investment Advisors Training Program (90-Day) and/or Wealth Management Essentials course is preferred but not required
- Able 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?

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 Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

  • Financial Advisor Wealth Advice Centre

    3 months ago

    Calgary, Canada ATB Financial Full time

    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 ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Wealth Advisor

    3 months ago

    Calgary, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Wealth Planning Advisor

    2 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...

  • Wealth Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada BMO Financial Group Full time

    **Role Overview**The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, responsible for delivering exceptional wealth planning solutions to our clients.As a Wealth Planning Advisor, you will be part of a dynamic team that provides personalized support to our clients, helping them achieve their financial...

  • Wealth Planning Associate

    1 month ago

    Calgary, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Senior Wealth and Investment Advisor

    2 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.Job SummaryWe are seeking an experienced Senior Wealth and Investment Advisor to join our team in Calgary. The ideal candidate will have...

  • Financial Advisor

    3 weeks ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    6 months ago

    Calgary, Canada Scotiabank Full time

    Requisition ID: 172318 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor Associate, Support Team

    3 months ago

    Calgary, Canada ATB Financial Full time

    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 ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Senior Advisor Investment and Financial planning

    4 weeks ago

    Calgary, Canada MD Financial Management Full time

    Requisition ID: 209443 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Calgary. Reporting to the Regional Manager,...

  • Senior Wealth Management Specialist

    4 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Exciting Opportunity for a Senior Wealth AdvisorAs a Senior Wealth Advisor at Scotiabank, you will be responsible for providing expert financial planning and wealth management services to clients. Your primary goal will be to help clients achieve their financial goals through comprehensive financial planning and investment advice.Main...

  • Financial Advisor

    6 months ago

    Calgary, Canada Evermark Financial Full time

    Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...

  • Financial Advisor Assistant

    2 weeks ago

    Calgary, Canada Raymond James Financial, Inc. Full time

    **Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Wealth Advisor

    3 months ago

    Calgary, Canada the Ladders Full time

    Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique

  • Everyday Banking Advisor 1

    3 weeks ago

    Calgary, Canada ATB Financial Full time

    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 ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Everyday Banking Advisor 1

    1 month ago

    Calgary, Canada ATB Financial Full time

    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 ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Insurance Advisor

    2 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Company OverviewAt Royal Bank of Canada, we're committed to delivering exceptional financial services that meet our clients' evolving needs. Our Field Sales team is looking for talented individuals who share our passion for helping people achieve their financial goals.Estimated SalaryThe estimated annual salary for this role is between $60,000 and $100,000,...

  • Strategic Financial Planner

    2 weeks ago

    Calgary, Alberta, Canada MD Financial Management Full time

    Experience a fulfilling career with MD Financial Management, a renowned division of Scotia Wealth Management, in Calgary.You will play a pivotal role in driving the success of the MD Client Value Performance in Canada by executing specific goals, plans, and initiatives that align with the team's business strategies and objectives. You will work closely with...

  • Inside Wholesaler

    3 months ago

    Calgary, Canada Canada Life Assurance Company Full time

    Inside Wholesaler (Wealth) **Description: - Permanent Full Time- We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler (Regional Sales Representative), you’ll work closely with the outside wholesaler (Regional Sales Manager)...

  • Inside Wholesaler

    2 months ago

    Calgary, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler (Regional Sales Representative), you’ll work closely with the outside wholesaler (Regional Sales Manager) and the sales support team to create greater...