Strategic Business Leader

3 weeks ago


Edmonton, Alberta, Canada ATB Financial Full time

At ATB, we strive to empower our team members to make a meaningful impact in the lives of our clients and communities. Our high-performance culture is built on three key commitments: enabling success, interesting and challenging work, and performance enablement. We're committed to building a workforce that reflects our communities and provides our team members with the tools they need to succeed.

Key Responsibilities
  • Develop and implement business plans with advisors to drive growth and deliver exceptional client experiences.
  • Lead the selection and development of client-facing advisors, focusing on key attributes and performance enablement.
  • Act as an escalation point for advisors, providing guidance and support on urgent and important day-to-day issues.
  • Contribute to regional business planning and manage advisor teaming scenarios.
  • Stay up-to-date on wealth management trends and best practices in Alberta and beyond.
Requirements
  • Minimum 10 years of experience in wealth management, banking, or finance.
  • CFP designation considered an asset.
  • Completion of the Branch Managers Course (BMC) considered an asset.

We're dedicated to creating a culture where our team members can thrive and make a difference in their communities.



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