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Executive Leader in Wealth Management

1 week ago

Edmonton, Alberta, Canada ATB Financial Full time

ATB Financial is dedicated to making a difference in the lives of our clients, team members, and communities. Our purpose is a guiding force behind every decision we make, driving us to deliver exceptional experiences.

About the Role

This leadership position plays a crucial role in shaping the success of our team. As a Regional Director, you will oversee a group of approximately 20 advisors in a specific geographic area, focusing on building a high-performing team, fostering partnerships, and delivering a seamless client experience.

Key Responsibilities
  • Tailor coaching and performance management to meet the needs of each advisor, promoting engagement and productivity
  • Develop and implement strategies to attract and retain top talent in the region
  • Ensure effective communication and execution of service commitments to clients
  • Provide support and guidance to advisors facing challenges or uncertainty
  • Represent ATB Wealth in the community, leveraging your expertise to drive growth and innovation
  • Facilitate collaboration between teams, ensuring a cohesive approach to client service
  • Work closely with advisors to develop and execute regional business plans
  • Identify opportunities for advisors to enhance their skills and knowledge, connecting them with relevant resources
  • Manage complex scenarios involving multiple advisors
  • Streamline client connections by optimizing segmentation and matching processes
Qualifications

To succeed in this role, you'll need:

  • A deep understanding of the wealth management industry, including sales, compliance, and product expertise
  • Proven leadership abilities, with a track record of motivating and influencing teams