Job Description
About the Role
As ATB Wealth’s next Senior Financial Advisor, you are invited to run an enterprise under ATB Wealth’s guidance, leveraging your entrepreneurial mindset and enjoying significant autonomy within a celebrated, award‑winning organization.
Location
Required location: Edmonton or surrounding areas (Spruce Grove, Leduc, St. Albert, Fort Saskatchewan, Whitecroft, etc.). The role involves a flexible hybrid arrangement with access to our service‑area offices.
Responsibilities
- Master the basics of holistic investment planning and equip yourself with industry‑leading expertise to support clients whose needs become increasingly complex.
- Deeply understand our clients and always keep their best interests at heart.
- Earn clients’ trust and challenge them to make the best financial decisions possible rather than merely advising.
- Strive to enrich clients’ lives by making their time richer, happiness de...