Financial Advisor - Red Deer, Canada - ATB Financial

ATB Financial

Verified Company

Red Deer, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Our bottom line is different.
There's something special about working at ATB, and it's been recognized on every top employer list that matters.

Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work.

Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.

Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department:
Wealth Advisory

Job Number:
REQ7452

Location:
Red Deer, Ponoka or Lacombe

Onsite:
You'll work primarily from an ATB branch, with some remote flexibility

Paygrade:
K-OTH; this role offers a base salary plus variable pay

System Title:
Financial Advisor 6

Positions available:
[Enter # positions available]

Leader:
Craig Pawlychyn

- _This is an 18 month term opportunity_

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 includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB. You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners, and strengthen our brand presence across Alberta.

You will find success based on your ability to:

Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients' needs as they become more complex
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. You will work towards earning the trust of our clients, to not just advise clients but to challenge them to make the best financial decisions possible
Strive to make our clients time richer, happiness deeper and aspirations closer as we ensure that they are supported throughout their journey
Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives

Requirements:

5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
Ability to be immediately registered with CIRO (completion of Canadian Securities Course and Conduct and Practices Handbook Course)
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. This will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization
The 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 our client experience
Pursuing the QAFP and CFP designation is expected as part of this role

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying

LI-Onsite

Benefits

Be great. Be you. Believe.

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