Market Director, Advisory Services - Northern Alberta

Market Director, Advisory Services - Northern Alberta
ATB Financial, Canada

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Mar 5, 2021
Last Date
Apr 5, 2021
Location(s)

Job Description

Listening to Albertans. Going deeper to understand who they are and where they’re going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.

Job Number: REQ1475

Location: Northern Alberta (Edmonton or Grande Prairie)

Apply by: March 12, 2021

Paygrade: N-OTH

# Positions available: 1

Leader Name: Gord McQueen


As ATB Wealth’s next Market Director you will provide primary leadership to a group of about 20 advisors in ATB Wealth composed of one or more client-facing roles in a defined geographic market. The role provides coaching to advisors on their book of business including fostering high performance, facilitating partnerships, communicating ideas and generally promoting the consistent execution of a great client experience that leads to positive business results.

Requirements

Market Director Accountabilities:

  • Tailored coaching and performance management of advisors to build an engaged and productive team delivering the desired client experience
  • Building an advisor talent pipeline in the market geography and leading the selection of client-facing advisors according to key attributes
  • Implementation and monitoring of ATB Wealth’s service commitments to clients including communicating best practices
  • Acting as an escalation point for advisors on urgent and important day-to-day issues that require management action
  • Representing ATB Wealth the market to use influence for a positive impact
  • Facilitating collaboration in the market between different client-facing roles in ATB Wealth and ATB Financial as a whole
  • Business planning work with advisors and contributing to the market business plan
  • Connecting advisors to the right specialist resources in ATB Wealth to close knowledge gaps, promote specialization and encourage development
  • Managing advisor teaming scenarios
  • Guiding segmentation activity in the market to ensure the right client connects with the right advisor
  • Collaborate with other ATB team members with a particular focus on the business line leaders, Mastery coaches, banking leaders and field marketing

Competencies and Skill Sets

  • In-depth understanding of wealth management in Alberta and beyond in regards to client experience, sales, compliance and product
  • Demonstrated ability to lead, motivate and influence advisors and an ability to hold a team accountable in the right way to measurable goals and a high level purpose

Designations and Training

  • Minimum ten years of experience in wealth management, banking or finance
  • CFP designation

At ATB, we know that highly talented people can readily transfer their skills. If you believe your skills and experience are transferable, please consider putting your name in the running.

Online applications are preferred.

Benefits

Purpose. Growth. Advancement. Fun. Rewards learn about our perks and benefits.

A little about ATB:

We are Alberta’s largest, home grown financial institution and for the last 80+ years, we’ve transformed people’s understanding of what banking canand shouldmake possible. Today, 5,500+ ATB team members embrace a growth mindset in order to help bring ATB’s story to life, delivering happiness to our customers and team members alike. It’s why we’re also a highly sought after, award-winning employer. The best part is, we’re just getting started. Join us, and create happiness.

To learn more about atb, visit atb.com.

What happens next?

If you make the shortlist for this role, you will hear from us within 10 business days of the posting close date. We will also keep your application on file for future roles that you may wish to consider.

We are also an equal opportunity employer. Find out more about what to expect when applying.

If your application is shortlisted, we might ask you to participate in a digital interview.

Stay in touch!

ATB is happy to know you’re interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.

Job Specification

Job Rewards and Benefits

ATB Financial

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