Senior Financial Advisor
ATB Financial, Canada
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: REQ1533
Location: Calgary, AB
Apply by: March 19, 2021
Paygrade: L-OTH
Leader Name: Chris Harrison
As ATB Wealth’s next Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the idea of having a lot of autonomy while working for an award winning company?
Intrigued? Interests piqued? Then keep reading
Are you someone that is able to listen to what is being said and what isn’t? You believe in taking the time to understand your clients’ needs and goals to help make their time richer, their aspirations closer and their happiness deeper. You appreciate the value internal experts can provide your clients, and are skilled at working together to develop an integrated advice offering. If this sounds like you, then ATB Wealth is THE place to work.
Requirements
Sr Financial Advisor Accountabilities:
- Proven ability to develop your book of business through leveraging community networks.
- Effective relationship building, communication and discovery skills.
- Ability to meet or exceed required sales goals
- An established COI network.
- Exceptional verbal, written and presentation skills
- Demonstrated proficiency with the use of virtual communication tools
- Highly organized and able to meet time sensitive deadlines
- 10 years of sales and customer experience in the financial services industry (preferably Wealth Management) with proven ability to develop and grow a book of investment clients.
- Ability to be immediately registered with IIROC (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
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.