Financial Advisor, ATB Wealth Advice Center
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: REQ1710
Location: Calgary and Work from Home
Apply by: April 22, 2021
Paygrade: J-OTH
# Positions available: 2
Leader Name: Jeannette Jervis
ATB Wealth is the wealth management division of ATB Financial. Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live. You can read about our services and our team to learn more.
Under the direction of the Director, ATB Wealth Advice Centre, the Financial Advisor role is responsible for supporting new and existing clients with investment advice for our inbound Wealth Advice Centre . In addition, the role is also responsible for sourcing sales opportunities through internal partnerships and proactive client contact. This position will uncover customer needs, provide investment advice, deliver financial planning education and recommend digital investment solutions including ATB Prosper.
Requirements
Financial Advisor Accountabilities:
- A thorough knowledge of all wealth management solutions and tools
- Strong work ethic with an ability to stay focused through periods of high call volume and under demanding circumstances
- Exceptional client experience and proactive sales abilities with the ability to meet or exceed required sales goals
- Effective relationship building, communication, and discovery skills with clients through virtual means
- Ability to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role.
- A post secondary degree education is preferred to meet the future requirements of the CFP designation.
- Minimum 3 years of related wealth management experience is preferred
- A valid completion of the Canadian Securities Course is a requirement
- Ability to be immediately registered with IIROC with current CSC
- Conduct and Practices Handbook + 90 day training + Wealth Management Essentials Course is preferred but not required
- Previous industry and virtual (ie: online chat, telephone) customer service related experience would be an asset
- Able to work shift work as required
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.