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: REQ1733
Location: Grande Prairie, Alberta
Paygrade: K-OTH
# Positions available: 1
Leader Name: Paul Schneider
Apply by: May 5, 2021
As ATB Wealth’s next Financial Advisor you will be working under the leadership of the Managing Director, Sales 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
Financial Advisor Accountabilities:
- 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
- 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
- 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
This role offers a base salary plus variable pay
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.