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Added 1 hour ago
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
Full-time
Strong understanding of financial services, investment products, capital raising, and advisor distribution channels.
Added 1 hour ago
Financial Advisor - Richmond Hill Main Branch - Richmond Hill, ON
Scotiabank
Richmond Hill, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Business Advisor - Westlock, AB
Scotiabank
Edmonton, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Business Advisor- University Plaza
Scotiabank
Hamilton, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
Director Sales, Asian Markets
Pier 4 Ltd
Toronto, ON
Full-time
Strong understanding of financial services, investment products, capital raising, and advisor distribution channels.
Added 5 hours ago
Financial Advisor - Carbonear, Newfoundland
Scotiabank
Carbonear, NL
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
Senior Financial Advisor - Nored Plaza, Nanaimo, BC
Scotiabank
Nanaimo, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Financial Advisor Trainee - Huntsville Place Mall Branch
Scotiabank
Huntsville, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
Financial Advisor - Parkdale & Stewart Branch, Brockville, Ontario
Scotiabank
Brockville, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Territory Coordinator
CIBC
Toronto, ON
Full-time
Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of…
Added 20 hours ago
Financial Advisor - Westlock, AB
Scotiabank
Westlock, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Citi Private Bank | UHNW Investment Counselor
Citi
Vancouver, BC
Full-time
Deepen existing client relationships by delivering proactive, insight-led investment guidance and developing solutions that integrate wealth planning with private banking services.
Added 1 day ago
Citi Private Bank | UHNW Investment Counselor
Citi
Toronto, ON
Full-time
Deepen existing client relationships by delivering proactive, insight-led investment guidance and developing solutions that integrate wealth planning with private banking services.
Added 1 day ago
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Scotiabank
Whitehorse, YT
Full-time
“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and…
Added 1 day ago
Virtual Investment & Personal Banking Specialist
Scotiabank
Montreal, QC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Financial Advisor - Millwoods Town Centre Branch, Edmonton, AB
Scotiabank
Edmonton, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Financial Advisor - Beechwood, Waterloo, Ontario
Scotiabank
Waterloo, ON
Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
St. Catharines, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Financial Advisor - Beechwood, Waterloo, Ontario
Scotiabank
Waterloo, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Financial Advisor - Amherstburg, Ontario
Scotiabank
Amherstburg, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Financial Advisor, Garden City Square, Winnipeg, MB
Scotiabank
Winnipeg, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Business Advisor - Truro, NS
Scotiabank
Truro, NS
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
ON · Caledonia, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Financial Advisor - Bedford, NS
Scotiabank
Bedford, NS
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Wealth Advisor
ATB
Ponoka, AB
Full-time
As ATB's next Wealth 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…

ATB Financial

Wealth Advisor

Red Deer, AB, Canada

Job type: Full-time
Apply by: Oct 25, 2026
Experience: 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
Posting language: English
Posted: Sep 25, 2026

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Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB's next Wealth 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 is a sales-driven, client-focused role that blends advisory expertise with relationship management. 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. Within the branch, you will coach and influence advisors, foster a culture of collaboration, and contribute to an exceptional client experience that reflects ATB’s commitment to helping Albertans make their time richer, happiness deeper, and aspirations closer.

Accountabilities

Deliver exceptional financial advice and planning by deeply understanding each client’s goals, priorities, and life stage - helping them build wealth, protect what matters, and achieve their dreams.
Drive growth through sales and new client acquisition, actively prospecting and developing relationships with existing clients, referrals, and centers of influence within the community.
Partner and collaborate across ATB, working closely with branch teams, business banking, and Senior Financial Advisors to connect clients with the right experts and solutions for a seamless One ATB experience.
Champion client experience by providing trusted, personalized guidance that simplifies financial decisions and builds long-term confidence and loyalty.
Be a visible leader within your community, engaging in local events, sponsorships, and networking opportunities that strengthen ATB’s presence and commitment to helping Albertans thrive.
Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance.
Leverage technology and data insights to manage your pipeline, track progress, and deliver efficient, impactful client interactions.
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.

Skills, Experience & Requirements

5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
Immediate CIRO registration through one of the following:

Currently a Registered Representative (RR) through CIRO
Completion of Canadian Securities Course, Conduct, Practices Handbook Course, and Wealth Management Essentials within the last 3 years;
OR New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE).

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.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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More about this job

Responsibilities

Provide personalized investment advice and financial planning to existing and prospective clients, while growing the client base through prospecting, referrals, and community relationships. Collaborate with branch and specialist teams, coach colleagues, and use technology and data to deliver a strong client experience and support sales performance.

Requirements

Requires at least five years of sales and customer experience in financial services, preferably wealth management, along with current or qualifying CIRO registration or completion/enrollment in the specified exams and courses. An undergraduate degree in a related field or equivalent experience is expected; pursuing QAFP and CFP designations is also expected.

Skills

Financial Advice
Holistic Financial Planning
Wealth Management
Sales
Client Acquisition
Relationship Management
Prospecting
Client Experience
Communication
Discovery Skills
Coaching And Mentoring
Referral Development
Community Networking
Pipeline Management
Technology Adoption
Data Insights

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advice
Financial Planning
Client Acquisition
Sales
Relationship Management
CIRO Registration
Registered Representative
Canadian Securities Course
Conduct And Practices Handbook Course
Wealth Management Essentials
Canadian Investment Regulatory Exam
Retail Securities Exam
QAFP
CFP
Centers Of Influence
Referral Development
Pipeline Management
Data Insights
Business Banking
Client Experience
Financial Literacy
Community Networking

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