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Financial Advisor Wealth Advice Centre

ATB · Airdrie, AB, Canada · Alexis Whitecourt 232, AB, Canada · Andrew, AB, Canada · Athabasca, AB, Canada · Banff, AB, Canada · Barrhead, AB, Canada · Beaumont, AB, Canada · Beaverlodge, AB, Canada · Bonnyville, AB, Canada · Bow Island, AB, Canada · Boyle, AB, Canada · Breton, AB, Canada · Brooks, AB, Canada · Calgary, AB, Canada · Camrose, AB, Canada · Canmore, AB, Canada · Cardston, AB, Canada · Caroline, AB, Canada · Carstairs, AB, Canada · Castor, AB, Canada · Chestermere, AB, Canada · Claresholm, AB, Canada · Coaldale, AB, Canada · Cochrane, AB, Canada · Cold Lake, AB, Canada · Consort, AB, Canada · Coronation, AB, Canada · Crossfield, AB, Canada · Didsbury, AB, Canada · Drayton Valley, AB, Canada · Drumheller, AB, Canada · Edmonton, AB, Canada · Edson, AB, Canada · Elk Point, AB, Canada · Fairview, AB, Canada · Falher, AB, Canada · Foremost, AB, Canada · Forestburg, AB, Canada · Fort Macleod, AB, Canada · Fort McMurray, AB, Canada · Fort Saskatchewan, AB, Canada · Fort Vermilion, AB, Canada · Grande Prairie, AB, Canada · Granum, AB, Canada · Grimshaw, AB, Canada · Hanna, AB, Canada · High Level, AB, Canada · High Prairie, AB, Canada · Hinton, AB, Canada · Hythe, AB, Canada · Innisfail, AB, Canada · Jasper, AB, Canada · Killam, AB, Canada · La Crête, AB, Canada · Lac la Biche, AB, Canada · Lacombe, AB, Canada · Lamont, AB, Canada · Leduc, AB, Canada · Lethbridge, AB, Canada · Linden, AB, Canada · Magrath, AB, Canada · Manning, AB, Canada · Mayerthorpe, AB, Canada · Medicine Hat, AB, Canada · Milk River, AB, Canada · Nanton, AB, Canada · Okotoks, AB, Canada · Olds, AB, Canada · Onoway, AB, Canada · Oyen, AB, Canada · Peace River, AB, Canada · Picture Butte, AB, Canada · Pincher Creek, AB, Canada · Ponoka, AB, Canada · Provost, AB, Canada · Raymond, AB, Canada · Red Deer, AB, Canada · Redwater, AB, Canada · Rimbey, AB, Canada · Rocky Mountain House, AB, Canada · Rycroft, AB, Canada · Sherwood Park, AB, Canada · Slave Lake, AB, Canada · Smoky Lake, AB, Canada · Spirit River, AB, Canada · Spruce Grove, AB, Canada · St. Albert, AB, Canada · St. Paul, AB, Canada · Stettler, AB, Canada · Stony Plain, AB, Canada · Strathmore, AB, Canada · Sundre, AB, Canada · Sylvan Lake, AB, Canada · Taber, AB, Canada · Thorsby, AB, Canada · Three Hills, AB, Canada · Tofield, AB, Canada · Trochu, AB, Canada · Two Hills, AB, Canada · Valleyview, AB, Canada · Vegreville, AB, Canada · Vermilion, AB, Canada · Viking, AB, Canada · Vulcan, AB, Canada · Wainwright, AB, Canada · Westlock, AB, Canada · Wetaskiwin, AB, Canada · Wildwood, AB, Canada · AB, Canada · Lloydminster, SK, Canada · Diamond Valley, AB, Canada · Whitecourt, AB, Canada

Apply About employer

ATB

Financial Advisor Wealth Advice Centre

Airdrie, AB, Canada
Alexis Whitecourt 232, AB, Canada
Andrew, AB, Canada
Athabasca, AB, Canada
Banff, AB, Canada
Barrhead, AB, Canada
Beaumont, AB, Canada
Beaverlodge, AB, Canada
Bonnyville, AB, Canada
Bow Island, AB, Canada
Boyle, AB, Canada
Breton, AB, Canada
Brooks, AB, Canada
Calgary, AB, Canada
Camrose, AB, Canada
Canmore, AB, Canada
Cardston, AB, Canada
Caroline, AB, Canada
Carstairs, AB, Canada
Castor, AB, Canada
Chestermere, AB, Canada
Claresholm, AB, Canada
Coaldale, AB, Canada
Cochrane, AB, Canada
Cold Lake, AB, Canada
Consort, AB, Canada
Coronation, AB, Canada
Crossfield, AB, Canada
Didsbury, AB, Canada
Drayton Valley, AB, Canada
Drumheller, AB, Canada
Edmonton, AB, Canada
Edson, AB, Canada
Elk Point, AB, Canada
Fairview, AB, Canada
Falher, AB, Canada
Foremost, AB, Canada
Forestburg, AB, Canada
Fort Macleod, AB, Canada
Fort McMurray, AB, Canada
Fort Saskatchewan, AB, Canada
Fort Vermilion, AB, Canada
Grande Prairie, AB, Canada
Granum, AB, Canada
Grimshaw, AB, Canada
Hanna, AB, Canada
High Level, AB, Canada
High Prairie, AB, Canada
Hinton, AB, Canada
Hythe, AB, Canada
Innisfail, AB, Canada
Jasper, AB, Canada
Killam, AB, Canada
La Crête, AB, Canada
Lac la Biche, AB, Canada
Lacombe, AB, Canada
Lamont, AB, Canada
Leduc, AB, Canada
Lethbridge, AB, Canada
Linden, AB, Canada
Magrath, AB, Canada
Manning, AB, Canada
Mayerthorpe, AB, Canada
Medicine Hat, AB, Canada
Milk River, AB, Canada
Nanton, AB, Canada
Okotoks, AB, Canada
Olds, AB, Canada
Onoway, AB, Canada
Oyen, AB, Canada
Peace River, AB, Canada
Picture Butte, AB, Canada
Pincher Creek, AB, Canada
Ponoka, AB, Canada
Provost, AB, Canada
Raymond, AB, Canada
Red Deer, AB, Canada
Redwater, AB, Canada
Rimbey, AB, Canada
Rocky Mountain House, AB, Canada
Rycroft, AB, Canada
Sherwood Park, AB, Canada
Slave Lake, AB, Canada
Smoky Lake, AB, Canada
Spirit River, AB, Canada
Spruce Grove, AB, Canada
St. Albert, AB, Canada
St. Paul, AB, Canada
Stettler, AB, Canada
Stony Plain, AB, Canada
Strathmore, AB, Canada
Sundre, AB, Canada
Sylvan Lake, AB, Canada
Taber, AB, Canada
Thorsby, AB, Canada
Three Hills, AB, Canada
Tofield, AB, Canada
Trochu, AB, Canada
Two Hills, AB, Canada
Valleyview, AB, Canada
Vegreville, AB, Canada
Vermilion, AB, Canada
Viking, AB, Canada
Vulcan, AB, Canada
Wainwright, AB, Canada
Westlock, AB, Canada
Wetaskiwin, AB, Canada
Wildwood, AB, Canada
AB, Canada
Lloydminster, SK, Canada
Diamond Valley, AB, Canada
Whitecourt, AB, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 2, 2026

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).

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.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the Role

As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc. You will uncover client needs, provide investment advice, and deliver financial education. In addition, you will be responsible for sourcing sales opportunities through internal partnerships and/or suitability conversations with clients.

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.

Accountabilities

Provide exceptional client experience and meet or exceed established sales targets.
Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings.
Timely delivery of expert financial advice and support to clients through a variety of digital channels.
Able to adhere to set working schedule that’s built 5 weeks out in advance.
Robust client conversations to confirm product suitability and fulfill your regulatory duty of care.
Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement.
Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role

Skills, Experience & Requirements

Thorough knowledge of wealth management solutions and tools
Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
Holistic approach to client discovery and analysis
Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
Effective relationship building, communication, and discovery skills through virtual means
Ability to embrace technology to maximize productivity and enhance processes
Ability to work independently and an aptitude for cross functional collaboration with teams
Growth mindset and the ability to make client-focused, data driven decisions
High level of accuracy and attention to detail
Exceptional written and verbal communication skills
Completion of a two-year college diploma (financial services) or bachelor’s degree
Minimum 4 years of related wealth management experience is preferred
Immediate CIRO registration through one of the following:
- Currently a Registered Representative (RR) through CIRO, 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) OR
- Successfully passed the CFA Program Level I OR
- Chartered Investment Manager Designation (CIM®)
Pursuing the QAFP or CFP certification is expected as part of this role
Ability to work shift work including Tuesday, Wednesday and Thursday evenings
Working knowledge of Salesforce and Dataphile considered a strong asset
Past work experience in a call center environment would also be an asset

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 Indigenous 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

The Financial Advisor will support clients through digital channels by providing investment advice, financial education, and uncovering client needs. They are also responsible for sourcing sales opportunities and ensuring all interactions meet regulatory duty of care and compliance standards.

Requirements

Candidates must have a two-year college diploma or bachelor's degree and at least 4 years of wealth management experience. Immediate CIRO registration or eligibility to meet upcoming 2026 regulatory requirements is mandatory.

Skills

Wealth management
Investment advice
Financial education
Sales
Virtual communication
Data-driven decision making
Mutual funds
Compliance
Regulatory knowledge
Salesforce
Dataphile
Financial analysis
Cross-functional collaboration
Attention to detail

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial advisor
CIRO
Mutual funds
Salesforce
Dataphile
Investment accounts
Compliance
Regulatory duty of care
Digital channels
Client experience
Financial services
QAFP
CFP
CFA
CIM
Investment regulations
Sales targets
Virtual meetings
Data-driven decisions

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