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Added 6 mins ago
Program Manager-Supply Chain- Kanata
Leonardo DRS, Inc.
Ottawa, ON · Kanata, ON
…cost, schedule, and risk management in support of program and business objectives. The position also supports the Director of Supply Chain in terms of occasion backup duties. This role will…
Added 6 mins ago
Material & Price Estimator-Kanata
Leonardo DRS, Inc.
NS · Ottawa, ON · Bedford, Nova · Kanata, ON
…competitive and compliant bids. This role works closely with Business Development, Supply Chain, and other internal stakeholders to ensure material pricing is accurate, timely, and aligned…
Added 6 mins ago
Senior UX Designer
Range
Toronto, ON
Lead UX discovery for complex workflows by deeply understanding user needs, operational constraints, and business goals.
Added 6 mins ago
WK
Lead Technical Product Manager
Wolters Kluwer
Sherbrooke, QC · CAN - Sherbrooke
- Full-time
Build and maintain the vision, strategic roadmap and business case for your portfolio.
Added 6 mins ago
Print Production Field Service Technician - Victoria, BC
Xerox
Victoria, BC
…From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for…
Added 6 mins ago
EG
Telecommunications Engineer - Rail and Transit
Egis Group
Calgary, AB
- $120,000 to $160,000 CAD / year
- Full-time
…certifications, experience, skills, geographic location, performance, and business or organizational…
Added 6 mins ago
T
Personal Banker Trainee - Future Opportunities
TD
Mississauga, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
T
Senior Business Analyst/Data Governance Lead
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
Financial Analyst, Financial Reporting (18 Month Contract)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON
Analyze financial and operational performance trends across banners including Sobeys, Safeway, FreshCo, Foodland, Thrifty Foods, and other business units;
Added 6 mins ago
Lead Network Engineer
Take-Two Interactive Software, Inc.
Toronto, ON
…individual and team development opportunities. Our industry and business are continually evolving and fast-paced, providing numerous opportunities to learn and hone your skills. We work…
Added 6 mins ago
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Senior Software Developer (Atlassian Engineer)
Nasdaq
Toronto, ON
- Full-time
Administer and configure Atlassian tools - including Jira, Jira Service Management, and CMDB - to support evolving business and operational needs.
Added 6 mins ago
A
Manager, ERP Application Support (Distribution)
Acumatica
Montreal, QC
- Full-time
…companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs - featuring intelligent workflows and…
Added 6 mins ago
Sales Consultant Windsor
Tepperman's
Windsor, ON
We offer job stability like no one else - 101 years strong as a Canadian, family-owned business.
Added 20 mins ago
GO
Clerk 3 - Administrative
Government of Manitoba
Winnipeg, MB
- Full-time
Post-secondary education in a clerical/business related field and/or experience performing various clerical tasks in an office type of environment such as data entry, preparing documents,…
Added 20 mins ago
IG
Forward Deployed Engineer
Insight Global
Toronto, ON
- $60 to $68 CAD / hour
- Contract
…ideal candidate is a strong AI/software engineer who can take a business problem or solution concept and actually build the working solution. They should be comfortable working in Python,…
Added 20 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience with parts operations, inventory practices, customer service, business systems, and John Deere computer applications.
Added 20 mins ago
EC
Customer Service Rep – Automotive (On-Site)
Enigma Corporation
Mississauga, ON
- Full-time
Participate in activities designed to improve customer satisfaction and business performance
Added 20 mins ago
NM
Equipment Detailer
Nelson Motors and Equipment
Estevan, SK
- Full-time
…close-knit, casual, yet hard-working environment. We've been in business since 1959, taking care of our customers, employees, and the communities we serve. Come join…
Added 20 mins ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Montreal, QC
- Full-time
…support advisor success while fostering professional growth and business…
Added 20 mins ago
HE
Event Marketing Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Looking for an opportunity to build business skills? At Hype Events, we create face-to-face brand experiences that connect businesses with real people through event marketing, B2B and B2C…
Added 20 mins ago
HE
Entry-Level Sales Opportunity – Hospitality Background a Bonus
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Added 20 mins ago
LM
Subcontract Program Manager
Lockheed Martin
Montreal, QC
- $112,000 to $147,000 CAD / year
- Full-time
Performing other assignments as directed in support of the business
Added 20 mins ago
AI
Full Stack Engineer
Apptoza Inc.
Toronto, ON
- Contract
…applications while collaborating with AI data scientists and business…
Added 20 mins ago
ST
Specialist, Volunteer and Student Services
St. Thomas Elgin General Hospital
St. Thomas, ON
- $52.13 to $60.99 CAD / hour
- Internship
Post-secondary diploma/degree in Human Resources, Business, social science or a related program from an accredited college
Added 20 mins ago
MF
Customs Manager
Mucci Farms
Kingsville, ON
- $77,000 to $85,000 CAD / year
- Full-time
Bachelor’s degree in business or equivalent education/experience in international distribution or related field

ATB

Senior Wealth Advisor

Edmonton, AB, Canada
Fort Saskatchewan, AB, Canada
Leduc, AB, Canada
Sherwood Park, AB, Canada
Spruce Grove, AB, Canada
St. Albert, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 16, 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.

About the Role

As ATB's next Senior Financial Advisor, Imagine running your own enterprise, but with the backing, support, and resources of an award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’ financial futures, dedicated to making their time richer, their aspirations closer, and their happiness deeper. If you are an entrepreneurial spirit who thrives on autonomy and loves the art of building genuine, lasting connections, you have found your home. You’ll act as the bridge between our clients’ unique dreams and our deep bench of internal experts, creating integrated advice that feels personal, not institutional. We aren’t looking for someone who just talks finance; we are looking for someone who listens to what is being said - and what isn’t

Accountabilities

Holistic Financial Planning & Investment Design: Deliver comprehensive, tailored financial strategies and complex investment solutions, including mutual funds and securities, that support long-term wealth goals and adapt to evolving client complexity.
Proactive Client Relationship Management: Anticipate client needs by providing timely, value-added guidance that connects personal aspirations to financial strategy and ensures a supportive client journey.
Cross-Functional Collaboration: Utilize strong business judgment to coordinate with internal teams, driving client-focused results and ensuring seamless operational execution.
Client Engagement & Trust Building: Proactively engage clients to challenge and refine their financial decisions, fostering deep, long-term trust and ensuring their best interests remain at the heart of every interaction.
Operational & Advisory Workflow: Efficiently manage the end-to-end financial planning process, ensuring accurate service delivery while prioritizing meaningful client interactions.

Skills, Experience & Requirements

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.
5 - 7+ 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 as an RR (Registered Representative) through CIRO.
Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).
Completed or working towards the QAFP and/or the CFP designation would be considered 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 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

Deliver comprehensive, tailored financial strategies and complex investment solutions to support long-term wealth goals. Proactively manage client relationships by providing value-added guidance and fostering deep, long-term trust.

Requirements

Requires 5-7+ years of sales and customer experience in the financial services industry with a proven ability to grow a book of business. Candidates must be eligible for registration as a Registered Representative through CIRO and hold an undergraduate degree in a relevant field.

Skills

Financial planning
Investment design
Relationship management
Sales
Communication
Discovery skills
Business judgment
Client engagement
Trust building
Virtual communication
Wealth management
Portfolio management
Strategic planning
Networking
Presentation skills

Benefits

Learning and development
Performance enablement
Inclusive programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
Financial Planning
Investment Solutions
Mutual Funds
Securities
Wealth Management
CIRO
Registered Representative
QAFP
CFP
Business Development
Financial Strategy
Portfolio Management
Sales Goals
COI Network
Virtual Communication
Commerce
Economics
Business
Financial Services
Client Engagement
Operational Workflow
Strategic Advice
Legacy Planning

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