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Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
- Full-time
Added 3 hours ago
LH
2600002781 - Manager Medical Affairs
Lakeridge Health
Oshawa, ON · Greater Oshawa Metropolitan Area
- Internship
Added 3 hours ago
MC
Director, Integrated Business Optimization
Methanex Corporation
Vancouver, BC
- Full-time
Added 3 hours ago
BS
Lead ERP Consultant – Finance (CPA)
Blue Sky Consulting
AB · Alberta, Canada
- Full-time
We work with mid-market organizations across Canada, helping them modernize financial operations, improve operational efficiency, and achieve greater visibility and control over their…
Added 3 hours ago
Senior Total Rewards Specialist
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · Montreal, QC · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
Added 4 hours ago
UO
Research Ethics Advisor
University of Waterloo
Waterloo, ON
- Full-time
Added 4 hours ago
UO
Academic Advisor, Pharmacy
University of Waterloo
Kitchener, ON · Pharmacy
- Full-time
Added 4 hours ago
UO
Senior Director, Information Technology
University of Waterloo
Waterloo, ON · Carl A. Pollock Hall
- Full-time
Added 4 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 5 hours ago
SG
Sourcing Manager – Category Lead of Market Data, Trading Services & Legal Services
Societe Generale
Montreal, QC
- Full-time
Added 5 hours ago
VB
Controller
Vaco by Highspring
Brampton, ON
- $150,000 to $160,000 CAD / year
- Full-time
…seeking an experienced Controller to provide leadership across financial reporting, accounting operations, treasury activities, compliance, audit coordination, internal controls, and…
Added 5 hours ago
UO
Associate Program Manager, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Prince George, BC
- Full-time
Added 6 hours ago
FF
Corporate Account Manager - SRS
Flanagan Foodservice Inc
Kitchener, ON
- $52,000 to $55,000 CAD / year
Added 6 hours ago
BA
AUTOMOTIVE TECHNICIAN - FLAT RATE
Bannister Automotive Group
Penticton 1, BC
- $38.4 to $40 CAD / hour
- Full-time
Added 6 hours ago
J
Senior Engagement Manager
Jobgether
Canada
- Full-time
Added 6 hours ago
AW
Data Engineer, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 6 hours ago
AW
Data Engineer, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 7 hours ago
VG
Supervisor, Accounts Receivable
Vantage Group
Canada
- $70,000 to $100,000 CAD / year
- Full-time
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 7 hours ago
WF
Insurance Advisor
Western Financial Group
Turner Valley, AB
- Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 7 hours ago
A
Everyday Banking Advisor, Picture Butte (18 Months Term)
ATB
Picture Butte, AB
- Full-time
Added 7 hours ago
A
Senior Wealth Advisor
ATB
Edmonton, AB · Fort Saskatchewan, AB · Leduc, AB · Sherwood Park, AB · Spruce Grove, AB · St. Albert, AB
- Full-time
Added 7 hours ago
E
Tier 1 Account CTO
Ericsson
Toronto, ON
- Full-time
…Core, Cloud, RAN, OSS, BSS and Automation. You’ll be a trusted advisor to executive stakeholders, galvanizing Ericsson’s global organization to…
Added 7 hours ago
HG
Executive Underwriter, Mid-Market
HDI Global SE
Toronto, ON
- Full-time
Added 8 hours ago
E
Tier 1 Account CTO
Ericsson
Toronto, ON
- Full-time
…Core, Cloud, RAN, OSS, BSS and Automation. You’ll be a trusted advisor to executive stakeholders, galvanizing Ericsson’s global organization to…

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

Applications open in a new tab.

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.

Apply About employer

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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