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Added 6 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Accounting Operations within VP Finance is currently seeking a Full-time Limited Term Accounting Operations Accounting Specialist for approximately 6 months.
Added 8 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
…consultative skills. In this role, you’ll serve as a trusted advisor to public sector clients, helping them achieve their organizational goals through the power of bestinclass budgeting…
Added 1 day ago
AC
Senior Accountant, Tax
ACCA Careers
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 day ago
AC
Senior Accountant, International Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our International Corporate Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mitchell, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 1 day ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 1 day ago
A
Everyday Banking Advisor - Chestermere (12 Month Term)
ATB
Chestermere, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 1 day ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
St. Catharines, ON
Added 1 day ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 1 day ago
AC
Senior Accountant, External Financial Advisory Services
ACCA Careers
Nanaimo, BC
- Full-time
Make an impact within our Indigenous Services team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Manager or Senior Manager, Scientific Research & Experimental Development - Financial
ACCA Careers
Montreal, QC
- Full-time
Make an impact with our Scientific Research and Experimental Development (SR&ED) team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a…
Added 1 day ago
Client Manager, Commercial Insurance
Navacord
Edmonton, AB · Calgary, AB
The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining,…
Added 1 day ago
EF
Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $76,800 to $98,400 USD / year
- Full-time
Note: This role is differentiated from the Senior Commercial Banking Advisor with respect to the complexity of assigned portfolio/deals and annual growth/fee targets and assigned credit…
Added 1 day ago
EF
Senior Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $90,400 to $115,800 USD / year
- Full-time
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 1 day ago
AF
Everyday Banking Advisor - Chestermere (12 Month Term)
ATB Financial
Chestermere, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 1 day ago
A
Everyday Banking Advisor - Oyen (6-12 Months Term)
ATB
Oyen, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 1 day ago
M
Senior Associate, Capital Advisory
MNP
Toronto, ON
- Full-time
Make an impact with our Corporate Finance team as a Senior Associate, Capital Advisory. This diverse team of professionals helps clients assess, structure and execute financing solutions…
Added 1 day ago
M
Senior Branch Manager
Manulife
Toronto, ON
- Full-time
The Senior Branch Manager is a supervision management position within Manulife Wealth. The Senior Branch Manager is responsible for providing Daily Tier 1 supervision of advisors registered…
Added 1 day ago
MW
Career in Wealth Management
Manulife Wealth
Canada
- Full-time
Canada is entering one of the largest wealth-transfer and advisor-succession periods in its history.
Added 1 day ago
C
Sr. Consulting Manager, P&C insurance- Claims transformation
Cognizant
Mississauga, ON
- Full-time
Serve as a trusted advisor to P&C claims and technology leaders, building strong, ethical, and long‑standing working relationships with senior client stakeholders
Added 1 day ago
A
Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
…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…
Added 1 day ago
A
Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
…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…

ATB

Senior Wealth Advisor

Grande Prairie, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 23, 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

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 coordinating with internal teams to ensure seamless execution.

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 business-related field.

Skills

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

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
Sales
Wealth Management
CIRO
Registered Representative
QAFP
CFP
Commerce
Economics
Business
Portfolio Management
Financial Strategy
Networking
Hybrid Work

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