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Added 7 hours ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
M
GWS Internal Wholesaler - Retail
Manulife
Toronto, ON · Waterloo, ON · Vancouver, BC
- Full-time
As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists,…
Added 1 day ago
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Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that…
Added 1 day ago
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Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
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.
Added 1 day ago
A
Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
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.
Added 1 day ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Agassiz, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 1 day ago
C
Financial Services Representative - Trois-Rivières
CIBC
Trois-Rivières, QC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
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Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
SW
ScotiaMcLeod Administrative Associate - Waterloo
Scotia Wealth Management
Waterloo, ON
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 day ago
Customer Service Representative - Eglinton & Mavis, Mississauga (18.75 hrs/week)
Scotiabank
ON · Mississauga, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
MI
Bilingual Senior Specialist, HR Service Delivery– Full Time 12-Month Contract
Mackenzie Investments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $ 310 billion in assets as of December 31, 2025 . It offers financial planning and…
Added 1 day ago
C
Financial Services Representative (Contract)
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
C
Financial Services Representative II
CIBC
Brampton, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
ScotiaMcLeod Administrative Associate - Waterloo
Scotiabank
Waterloo, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 day ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
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AML Operations Officer III
Robertson & Company Ltd.
Toronto, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to…
Added 1 day ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
Learning & Development Facilitator
The Canada Life Assurance Company
London, ON · Toronto, ON · Montreal, QC
As one of the most prominent learner-facing roles within the Wealth Strategies team, the Learning & Development Facilitator must act as a brand representative for Canada Life. This role…
Added 1 day ago
C
Financial Services Representative II
CIBC
Beaverton, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
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Senior Financial Services Representative - Lonsdale
Vancity
North Vancouver, BC
- Full-time
As a Senior Financial Services Representative, you will leverage your communication skills as you effectively manage complex situations, problem solve and provide personalized advice.…
Added 1 day ago
IW
Service Specialist, CC Advisor Support
IG Wealth Management
Quebec, QC
- Full-time
POSITION SUMMARY: The Service Specialist will provide continual support to IG Wealth Connect Advisors and clients by providing enhanced administrative support, demonstrating strong customer…
Added 1 day ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…

ATB

Senior Wealth Advisor

Grande Prairie, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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