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Added 2 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 3 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 2 days ago
Senior Financial Advisor (Wealth Advisor)
MT Talent Solutions Inc.
Hamilton, ON
Full-time
MT Talent Solutions is proud to partner with a respected and well-established private wealth management practice in the Hamilton region to recruit an experienced Senior Financial Advisor /…
Added 12 days ago
Senior Advisor/Lead Advisor, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
Added 29 days ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 1 month ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotiabank
Toronto, ON
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 10 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 4 months ago
(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 3 months ago
Wealth Management Advisor (Junior to Experienced)
Manulife Wealth
Dorval, Quebec
Full-time
#WealthManagement #FinancialAdvisor #FinanceCareers #MontrealJobs #EntrepreneurialCareers
Added 9 days ago
Senior Wealth Advisor
Sylvain Morin & Associates
Halifax, NS
Full-time
Role Description The Senior Wealth Advisor is a full-time, on-site role based in Halifax, NS. The individual in this role will provide holistic financial and retirement planning advice,…
Added 11 days ago
Senior Manager, Wealth Management Finance
Scotiabank
Toronto, ON
The Senior Manager, Wealth Management Finance is responsible for leading the financial planning, analysis, reporting, and consolidation activities for Canadian Wealth Management business…
Added 1 month ago
Senior Wealth Advisor
ATB
Edmonton, AB · Fort Saskatchewan, AB · Leduc, AB · Sherwood Park, AB · Spruce Grove, AB · St. Albert, AB
Full-time
As ATB Wealth’s next Senior Wealth Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like the…
Added 5 days ago
Senior Wealth Advisor
ATB
Fort McMurray, 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 29 days ago
Senior Wealth Advisor
ATB
Calgary, AB
Full-time
As ATB Wealth’s next Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and like…
Added 9 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
RBC
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 4 days ago
Senior Manager, Canadian Wealth Management Finance
Scotiabank
Toronto, ON
The Senior Manager, Wealth Management Finance manages the financial analysis and reporting functions for Private Banking Business Line of Canadian Wealth Management segment of Global Wealth…
Added 13 days ago
Senior Manager - Asset Management & Wealth (18-mo Contract)
Scotiabank
Toronto, ON
Act as a trusted advisor to senior leaders across asset management and wealth
Added 8 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
RBC Dominion Securities
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 9 days ago
Senior Manager, Wealth Management Canada (WMC) Finance
Royal Bank of Canada
Toronto, ON
Full-time
Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted…
Added 29 days ago
Senior Insurance Advisor, Wealth Insurance, GWM
Scotiabank
Toronto, ON
The Senior Insurance Advisor works under the guidance of an established Senior Insurance Consultant (SIC) to help drive life insurance results within a growing region. The incumbent will…
Added 15 days ago
Senior Test Manager (Wealth Management SME)
Cognizant
Toronto, ON
$100,000 to $133,000 CAD / year
Full-time
In this role, you will lead end-to-end testing and delivery governance for large-scale Canadian Wealth Management transformation programs. You will serve as the Senior Test Manager, you…
Added 9 days ago
Senior Tax Planner, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $155,000 CAD / year
Full-time · Remote
As a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a…
Added 1 month ago
Business Transformation Architecture - Senior Manager - Wealth and Asset Management
EY
Toronto, ON
…energy and a strong desire to succeed. As a leader in EY’s Wealth Management team, you will play a critical role in providing a wide range of advisory services across various lines of…

ATB

Senior Wealth Advisor

Fort McMurray, AB, Canada

Job type: Full-time
Experience: 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.
Posting language: English
Posted: Sep 14, 2026

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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.

Based in Fort McMurray, you’ll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives.

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.
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 [email protected]

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 Senior Wealth Advisor is responsible for delivering comprehensive financial strategies and complex investment solutions while managing client relationships. They act as a bridge between client aspirations and internal experts to ensure personalized, long-term financial success.

Requirements

Candidates must have 7+ years of sales and customer experience in the financial services industry with a proven ability to grow a book of business. An undergraduate degree in a business-related field and the ability to be registered as an RR through CIRO are required.

Skills

Financial planning
Investment design
Relationship management
Business development
Client engagement
Wealth management
Sales
Communication
Discovery skills
Virtual communication tools
Strategic planning
Portfolio management

Benefits

Flexible work programs
Learning and development opportunities
Inclusive work environment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
Financial Planning
Investment Solutions
Mutual Funds
Securities
Business Development
Wealth Management
CIRO
Registered Representative
QAFP
CFP
Commerce
Economics
Business
Sales
Customer Experience
Financial Services
Portfolio Management
Hybrid Work

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