Find work in Canada.

328,562 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 36 mins ago
Chief Financial Officer (CFO) Strategic Business Executive
Grey Eagle Resort & Casino
Calgary, AB
Full-time
Reporting directly to the Board of Directors, the CFO serves as the principal financial advisor to the Board and Executive Leadership Team, providing leadership across financial operations,…
Added 1 hour ago
Senior Bookkeeper, ease Cloud Accounting Services
ACCA Careers
Vancouver, BC
Full-time
Make an impact with our ease Cloud Accounting Services team as a Senior Bookkeeper. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly…
Added 1 hour ago
Senior Bookkeeper, ease Cloud Accounting Services
ACCA Careers
Langley (District), BC · City of Langley, BC
Full-time
Make an impact with our ease Cloud Accounting Services team as a Senior Bookkeeper. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly…
Added 2 hours ago
Senior Accounting Technician, Assurance and Accounting
ACCA Careers
Courtenay, BC
Full-time
Make an impact with our Assurance & Accounting team as an experienced Senior Accounting Technician. This diverse team of professionals are dedicated to exceeding clients’ unique needs…
Added 3 hours ago
Chief Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 3 hours ago
Senior Bookkeeper, Ease Cloud Accounting Services
ACCA Careers
Calgary, AB
Full-time
Make an impact with our ease Cloud Accounting Services team as a Senior Bookkeeper. This diverse team of professionals is dedicated to exceeding clients’ unique needs within a rapidly…
Added 4 hours ago
People and Culture Manager
Humans of HR
Vancouver, BC
$90,000 to $120,000 CAD / year
Full-time
…your impact every day and work directly with the owners and senior…
Added 9 hours ago
Senior Financial Analyst (12 month contract)
Vaco by Highspring
Toronto, ON · Greater Toronto Area, Canada
$90,000 to $100,000 CAD / year
Contract
Role: The Senior Financial Analyst will be responsible for monthly journal entries, balance sheet reconciliations, variance analysis, and preparation of financial statements. Furthermore,…
Added 11 hours ago
Senior Java Developer - Equities Trading Technology - Vice President
Citi
Mississauga, ON
Full-time
In this senior-level position, you will be a key contributor responsible for enhancing trading functionality to drive business growth. Your duties will encompass the full software…
Added 11 hours ago
Business Analyst - BizApps - New Grad (January 2027)
BDO
Calgary, AB · Toronto, ON
Full-time
Act as a trusted advisor to external clients and BDO project teams in implementing finance, supply chain, Human Resources, and Customer relationship management systems
Added 11 hours ago
Manager 3, Software Development (CAN Tax Compliance)
Intuit
Toronto, ON
Full-time
Mentors and develops senior talent, building a robust leadership pipeline and influencing talent management across the broader organization.
Added 12 hours ago
Chief Financial Officer (CFO) Strategic Business Executive
Grey Eagle Resort & Casino
Calgary, AB
Full-time
Reporting directly to the Board of Directors, the CFO serves as the principal financial advisor to the Board and Executive Leadership Team, providing leadership across financial operations,…
Added 12 hours ago
Director, Finance Data Strategy & Stewardship
Salesforce Partner Canada
Toronto, ON
Full-time
Serve as a strategic advisor to senior executives on Finance data risks, data quality, and opportunities to improve reporting and insights.
Added 13 hours ago
Senior Accountant, Assurance and Accounting - Public Companies
MNP
Vancouver, BC
Full-time
Make an impact with our Assurance & Accounting - Public Companies team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a…
Added 15 hours ago
Senior Director-Head of CNB Wealth Business Architecture
RBC
Toronto, ON
Full-time
Serve as a trusted technology and product advisor to senior Wealth business leaders.
Added 15 hours ago
Associate Director - Lead Software Developer
RBC
Toronto, ON
Full-time
Serve as a trusted technical advisor for your journey and your team
Added 15 hours ago
Financial Planner
CI Financial
Vancouver, BC
Full-time
We are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial…
Added 15 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 15 hours ago
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
Full-time
…increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. CPA/CA designation…
Added 15 hours ago
Associate, Distribution Support, Retail
BMO
Calgary, AB · Toronto, ON
Full-time
…is accountable to assist Sales Leaders, Vice President and Senior Associates in the execution and production of sales enablement and value-add…
Added 15 hours ago
Controller
Stella's Circle Community Services Inc.
NL
$78,667.73 to $85,336.31 CAD / year
Full-time
…provide strategic financial leadership and serve as a trusted advisor to the organization’s senior leadership team. You will ensure compliance with accounting standards, funding…
Added 16 hours ago
Global Compensation Specialist
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
Full-time
The ideal candidate will act with autonomy as a trusted advisor and key player to support the Human Resources function and the management team on compensation best practices (monetary and…
Added 16 hours ago
Director, Enterprise Communications
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
Full-time
Act as senior communications partner to Investment Management, working with the Chief Investment Officer, asset class leaders and subject matter experts on complex investment topics.
Added 17 hours ago
Strategic Sourcing Manager
BMO
Toronto, ON · YNG
Full-time
This role acts as a trusted sourcing advisor to assigned business groups, helping stakeholders evaluate sourcing alternatives, supplier capabilities, commercial models, market conditions,…
Added 18 hours ago
Audit Manager II (ATH 993)
TD
Toronto, ON
Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…

ATB

Wealth Advisor

Red Deer, AB, Canada

Job type: Full-time
Experience: 5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

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 Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients. This is a sales-driven, client-focused role that blends advisory expertise with relationship management. This includes the development of robust external centers of influences coupled with a primary branch network to further enhance the customer experience at ATB. You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners. Within the branch, you will coach and influence advisors, foster a culture of collaboration, and contribute to an exceptional client experience that reflects ATB’s commitment to helping Albertans make their time richer, happiness deeper, and aspirations closer.

Accountabilities

Deliver exceptional financial advice and planning by deeply understanding each client’s goals, priorities, and life stage - helping them build wealth, protect what matters, and achieve their dreams.
Drive growth through sales and new client acquisition, actively prospecting and developing relationships with existing clients, referrals, and centers of influence within the community.
Partner and collaborate across ATB, working closely with branch teams, business banking, and Senior Financial Advisors to connect clients with the right experts and solutions for a seamless One ATB experience.
Champion client experience by providing trusted, personalized guidance that simplifies financial decisions and builds long-term confidence and loyalty.
Be a visible leader within your community, engaging in local events, sponsorships, and networking opportunities that strengthen ATB’s presence and commitment to helping Albertans thrive.
Coach and mentor branch colleagues to elevate financial literacy, build referral confidence, and support a culture of teamwork and performance.
Leverage technology and data insights to manage your pipeline, track progress, and deliver efficient, impactful client interactions.
Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client.
Deeply understand our clients and commit to always having their best interests at heart. You will work towards earning the trust of our clients, to not just advise clients but to challenge them to make the best financial decisions possible.
Strive to make our clients time richer, happiness deeper and aspirations closer as we ensure that they are supported throughout their journey. Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives.

Skills, Experience & Requirements

5 years of sales and customer experience in the financial services industry (preferably Wealth Management)
Immediate CIRO registration through one of the following:
- Currently a Registered Representative (RR) through CIRO
- Completion of Canadian Securities Course, Conduct, Practices Handbook Course, and Wealth Management Essentials within the last 3 years;
- OR New CIRO requirements effective as of January 1, 2026: Actively enrolled in or completed the Canadian Investment Regulatory Exam (CIRE) & Retail Securities Exam (RSE).
Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered).
Completed or working towards a financial planning designation would be considered an asset.
Effective relationship building, communication and discovery skills. This will help you to establish relationships with various centers of influences including branches, your advisors team and other teams across the organization.
The ability to meet or exceed required sales goals, by continuously driving to find opportunities to reach new customers.
Ability to embrace existing technology to maximize productivity, enhance processes and support our client experience.
Pursuing the QAFP and CFP designation is expected as part of this role.

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

The Wealth Advisor is responsible for providing investment advice and holistic financial planning to clients while driving sales and new client acquisition. They will also coach branch colleagues and collaborate with internal partners to deliver a seamless, customer-obsessed wealth experience.

Requirements

Candidates must have at least 5 years of sales and customer experience in the financial services industry, specifically in wealth management. Immediate CIRO registration or the ability to meet specific regulatory requirements is mandatory, along with an undergraduate degree in a business-related field.

Skills

Wealth management
Financial planning
Investment advice
Sales
Relationship management
Client acquisition
Coaching
Mentoring
Financial literacy
Data analysis
Communication
Networking
Business development
Portfolio management
Customer experience

Benefits

Learning and development
Performance enablement
Flexible programs
Inclusive programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
Wealth Management
Financial Planning
CIRO
Canadian Securities Course
Investment Advice
Sales
Relationship Management
Client Acquisition
Financial Literacy
Business Banking
Networking
Coaching
Mentoring
Data Insights
QAFP
CFP
Financial Services
Customer Experience
Investment Counselors

Report this job