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Added 14 mins ago
Wealth Advisor
Assiniboine Credit Union
Winnipeg, MB
Full-time
Completes wealth planning (or financial planning if applicable) to develop investment strategies for members and provides financial advice on wealth management, insurance, tax planning,…
Added 58 mins ago
Manager, Strategy & Value Creation (Bilingual FR/EN)
PwC Canada
Montreal, QC
Full-time
As part of the Value Creation team, you will have the opportunity to work across industries including, Asset & Wealth Management, Banking & Capital Markets, Consumer Markets, Energy &…
Added 2 hours ago
Senior Financial Advisor - Barrie Financial Centre , Ontario
Scotiabank
Barrie, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
Full-time
The ideal candidate will bring significant experience in wealth management, a strong understanding of the advisor landscape, and a demonstrated ability to build trusted relationships with…
Added 4 hours ago
Senior Audit Manager, Compliance Audit
Scotiabank
Toronto, ON
The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the Bank and our customers safe.
Added 4 hours ago
Managing Director, Western Canada Executive Compensation
WTW
Calgary, AB
$260,000 to $300,000 CAD / year
Full-time
Strong client relationship skills: the ability to influence senior management and the ability to work across all levels of an organization
Added 4 hours ago
Senior Estate Insurance Associate, Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
Prepare files and supporting materials in advance of advisor and client meetings.
Added 5 hours ago
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
Full-time
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. By putting the client first, we…
Added 5 hours ago
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 22 hours ago
Senior Data Engineer, Temporary
Aviso
Toronto, ON
Temporary
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 2 days ago
Senior Director-Head of CNB Wealth Business Architecture
RBC
Toronto, ON
Full-time
Demonstrate strong knowledge of wealth management operating models, including advisor platforms, portfolio management, financial planning, trading, order management, client onboarding,…
Added 2 days 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 2 days ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…
Added 2 days ago
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
Full-time
Provides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Partners with…
Added 2 days ago
Wealth Advisor
ATB
Red Deer, AB
Full-time
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…
Added 2 days ago
Senior Financial Advisor
Cambrian Credit Union
Winnipeg, MB
Full-time
Cambrian Credit Union is seeking a Senior Financial Advisor to join our dynamic Wealth Management Team.
Added 2 days ago
Wealth Advisor
ATB Financial
Red Deer, AB
Full-time
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…
Added 2 days ago
Senior Financial Advisor
Cambrian Credit Union
Winnipeg, MB
Full-time
Cambrian Credit Union is seeking a Senior Financial Advisor to join our Wealth & Advisory Services team.
Added 2 days ago
Principal Banking Cloud Architect | Client Partner | Technology Consulting (35568)
Myticas Consulting
Toronto, ON
Full-time
…strong client relationship skills. You will serve as a trusted advisor to senior banking executives, helping shape technology strategy while expanding long-term client…
Added 2 days ago
Senior Financial Advisor - Collingwood, Ontario - 11 month Contract
Scotiabank
Collingwood, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Administrative Specialist (Insurance)
Royal Bank of Canada
Toronto, ON
Full-time
We are looking to add a bright, resourceful, and organized Senior Administrative Specialist to our team. You take initiative, pay attention to detail, learn quickly, can manage internal and…
Added 2 days ago
Wholesaler/Advisor Investment Consultant
Cidel
Toronto, ON
Full-time
Cidel Asset Management is seeking a driven, detail-oriented Advisor Solutions Consultant to join our Lorica team. Lorica is a well-established brand in the Canadian advisor channel,…
Added 3 days ago
Financial Services Associate - Full Time - 15 Month Contract
Meridian Credit Union
Hamilton, ON
$60,000 to $64,000 CAD / year
Full-time
As a senior member of the branch sales/leadership team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate…
Added 3 days ago
Senior Administrative Specialist (Insurance)
RBC
Toronto, ON
Full-time
We are looking to add a bright, resourceful, and organized Senior Administrative Specialist to our team. You take initiative, pay attention to detail, learn quickly, can manage internal and…
Added 3 days ago
Senior Manager, People Partnerships & Wellbeing
BCAA
Burnaby, BC · *Head Office
Full-time
We are currently hiring a Senior Manager, People Partnerships & Wellbeing based in our Head Office in Burnaby, reporting to the Vice President, People & Culture.

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

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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

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.

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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

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