About This Opportunity: Holistic Financial Planning Advisor (Edmonton)
ATB Financial is currently seeking a Holistic Financial Planning Advisor (Edmonton) to join their team in Edmonton.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Join us as a Wealth Advisor, specializing in holistic financial planning and investment advice. Enhance client experiences by deeply understanding their goals and building lasting relationships.
This position involves guiding clients through their financial journeys, focusing on personalized solutions. You'll drive growth by actively acquiring current clients while collaborating across teams to ensure the best possible advice and service. Your leadership in local events will help build your presence in the community while mentoring others to improve their financial literacy.
Key Responsibilities:
• Offer tailored financial advice based on client priorities
• Develop and grow client relationships through networking
• Collaborate effectively with branch and sales teams
• Participate in community engagement initiatives
• Mentor colleagues to strengthen teamwork
Requirements:
• 5 years of client experience in financial services
• CIRO registration or relevant course completions
• Bachelor’s degree in Commerce, Economics, or related field
• Pursuit of financial designations is a definite asset
• Proven communication and relationship management skills
Become a trusted advisor, connecting clients with the wealth management they deserve.
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Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join ATB Financial?ATB Financial offers a supportive work environment in Edmonton, where employees can grow and develop their skills. This Holistic Financial Planning Advisor (Edmonton) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Holistic Financial Planning Advisor (Edmonton) at ATB Financial in Edmonton.
Click the Apply button above to submit your application and take the next step in your career.
