Company : ATB Financial Location : Calgary Alberta From : Talent CA
We foster a culture of purpose, performance and possibilities.
We engage with intense curiosity, and bring our whole selves to work, every day.
We know it starts with people like you, so take a chance and start with us.
Department:
ATB Wealth Job Number:
REQ7101 Location:
Calgary, AB Apply by:
February 6, 2024 Paygrade:
L-OTH; This role is a 100% commission System Title:
Sr FinancialAdvisor # Positions available:
1 Leader Name:
Silvi Malinowski Work Arrangement:
Hybrid - You'll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives.
Are you intrigued by the thought of running an enterprise under the guidance of ATB Wealth? Do you have an entrepreneurial mind set and like the idea of having a lot of autonomy while working for an award winning company? Do you have expertise in trading equities and bonds? We have a small book opportunity, interest piqued? Then keep reading ..
.
As ATB's next InvestmentAdvisor, you are someone that is able to listen to what is being said - and what isn't.
You believe in taking the time to understand your clients' needs and goals to help make their time richer, their aspirations closer and their happiness deeper.
You appreciate the value internal experts can provide your clients, and are skilled at working together to develop an integrated advice offering.
You will find success based on your ability to:
Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients' needs as they become more complex 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 Requirements 10 years of sales and customer experience in the financial services industry (preferably 5 in Wealth Management) with proven ability to develop and grow a book of investment clients Knowledge and experience trading equities and providing quotes required Ability to demonstrate that they are or can be registered with a dealer-member firm that is regulated by CIRO and meet proficiency requirements relative to the former IIROC standards 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 Experience with Salesforce, Planning software, Croesus 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 At ATB, we know that as you develop in your career, you gain many transferable skills.
If you believe your experience and qualities are what we are looking for, please consider applying! Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.
Online applications are preferred.
Please let us know if you require any accommodations.
Benefits BE GREAT.
BE YOU.
BELIEVE.
We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential.
We encourage candidates from all equity-seeking groups to apply.
What happens next? Thank you for applying online.
If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps.
We might ask you to participate in a digital interview or phone interview.
If you require any accommodations, please let us know.
Stay in touch! ATB is excited to know you're interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to. ATB Financial CalgaryAlberta
