Thorough knowledge of wealth management solutions and tools Deep understanding of mutual fund products and the features of both registered and non-registered investment accounts Holistic approach to client discovery and analysis Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances Effective relationship building, communication, and discovery skills through virtual means Ability to embrace technology to maximize productivity and enhance processes Ability to work independently and an aptitude for cross functional collaboration with teams Growth mindset and the ability to make client-focused, data driven decisions High level of accuracy and attention to detail Exceptional written and verbal communication skills Completion of a two-year college diploma or bachelor's degree Minimum 3 years of related wealth management experience is preferred Completion of the Conduct and Practices Handbook, Investment Advisors Training Program (90-Day) and/or Wealth Management Essentials course is preferred but not required Pursuing the QAFP or CFP certification is expected as part of this role Ability to work shift work including Tuesday, Wednesday and Thursday evenings Working knowledge of Salesforce and Dataphile considered a strong asset Past work experience in a call center environment would also be an asset 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.
