Senior Wealth Advisor

ATB Voir toutes les offres

  • Kelowna, BC
  • Permanent
  • Temps-plein
  • Il y a 17 jours
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 RoleAre 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 like the idea of being in business for yourself but not by yourself? Are you looking for an organization that supports both you and your clients?Interest piqued? Then keep reading …As ATB’s next Senior Wealth Advisor, you are someone that is passionate about understanding your clients goals and want to provide them with the best advice possible. You want to invest in yourself, continue your development and education so you can be in the know of industry trends. You appreciate the value that a Certified Financial Planner® brings to the profession and are committed to the pathway to get there. You feel ready to offer more to your clients by devoting time to enhancing your skills and capabilities.Location? We are looking for our new team member to be located anywhere within Kelowna, BC or within reasonable commuting distance, as they will be working in a flexible hybrid arrangement with access to the office in the area.Compensation: This is a commission based position with a base guarantee provided during initial start-up.## Accountabilities
  • Master 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
## Skills, Experience & Requirements
  • Minimum 5 years of relevant experience in wealth management, private wealth, or full-service brokerage environment with proven ability to develop and grow a book of investment clients
  • CIRO RR licensing strongly preferred
  • Completed or working towards the CFP designation would be considered an asset
  • Undergraduate degree in Commerce, Economics, Business or a related field (equivalent combination of experience and education will be considered)
  • 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
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.comStay 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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