Wealth Advisor

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is to live a real commitment everyday through our core values.

About the Role

As ATB’s next Wealth Advisor, you will work under the leadership of the Regional Director and be responsible for providing investment advice and holistic financial planning to existing and prospective clients. This sales‑driven, client‑focused role blends advisory expertise with relationship management, building a strong network of external centers of influence and primary branch support to enhance the customer experience at ATB.

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 clien...