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Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. 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: Wealth Advice Centre
Job Number: REQ7449
Location: Saskatoon, SK
Apply by: April 24, 2024
Paygrade: J-OTH
System Title: Financial Advisor 5
# Positions available: 1
Leader(s): Wealth Advice Center Leaders
Work Arrangement: You'll work primarily in person from the downtown Saskatoon ATB Wealth office, with flexibility for work from home when applicable.
ATB Wealth is the wealth management division of ATB Financial. Our team of financial advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful advice; and a commitment to helping Albertans live the life they want to live. You can read about our services and our team to learn more.
Reporting into the Team Lead, ATB Wealth Advice Centre. The Financial Advisor role is responsible for supporting new and existing clients through a variety of digital channels. For example, inbound and outbound calls, video meetings, email, etc.This role will uncover client needs, provide investment advice,and deliver financial education while onboarding our clients through our digital investing offer www.atbprosper.com. In addition, the role will participate in the local brand building initiatives, and onboard clients in person that are sourced by the Market Development Manager in the primarily upper mass market segment.
Job Accountabilities:
- Provide exceptional client experience and meet or exceed established sales targets
- Be an expert in the benefits, features and operational processes of the ATB Wealth Advice Centre including ATB Prosper and Group Wealth Services product offerings
- Timely delivery of expert financial advice and support to clients through a variety of digital channels as well in person at the Saskatoon office
- Able to adhere to a set working schedule that's built 6 weeks out in advance
- Robust client conversations to confirm product suitability and fulfill your regulatory duty of care
- Ongoing evaluation of our product offerings relative to client needs to identify opportunities for improvement
- Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements in order to adhere to the compliance code of conduct and respect the ethical values of the financial advisor role
- Support local brand building activities like attending sponsored events and create opportunities to build a strong COI.
You are &/or have:
- A thorough knowledge of wealth management solutions and tools
- A deep understanding of mutual fund products and the features of both registered and non-registered investment accounts
- A 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
- The ability to embrace technology to maximize productivity and enhance processes
- The ability to work independently and an aptitude for cross functional collaboration with teams
- A growth mindset and the ability to make client-focused, data driven decisions
- A high level of accuracy and attention to detail
- Exceptional written and verbal communication skills
Requirements
- Completion of a two-year college diploma or bachelor's degree
- Minimum 3 years of related wealth management experience is preferred
- Completion of the Canadian Securities Course (CSC) within the last 3-years
- Completion of the Conduct and Practices Handbook, Investment Advisors Training Program (90-Day) and/or Wealth Management Essentials course is preferred but not required
- Considering or currently pursuing CFP or QAFP are considered an asset.
- Able to work shift work including Wednesday and Thursday evenings
- Working knowledge of Salesforce, Dataphile, and Conquest considered a strong asset
- Past work experience in a call center environment would also be an asset
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.