Financial Advisor Wealth Advice Centre
Core
Support new and existing clients through digital channels (calls, video, email) to uncover needs, provide investment advice, and deliver financial education.
Role type
Financial Advisor (Wealth Advice Centre)
Builds
Client relationships and sales opportunities for ATB Wealth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
wealth management solutions knowledge, mutual fund product expertise, client discovery and analysis, regulatory compliance adherence, relationship building, virtual communication, technology adoption, data-driven decision making
Preferred skills
call center experience, Salesforce proficiency, Dataphile proficiency
Technologies
Salesforce, Dataphile, ATB Prosper, Group Wealth Services
Responsibilities
Provide exceptional client experience and meet sales targets, deliver expert financial advice via digital channels, confirm product suitability and fulfill regulatory duty of care, evaluate product offerings relative to client needs, adhere to compliance code of conduct
Seniority
Mid-level, hands-on IC