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 Management)
Builds
Client relationships and sales opportunities for ATB Wealth Advice Centre
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client discovery and analysis, Investment advice, Regulatory compliance, Digital communication, Relationship building, Product knowledge (mutual funds, registered/non-registered accounts)
Preferred skills
Salesforce, Dataphile, Call center experience, Shift work flexibility
Technologies
Salesforce, Dataphile, ATB Prosper, Group Wealth Services
Responsibilities
Meet or exceed established 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, Work shift schedules including evenings
Seniority
Mid-level (4+ years preferred)