Digital Financial Advisor at ATB Wealth

Elevate your career as a Financial Advisor at ATB Wealth’s Wealth Advice Centre, focusing on client engagement through digital communication. Provide tailored financial solutions and investment insights to enhance the client experience.
As a Financial Advisor, you will support clients using various digital platforms and conduct insightful discussions for product suitability. Your role will include adhering to compliance codes while identifying opportunities within wealth management. Collaboration with internal teams will also be key to your success.
Key Responsibilities:
• Guide clients through financial decisions with tailored advice
• Deliver exceptional service while achieving sales goals
• Conduct thorough product suitability evaluations
• Stay informed on compliance and investment regulations
• Enhance client engagement through digital dialogues
Requirements:
• Proven wealth management background with 4+ years of experience
• Two-year financial servic...