Found Description
Become a Financial Advisor with ATB Wealth’s Wealth Advice Centre, where you'll actively support clients through digital channels. Engage in investment advice and financial education while meeting sales targets.
In this influential role, you will assist both new and existing clients by identifying needs and uncovering sales opportunities via inbound and outbound calls, video meetings, and email. Leveraging your extensive knowledge in wealth management, you will provide tailored financial solutions and adhere to regulatory compliance for suitability. Your impact will help shape long-lasting client relationships.
Key Responsibilities:
• Achieve and exceed established sales targets
• Deliver timely financial advice through multiple digital platforms
• Conduct detailed client conversations for product suitability
• Maintain knowledge of investment regulations and compliance
• Identify opportunities for product improvements based on cl...
In this influential role, you will assist both new and existing clients by identifying needs and uncovering sales opportunities via inbound and outbound calls, video meetings, and email. Leveraging your extensive knowledge in wealth management, you will provide tailored financial solutions and adhere to regulatory compliance for suitability. Your impact will help shape long-lasting client relationships.
Key Responsibilities:
• Achieve and exceed established sales targets
• Deliver timely financial advice through multiple digital platforms
• Conduct detailed client conversations for product suitability
• Maintain knowledge of investment regulations and compliance
• Identify opportunities for product improvements based on cl...
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