ATB Therapeutics

Wealth Advisor

KELOWNA, British Columbia, Canada

Sponsorship not specified$100k-$135kDetected 6 days ago

LeadershipCommunication

About the role

As ATB Wealth's next Wealth Advisor, you will be working under the leadership of the Regional Director, and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients.
This includes the development of robust external centers of influences to enhance the customer experience at ATB.
Leverage specialized experts to help provide trusted advice in a smart, simple and helpful way that is personalized to each and every client.

You will be working with a team of advisors and private investment counselors to deliver a customer obsessed wealth experience, drive strong relationships with partners, and strengthen our brand presence across British Columbia.
Accountabilities Master the basics of holistic investment planning, equip yourself with the industry leading expertise and support our clients' needs as they become more complex.
Help them to connect the dots between their wealth and aspirations and support them at every stage of their lives.
If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

Ability to demonstrate that they are or can be registered with a dealer-member firm that is regulated by CIRO and meet proficiency requirements relative to the former IIROC and/or MFDA standards.
A resume only goes so far in expressing who you are and the unique perspectives you bring.

We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

At ATB, we exist to make it possible for our clients, team members and communities.
Our purpose is more than aspirational.
It's a real commitment we live every day through our values (what we call the ATB ID ).
Life at ATB is about more than work.
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

This listing is sourced directly from ATB Therapeutics's careers page and normalized into a canonical job model.