ATB Financial is seeking an experienced Senior Financial Advisor to join our Calgary branch team. In this role, you'll help Albertans achieve their financial goals by providing comprehensive financial planning, investment advice, and banking solutions. This is an excellent opportunity for a client-focused professional who wants to make a real difference in people's financial lives.
You'll build and maintain relationships with high-net-worth clients, develop customized financial strategies, and provide ongoing portfolio management. Working with ATB's full suite of banking, lending, and investment products, you'll deliver integrated solutions that meet complex client needs.
ATB is an Alberta-built financial institution that's consistently ranked as one of Alberta's top employers. We offer excellent compensation, professional development, and a collaborative team culture.
Requirements
• Bachelor's degree in Finance, Business, or related field
• Minimum 5 years of financial advisory or wealth management experience
• QAFP or CFP designation required; CIM is an asset
• Strong knowledge of investment products, financial planning, and tax strategies
• Proven track record of building and maintaining client relationships
• Excellent sales and business development skills
• MFDA and/or IIROC licensing required
• Superior communication and presentation abilities
• Commitment to ethical practice and client-first approach
• Valid driver's license for occasional client meetings
Benefits
• Base salary of $70,000 - $90,000 plus uncapped commission potential (total compensation $100,000 - $150,000+)
• Comprehensive benefits including health, dental, and vision
• Defined contribution pension plan with employer matching
• Performance bonuses and incentive trips
• Professional development support including CFP and CIM courses
• Flexible work arrangements with client meeting flexibility
• 3 weeks vacation to start, increasing with tenure
• Banking benefits including preferred mortgage rates and banking fees waived
• Professional dues and licensing fees covered
• Collaborative team culture with strong leadership support
About ATB Financial
ATB Financial is an Alberta-built financial institution that offers banking, lending, and investment services to individuals and businesses across the province. We're proud to call Calgary home while serving all Albertans.