About this role
Financial Advisor Wealth Advice Centre at ATB Financial. Location: Canada. Role: providing advice, sourcing opportunities, supporting clients Requirements: Provide wealth advice via digital channels, meet sales targets, hold relevant post-secondary credential, CIRO registration or equivalent, strong communication, relationship-building, and accuracy; 4+ years wealth experience preferred. Category: Sales Seniority: Mid Level Tools: ATB Prosper, Salesforce, Dataphile Certifications: ciro registration, cire, rse, cfa level i, cim, qafp, cfp Commitment: Full Time Workplace: Hybrid Languages: English