Investment Advisor Role at ATB

Join ATB as an Investment Advisor, providing exceptional financial planning and investment strategies. This role combines sales expertise with relationship management to enhance client experiences.
Reporting directly to the Regional Director, you will advise both new and existing clients, understanding their goals through comprehensive financial planning. With a focus on growth, you will actively pursue new client relationships and engage with community centers of influence to expand ATB's reach. Your role will also include partnering with branch teams to provide clients with the best solutions tailored to their needs.
Key Responsibilities:
• Understand and address each client's financial aspirations
• Actively seek and develop new client relationships
• Collaborate with other advisors to provide comprehensive solutions
• Participate in community events to promote ATB’s mission
• Mentor colleagues to foster financial knowledge
Requirements:
• Minimum 5 years ...