Director, New Advisors (3252)

About the Role

Accountabilities

Skills, Experience & Requirements

• 10+ years of specialized wealth management expertise with a proven track record in wealth management sales leadership and practice strategy.
• A completed CFP designation and active CIRO registration are required.
• Deep operational knowledge across advisor journeys, including remuneration models, platform tools, and technical onboarding.
• Demonstrated strength in coaching sales strategies, pipeline management, client engagement, and business plan creation.
• Exceptional stakeholder alignment, communication, and navigation skills across complex corporate environments.
• Must be willing and able to travel occasionally to in-person meetings, conferences, networking sessions, and leadership events. Travel is primarily within Alberta, however there may be travel outside of the province and country.
• Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
• We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. 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.
• What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]
• Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.