AVP, Advisory Services – ATB

Job Title: AVP, Advisory Services

Location: Edmonton, AB

Job Description: :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 ).Life at ATB is about more than work. In fact, we’re consistently recognized as one of thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. 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.About the roleAs ATB’s next AVP, Advisory Services, you will report into the SVP of Advisory Services. This role will provide leadership for a specific the Northern region in our Advisory Services organization, providing direct leadership for over 90 SFAs and FAs, 55 FAAs, 2 managers of FAA’s and Regional Directors as we implement strategies that support ATB Financial’s 10 year strategy and ATB Wealth’s specific strategy and annual operating plans.The primary focus of the role is growth through the recruitment, engagement and development of our sales force and leadership in the development and execution of regional strategies as well as the integration of our overall Wealth and ATB strategies and goals. The role is accountable for profitable results in achieving Wealth goals but also for establishing processes, practices and innovations that can be leveraged to anticipate and create the future of ATB Wealth.The incumbent in this role actively engages, recommends, challenges and aligns the implementation of new technologies, processes, practices and policies required to achieve ATB Wealth and ATB’s target culture, strategy and business plans. They are focused on building capability for growth and are responsible for the attraction, onboarding and engagement of senior financial advisors, financial advisors, and market directors.. The role leads, challenges and prepares team members for the future of work by fostering a growth mindset.This role contributes to the overall strategy of Wealth and has accountability for leading strategy implementation in a way that leads to success. The role requires strategic and systems thinking that results in the establishment of both innovative and effective tactics and quick and efficient pivoting to respond to changing client, market or regulatory requirements.The role has a requirement for high visibility in the major market regions, acting as a brand ambassador, connecting and facilitating broad and deep networks. The role is also a contributing member of the expanded leadership team within Wealth, providing regional perspectives, market development innovations and growth opportunities as well as advocating for the continued enablement of our sales force.AccountabilitiesAdvisory Services Strategy

• Participate in the development of specific long term and short-term strategies to deliver on our Wealth and ATB targets
• Bring a comprehensive and up to date understanding of client and advisor needs to inform strategy and operations
• Develop, validate, implement, review and revise a longer-term regional strategy and annual work plan that aligns to market plans, our vision for growth and the targets in our three-year strategy and annual operating plan
• Systems thinking, design thinking, process and practice improvement, role design and deep business acumen are reflected in the development of strategic initiatives lead by this role

Regional Market Development

• Develop and implement sales and growth plans in your market to achieve target-based business results aligned to the Wealth business plan
• Provide regional market development expertise, implementing regional marketing strategies and sales activities that support the accomplishment of our market development goals and client satisfaction as well as addressing unpenetrated markets
• Develop and implement an aligned strategy and road map for business development in a specific region, leveraging all of talent, tools, processes, tools, and partnerships within a region

Sales Team Leadership

• Provide overall accountability for attracting, hiring, onboarding and the accelerated development of Senior Financial Advisors and Financial Advisors in a way that aligns with our required Advisor Attributes and the culture of client obsession within National Advisory
• Ensure enablement strategies that support advisors to deliver exceptional client experiences are implemented in a way that differentiates our advisors from the competition
• Identify and address issues of engagement with our advisors, continually striving to ensure that advisors want to stay with ATB and to partner in our success

Horizontal Leadership

• Contribute to collaboration across regions, functions and within ATB’s AOEs, setting a model for creating horizontal partnerships that directly contribute to the achievement of our targets
• Establish and optimize the integration of teams to deliver to our clients by articulating the linkages between the accountabilities and authorities of different roles across the group and by establishing the context in which they will work collaboratively with one another

Managerial Leadership

• Develop, implement, review and revise annual business plans and budgets designed to deliver on regional performance Advisory Service annual goals and targets
• Establish goals, plans and assignments for direct reports that cascade from our annual operating plan
• Source, recruit and grow a continually pipeline of high potential/ high performing leaders and recognize and reward excellence in leadership and performance

Change Leadership

• Act as a catalyst for positive change in a way that reflects and balances the entrepreneurial nature of the advisor’s role and our commitment to a differentiating client experience

Team Leadership

• Establish a leadership team with a major region with an effective and an operating model (regular cadence of meetings and communication, prioritization and alignment, removal of barriers)
• Contribute to the effectiveness of the senior leadership team of national Advisory, providing insights, perspectives, data and strategic thinking to addressing issues and opportunities

Regulatory & Risk Management

• Implement regulatory changes that impact our sales team
• Promote a culture of compliance

Skills, experience & requirements

• Experience in designing, validating and installing a winning sales strategy
• Experience in leading advisors or a sales force with an entrepreneurial focus
• A minimum of 10 years related experience in the investment industry including at least 5 years of sales leadership experience with a proven track record of recruiting and leading a successful sales team
• University Degree in Finance or Business
• Completion of CSC, CPH, CFP and Branch Manager Courses
• CFA (Chartered Financial Analyst) or CIM (Chartered Investment Manager) would be an asset
• Registered or eligible for immediate registration by CIRO

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 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 page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know atStay in touch
We’re excited that you’re interested in a career with ATB. Follow us on , and to learn more about what our team is up to.

Company Name: ATB

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