Description:
As ATB Wealth's next Regional Director, you will provide primary leadership to a group of approximately 25 advisors at ATB Wealth, composed of one or more client-facing roles across Central Alberta. The role provides coaching to advisors on their book of business including fostering high performance, facilitating partnerships, communicating ideas and generally promoting the consistent execution of a great client experience that leads to positive business results.
The ideal location for this leader would be somewhere with Red Deer, AB or the surrounding area as they will be leading a team across Central Alberta.
Accountabilities
- Tailored coaching and performance management of advisors to build an engaged and productive team delivering the desired client experience
- Building an advisor talent pipeline in the market geography and leading the selection of client-facing advisors according to key attributes
- Implementation and monitoring of ATB Wealth's service commitments to clients including communicating best practices
- Acting as an escalation point for advisors on urgent and important day-to-day issues that require management action
- Representing ATB Wealth the market to use influence for a positive impact
- Facilitating collaboration in the market between different client-facing roles in ATB Wealth and ATB Financial as a whole
- Business planning work with advisors and contributing to the Regional business plan
- Connecting advisors to the right specialist resources in ATB Wealth to close knowledge gaps, promote specialization and encourage development
- Managing advisor teaming scenarios
- Guiding segmentation activity in the market to ensure the right client connects with the right advisor Collaborate with other ATB team members with a particular focus on the Area of Expertise leaders representing the same geographical area
Skills, Experience & Requirements
- Must have over 10 years of wealth management, banking, and/or financial lending experience with a minimum of 4 years within wealth management.
- In-depth understanding of wealth management in Alberta and beyond in regards to client experience, sales, compliance and products.
- Demonstrated ability to lead, motivate and influence advisors and an ability to hold a team accountable in the right way to measurable goals and a high level purpose.
- Completion of the Canadian Securities Course (CSC).
- CFP, CIM, or CFA designations are considered an asset.