About the Role

At ATB Wealth, we aren’t just bankers or brokers—we are partners in our clients’ lives. As a Private Investment Counsellor, you will serve as the dedicated fiduciary for ATB’s high-net-worth individuals, families, and corporations.

This is a senior role for an experienced professional who values discretionary portfolio management and holistic wealth stewardship. Unlike traditional brokerage roles that focus on trading or product sales, this position focuses on constructing wealth strategies using our rigorous Investment Committee model solutions. You will act as the "Chief Financial Officer" for your clients, coordinating banking, estate planning, and tax strategy to deliver the "One ATB" experience.

Accountabilities

• Discretionary Portfolio Management: Implement and manage customized portfolios based on ATBIM’s centralized Investment Committee models. You will translate the firm’s strategic asset allocation views into client-specific portfolios that strictly align with their Investment Policy Statement (IPS).
• Holistic Wealth Planning: Go beyond investments to identify needs in estate planning, philanthropy, insurance, and business succession. You will collaborate with our in-house Wealth Planning specialists to present total wealth solutions.
• The "One ATB" Quarterback: Act as the central architect of the client relationship. You will work in lockstep with ATB Private Banking, Commercial Banking, and Tax Specialists to ensure complex credit, lending, and intergenerational wealth transfer needs are met seamlessly.
• Behavioral Coaching: Provide calm, evidence-based guidance. You will translate complex market data and Investment Committee updates into clear, relatable insights that help clients stay disciplined during market volatility.
• Business Development: Actively grow your practice by developing Centres of Influence (COIs) in the Alberta community and partnering with ATB Retail and Commercial branches to identify existing clients with complex wealth needs.

Skills, Experience & Requirements

• Regulatory Registration (Strict Requirement):
  
  • Must be immediately eligible for registration as an Advising Representative (AR) – Portfolio Manager with the Alberta Securities Commission (ASC).
• Education:
  
  • CFA (Chartered Financial Analyst) Charterholder, OR
  • CIM (Chartered Investment Manager) designation with the requisite experience to qualify for AR status.
  • CFP (Certified Financial Planner) designation is considered a strong asset.
• Experience:
  
  • Minimum 7–10 years of experience in wealth management, with significant experience in a discretionary advise or private counsel capacity.
  • Proven track record of managing High-Net-Worth client relationships and navigating complex family dynamics.
• Investment Philosophy: You believe in a disciplined, process-driven approach. You are comfortable leveraging centralized Investment Committee models to drive efficiency and consistency, allowing you to focus your time on client facing activities and financial planning.

Why Join ATBIM?

• Institutional-Grade Platform: Leverage a sophisticated investment platform managed by our expert Investment Committee and world-class third-party sub-advisors. This frees you from the daily grind of security selection so you can focus on asset allocation and client goals.
• Referral Network: Gain access to a robust pipeline of internal referrals from ATB’s vast network of Commercial and Retail banking partners across Alberta.
• Local Decision Making: We are headquartered here. You aren’t waiting for approval from Toronto; you are empowering Albertans right where they live.
• Total Rewards: Competitive base salary, performance-based incentive program, flexible health benefits, and a defined-contribution pension plan.