ATB Financial in Calgary seeks a Personal Banking Advisor to positively impact high-net-worth clients through personalized financial solutions. Lead by example as a financial expert.
As a Personal Banking Advisor, you'll utilize your 3–5 years of retail banking experience to foster strong client relationships while addressing unique financial needs. You'll guide clients in selecting the right investment and lending products, collaborate internally, and champion digital services to drive sales and service excellence.
Key Responsibilities:
• Provide customized financial advice and solutions
• Build client relationships through consistent communication
• Facilitate appropriate savings and investment choices
• Collaboratively resolve complex client inquiries
• Spearhead digital tool promotion and usage
Requirements:
• 3–5 years of relevant financial services experience
• Previous retail banking or similar experience
• Bachelor’s or equivalent degree in rele...