Dynamic Personal Banking Advisor at ATB (Alberta)

Dynamic Personal Banking Advisor at ATB (Alberta)

03 Sep
|
ATB Financial
|
Alberta

03 Sep

ATB Financial

Alberta

Advance your career as a Personal Banking Advisor at ATB Financial, where you empower high-net-worth clients with tailored financial guidance. Drive meaningful client relationships and enhance their financial well-being every day.

In this position, you’ll engage with clients to provide customized solutions that meet their unique financial aspirations. As a key member of ATB Financial, you will leverage your sales expertise to promote a diverse range of products, from savings to complex lending solutions. We empower our team to make a real impact, and we celebrate authenticity and collaboration.

Key Responsibilities:
• Offer customized financial guidance to high-net-worth clients
• Cultivate robust relationships through proactive outreach




• Guide clients towards suitable savings and lending products
• Connect with internal partners to address complex needs
• Promote digital tools to enhance client experiences

Requirements:
• 3-5 years of retail banking or similar sales experience
• Solid background in residential mortgage origination
• Understanding of diverse lending products
• Post-secondary degree or diploma in finance
• Possession of CSI Personal Financial Services Advice certification is an asset

Leverage your sales skills and financial knowledge to thrive at ATB Financial.
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📌 Dynamic Personal Banking Advisor at ATB (Alberta)
🏢 ATB Financial
📍 Alberta

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