ATB Financial is seeking an Everyday Financial Services Business Advisor to manage a portfolio of Mass Affluent clients. You will drive financial health, build your professional brand, and join leadership to provide insights into the business.
The role emphasizes COI development and translating complex information into easy client solutions. You’ll base in Calgary with travel across the Calgary area, leveraging digital platforms and self-service tools to serve clients and meet targets.
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📌 Mass Affluent Finance Advisor & Community Builder (Alberta)
🏢 ATB Financial
📍 Alberta
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