Join as a Personal Banking Advisor dedicated to high-net-worth clientele. Utilize your skills to deliver personalized financial solutions and enhance client experiences effectively. In this position, you will focus on guiding clients through intricate financial landscapes.

Emphasizing relationship-building, your proactive approach will ensure you exceed sales targets while fostering trust. You'll also advocate for digital tools, aligning with the needs of clients in a modern banking environment. Key Responsibilities:

- Engage high-net-worth clients with tailored financial advice
- Foster robust relationships through proactive outreach
- Guide clients towards optimal investment and lending choices
- Partner with internal teams to meet diverse client needs
- Promote ATB’s digital services to enhance client engagement

Requirements:

- 3–5 years in a similar banking environment
- Completion of CSI Personal Financial Services Advice (PFSA)
- Broad knowledge of lending products and services
- Relevant degree/diploma in business or finance
- Strong interpersonal and problem-solving skills

Drive growth and enhance financial literacy by creating meaningful connections through personalized banking solutions.

📌 Expert Personal Banking Advisor Role (Calgary)
🏢 ATB Financial
📍 Calgary