Join ATB Financial as a Personal Banking Advisor and drive client success in a high-impact role. Help high-net-worth individuals achieve their financial aspirations with tailored solutions.
In this position, you will cultivate strong relationships and develop a robust sales pipeline. Leverage your expertise in mortgage and lending products to offer clients seamless financial services. Your ability to connect, innovate, and collaborate with teams will play a vital role in enhancing client experiences and ensuring compliance.
Key Responsibilities: • Provide expert guidance on financial products to high-net-worth clients • Establish and nurture client relationships and follow-ups • Guide clients to appropriate savings, investment,
and lending products • Oversee the mortgage process from application to funding • Promote digital tools and educate clients on their use
Requirements: • 3-5 years of experience in a sales-driven banking setting • Expertise in residential mortgage process • Solid understanding of varied financial products • Relevant financial degree or significant experience • Capacity to effectively manage client expectations
Enhance your career while empowering clients' financial journeys with ATB Financial. #J-18808-Ljbffr
📌 ATB Financial Personal Banking Advisor Role (Winnipeg)
🏢 ATB
📍 Winnipeg