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 (Calgary)
🏢 ATB
📍 Calgary