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
- Strong understanding of wide-ranging 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.

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