Elevate your financial career as a Senior Personal Banking Advisor at ATB Financial in Calgary. This temporary role focuses on personalized financial planning for high-net-worth clients and small businesses.

ATB Financial is seeking an experienced skilled for its Calgary Westhills branch. In this position, you will deepen client relationships by offering tailored financial solutions and exceptional service. You’ll work closely with clients in estate planning and mortgages, while also engaging in team collaboration to address complex needs.

Key Responsibilities:



• Build lasting relationships with high-value clients • Deliver personalized financial planning and solutions • Collaborate with internal teams for holistic client service • Achieve personal sales targets and expand your book of business • Champion digital tools to enhance client experience

Requirements: • 4 - 6 years in retail banking or related field • Proven ability to grow and maintain a client portfolio • Knowledge of complex mortgage and estate planning • PFSA, FP1 Accreditation required • Post-secondary degree or related experience

Drive your career forward by leveraging your expertise in financial planning and client relations at ATB Financial. #J-18808-Ljbffr

📌 Senior Personal Banking Advisor Calgary (Winnipeg)
🏢 ATB Financial
📍 Winnipeg