Senior Personal Banking Advisor Calgary

Senior Personal Banking Advisor Calgary

25 Sep
|
ATB Financial
|
Calgary

25 Sep

ATB Financial

Calgary

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 clientsDeliver personalized financial planning and solutionsCollaborate with internal teams for holistic client serviceAchieve personal sales targets and expand your book of businessChampion digital tools to enhance client experienceRequirements:4 - 6 years in retail banking or related fieldProven ability to grow and maintain a client portfolioKnowledge of complex mortgage and estate planningPFSA, FP1 Accreditation requiredPost-secondary degree or related experienceDrive your career forward by leveraging your expertise in financial planning and client relations at ATB Financial.

📌 Senior Personal Banking Advisor Calgary
🏢 ATB Financial
📍 Calgary

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