Join as a Personal Banking Advisor dedicated to high-net-worth clientele. Utilize your skills to deliver personalized financial solutions and enhance client experiences effectively.In this position, you will focus on guiding clients through intricate financial landscapes. Emphasizing relationship-building, your proactive approach will ensure you exceed sales targets while fostering trust. You'll also advocate for digital tools, aligning with the needs of clients in a modern banking environment.Key Responsibilities: - Engage high-net-worth clients with tailored financial advice - Foster robust relationships through proactive outreach - Guide clients towards optimal investment and lending choices - Partner with internal teams to meet diverse client needs - Promote ATB’s digital services to enhance client engagementRequirements: - 3–5 years in a similar banking environment - Completion of CSI Personal Financial Services Advice (PFSA) - Broad knowledge of lending products and services - Relevant degree/diploma in business or finance - Strong interpersonal and problem-solving skillsDrive growth and enhance financial literacy by creating meaningful connections through personalized banking solutions.#J-18808-Ljbffr

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