Shape personalized financial planning and complex mortgage solutions at ATB Financial’s Calgary Forest Lawn branch, with rotating Saturday shifts required.

As a Senior Personal Banking Advisor, you will support high-net-worth individuals and small businesses. Use financial planning, estate planning, and mortgage expertise to address complex needs. Build trusted relationships while delivering tailored advice and holistic solutions.

Key Responsibilities:

- Provide personalized financial planning and sophisticated client solutions
- Address complex estate planning and mortgage needs
- Partner with Wealth and Business internal teams
- Grow high-value client relationships through regular follow-ups
- Achieve sales targets and expand your business network

Requirements:

- Four to six years of retail banking experience
- One to two years processing and decisioning mortgage applications
- Completed two to four million dollars in mortgage loans
- Robust financial, estate planning, and mortgage knowledge
- PFSA and FP1 accreditation with relevant education or experience

Bring relationship management, mortgage expertise, and financial planning knowledge to ATB Financial’s Senior Personal Banking Advisor team.

📌 Senior Personal Banking Advisor Calgary
🏢 Avenue.io
📍 Calgary