Guide high-net-worth clients as a Personal Banking Advisor at ATB Financial in La Crete, using personalized financial advice and solid sales skills.
This temporary 12-month Personal Banking Advisor opportunity serves retail personal and business clients. You will understand financial goals, assess risk appetite, and recommend savings, investment, lending, and credit solutions. The work includes complex mortgages, HELOCs, registered investments, and digital banking adoption.
Key Responsibilities: Provide customized guidance to high-net-worth clients
Build relationships through outreach, follow-ups, and communication
Recommend savings, investment, lending, and credit products
Connect complex needs with internal ATB partners
Promote digital tools and omnichannel adoption
Requirements: Three to five years converting sales pipelines
Retail banking or similar industry experience
Residential mortgage origination and lending experience
Understanding of loans, credit cards, and lending solutions
Finance or business diploma, degree, or relevant experience
Bring client-focused guidance, mortgage expertise, and relationship-building skills to ATB Financial’s La Crete branch for twelve months.

#J-18808-Ljbffr

📌 Personal Banking Advisor La Crete (Alberta)
🏢 Avenue.io
📍 Alberta