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