Support high-net-worth clients with tailored financial guidance, complex lending knowledge, and relationship-building expertise at ATB Financial.
As a temporary 12-month Personal Banking Advisor, you will help clients clarify objectives, understand risk, and choose appropriate financial products. The La Crete branch serves personal and business clients, with occasional travel to neighbouring branches. Your work combines sales pipeline development, thoughtful advice, and collaboration across ATB.
Key Responsibilities: Identify objectives and risk appetites for high-net-worth clients
Attract clients and deepen existing relationships
Guide clients toward investments, mortgages, and HELOCs
Escalate complex situations requiring additional support




Achieve personal sales targets and branch goals
Requirements: Three to five years delivering exceptional client experiences
Robust sales skills and client-focused problem-solving
Appropriate home financing experience and qualification
Knowledge of diverse lending product features and eligibility
CSI Personal Financial Services Advice is an asset
Use relationship expertise, financial curiosity, and lending knowledge to provide thoughtful advice for ATB Financial clients in La Crete.

#J-18808-Ljbffr

📌 High Net Worth Banking Advisor (Alberta)
🏢 Avenue.io
📍 Alberta