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
- Solid 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.

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