Business Advisor - Calgary Marda Loop
Core
Manage a portfolio of Mass Affluent Clients, build and retain business, and provide specialized financial insights to drive financial health.
Role type
Senior IC Business Advisor (Mass Affluent)
Builds
Retail and business banking deals, client financial solutions, and community reputation initiatives
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial acumen, risk management, business management knowledge, data-driven decision making, expert knowledge of banking practices and regulations
Preferred skills
Post-secondary degree in finance or business administration, 3-5 years in retail and business banking, 5+ years relevant experience or certification
Technologies
Digital banking platforms
Responsibilities
Manage complex retail and business deals, translate business targets into actionable activities, identify business strengths and partnership opportunities, lead community presence programs, fulfill everyday banking needs by connecting clients to products and services, influence new thinking to support EFS Strategy
Seniority
Senior, hands-on IC