Personal Banking Advisor - Whitecourt (12 Months Term)
Core
Provide customized financial guidance and solutions to high-net-worth clients, focusing on savings, investments, and lending products.
Role type
Personal Banking Advisor
Builds
Retail personal and business client relationships and sales pipelines
Domain
Retail Banking / Personal Finance
Deliverable
client delivery
Required skills
sales pipeline management, residential mortgage origination, lending product expertise, financial planning, digital tool adoption
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification
Technologies
digital and omnichannel banking tools
Responsibilities
Offer customized guidance to high-net-worth clients, cultivate client relationships, drive sales of savings/investment/lending products, connect with internal partners, champion digital innovation, act as a community ambassador, ensure data privacy and compliance, achieve personal sales targets
Seniority
Mid-level (3-5 years experience)
