Personal Banking Advisor - Calgary, Edmonton, and Surrounding Areas
Core
Provide customized financial guidance and solutions to high-net-worth clients, including mortgages, investments, and lending products. (via careerplan.io/jobs/1125899907733606-personal-banking-advisor-calgary-edmonton-and-surrounding-areas-at-atb)
Role type
Senior Personal Banking Advisor (Retail Banking)
Builds
Retail banking products, mortgage solutions, and client financial plans
Domain
Retail Banking / Personal Finance
Deliverable
client delivery
Required skills
Sales pipeline management, residential mortgage origination, credit analysis, complex lending scenarios, product lifecycle knowledge, client relationship building, digital tool adoption
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification, post-secondary degree in finance or business administration
Technologies
Digital and omnichannel banking tools
Responsibilities
Offer customized guidance to high-net-worth clients, cultivate strong client relationships, drive sales of savings/investment/lending products, manage mortgage origination from application to funding, connect with internal partners, champion digital innovation, act with integrity regarding data privacy, achieve personal sales targets