Personal Banking Advisor - Calgary Marda Loop
Core
Provide customized financial guidance and solutions to high-net-worth clients, driving sales of savings, investment, and lending products.
Role type
Personal Banking Advisor (Retail Banking)
Builds
Retail personal and business client accounts, including mortgages, HELOCs, credit cards, and registered/non-registered investments. (via careerplan.io/jobs/1125899907733816-personal-banking-advisor-calgary-marda-loop-at-atb)
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Sales pipeline management, residential mortgage origination, lending product expertise, client relationship building, digital tool adoption, regulatory compliance
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification
Technologies
ATB digital and omnichannel tools
Responsibilities
Offer customized guidance to high-net-worth clients, cultivate client relationships and expand the sales pipeline, guide clients toward appropriate financial products, connect with internal partners for complex needs, champion digital innovation, represent the bank in the community, ensure data privacy and compliance, achieve personal sales targets.
Seniority
Mid-level (3-5 years experience)