Business Advisor - Alberta
Core
Manage a portfolio of Mass Affluent Clients, build and retain business based on targets, and provide specialized insights into the business.
Role type
Senior IC business advisor (retail & business banking)
Builds
Retail and business banking deals and client financial solutions
Domain
Financial services / Banking
Required skills
Financial acumen, client portfolio management, complex deal structuring, risk management, self-service platform setup, community leadership, strategic planning, regulatory compliance
Preferred skills
Post-secondary degree in finance or business administration, 3-5 years in retail/business banking, 5+ years relevant experience or certification
Technologies
Digital banking platforms, self-service tools
Responsibilities
Manage complex retail and business deals; translate business targets into actionable activities; identify business strengths and partnership opportunities; lead community reputation programs; fulfill everyday banking needs by connecting clients to products and services; provide relevant financial advice based on market knowledge.
Seniority
Senior, hands-on IC (via careerplan.io/jobs/1125899907734185-business-advisor-alberta-at-atb)