Personal Banking Advisor - Calgary 6th Avenue
Core
Serve as a trusted financial partner for high-net-worth clients, offering customized guidance on savings, investments, and lending products to achieve their financial objectives.
Role type
Personal Banking Advisor (Retail Banking)
Builds
Retail personal and business client relationships, sales pipelines, and financial solutions
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Sales pipeline management, client relationship building, 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 financial guidance to high-net-worth clients, cultivate and expand client base through proactive outreach, guide clients toward appropriate savings, investment, and lending products, connect with internal partners to address complex needs, champion digital innovation adoption, ensure data privacy and regulatory compliance, achieve personal sales targets
Seniority
Mid-level (3-5 years experience)