Senior Personal Banking Advisor - Lethbridge Mayor Magrath
Core
Senior Personal Banking Advisor providing personalized financial planning, estate planning, and complex mortgage solutions to high-net-worth individuals and small businesses.
Role type
Senior IC personal banking advisor
Builds
Financial planning solutions, estate plans, mortgage products, and client relationships
Domain
Retail banking / Personal finance
Deliverable
client delivery
Required skills
Financial planning, Estate planning, Complex mortgage products, Relationship management, Sales pipeline development, Digital fluency, Risk and compliance management, Mentoring
Preferred skills
None stated
Technologies
Digital tools, Omnichannel platforms
Responsibilities
Provide personalized financial planning and sophisticated solutions for complex client needs; Uphold experience standards with tailored advice; Partner with internal teams to provide holistic solutions; Build and maintain strong connections through regular communication; Achieve personal sales targets by cultivating a robust sales pipeline; Educate clients on digital tools and promote adoption; Optimize risk and compliance management; Mentor team members and assume leadership responsibilities as needed