Personal Banking Advisor - Edmonton Ellerslie Landing
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 investment products.
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Sales pipeline management, client relationship building, residential mortgage origination, lending product expertise, financial planning guidance, digital tool adoption
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification, home financing qualification
Technologies
Digital and omnichannel banking tools
Responsibilities
Offer customized guidance to high-net-worth clients, cultivate client relationships and expand the client base, guide clients toward appropriate financial products, connect with internal partners for complex needs, promote digital tools, ensure regulatory compliance, achieve personal sales targets
Seniority
Mid-level (3-5 years experience)