Personal Banking Advisor - Calgary West Springs
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 relationships and sales pipelines
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Sales pipeline management, High-net-worth client advisory, Residential mortgage origination, Lending product expertise, Digital tool adoption
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification, Home financing experience
Technologies
Digital and omnichannel banking tools (via careerplan.io/jobs/1125899907734924-personal-banking-advisor-calgary-west-springs-at-atb)
Responsibilities
Offer customized guidance to high-net-worth clients, Cultivate strong client relationships and expand client base, Guide clients toward savings, investment, and lending products, Connect with internal partners to address complex needs, Champion digital innovation and tool adoption, Achieve personal sales targets and goals