Senior Personal Banking Advisor - Calgary Forest Lawn
Core
Senior Personal Banking Advisor building lasting relationships with high-net-worth individuals and small businesses to achieve ambitious financial goals.
Role type
Senior IC personal banking advisor
Builds
Personalized financial planning solutions, estate planning, and complex mortgage products
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
Financial planning, Estate planning, Complex mortgage products, Relationship management, Sales pipeline development, Digital fluency, Risk and compliance management
Preferred skills
Mentorship, Community involvement, Cultural sensitivity
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, Optimize risk and compliance management
Seniority
Senior, experienced IC