Personal Banking Advisor - Camrose
Core
Serve high-net-worth clients by providing customized financial guidance, building lasting relationships, and driving sales of savings, investment, and lending products.
Role type
Personal Banking Advisor (Retail Banking)
Builds
Retail personal and business client portfolios including mortgages, HELOCs, credit cards, and registered/non-registered investments
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 financial solutions to high-net-worth clients, cultivate and expand client base, guide clients toward appropriate financial products, collaborate with internal partners, promote digital adoption, ensure regulatory compliance, achieve sales targets
Seniority
Mid-level (3-5 years experience)