Personal Banking Advisor - Carstairs
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
Builds
Retail personal and business client relationships and sales pipelines
Domain
Retail Banking / Personal Finance
Required skills
Sales pipeline management, client relationship building, residential mortgage origination, lending product expertise, financial planning, digital tool adoption
Preferred skills
CSI Personal Financial Services Advice (PFSA) certification
Technologies
Digital and omnichannel banking tools
Responsibilities
Offer customized guidance to high-net-worth clients, cultivate client relationships, drive sales of savings/investment/lending products, connect with internal partners, champion digital innovation, act with integrity regarding data privacy, achieve personal sales targets
Seniority
Mid-level (3-5 years experience)