High‑Net‑Worth Personal Banking Advisor

ATB Financial; Calgary; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible work programs

Community involvement opportunities

Dedication to inclusive workplace culture

Job summary

A leading financial institution in Calgary is seeking a dynamic Personal Banking Advisor. This role focuses on empowering high-net-worth clients with customized financial solutions and building lasting relationships. The ideal candidate possesses strong sales skills, relevant banking experience, and a commitment to exceptional client service. Join our team to make a meaningful impact and thrive in a supportive, inclusive culture.

Qualifications

• 3–5 years of experience in retail banking with a sales pipeline.
• Ability to personalize client interactions and offer tailored solutions.
• Strong understanding of diverse lending products.

Responsibilities

• Offer customized guidance to high-net-worth clients.
• Cultivate client relationships through proactive outreach.
• Guide clients to appropriate financial products and services.
• Promote digital tools for client engagement.
• Ensure data privacy and security adherance.

Skills

Client relationship building

Sales skills

Financial product knowledge

Digital tool proficiency

Education

Post-secondary degree/diploma in finance or business administration

Completion of CSI Personal Financial Services Advice

Job description

A leading financial institution in Calgary is seeking a dynamic Personal Banking Advisor. This role focuses on empowering high-net-worth clients with customized financial solutions and building lasting relationships. The ideal candidate possesses strong sales skills, relevant banking experience, and a commitment to exceptional client service. Join our team to make a meaningful impact and thrive in a supportive, inclusive culture.