Senior Personal Banking Advisor: Estate & Mortgage Specialist

ATB

Calgary

On-site

CAD 75,000 - 110,000

Full time

10 days ago

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Job summary

ATB Financial in Calgary is seeking a Senior Personal Banking Advisor to deepen client relationships and deliver sophisticated financial planning and mortgage solutions. You will be a trusted partner for high-net-worth clients and small businesses, coordinating with Wealth and Business teams to provide holistic financial guidance.

This role requires Saturday shifts on a rotating basis and may involve travel to neighbouring branches, based out of the Forest Lawn Calgary branch.

Qualifications

Deep knowledge of financial planning, estate planning and complex mortgage products.
Proven ability to grow and manage a book of business.
Strong client advisory and relationship management skills.

Responsibilities

Be a Trusted Advisor by deepening client relationships with personalized financial planning and sophisticated solutions.
Elevate client experience by upholding ATB’s Experience Standards and tailoring advice to each client’s situation.
Collaborate with Wealth and Business teams to deliver holistic solutions for multifaceted clients.
Nurture relationships through regular communication and proactive follow-ups; implement relationship management plans for high-value clients.
Drive growth by maintaining a robust sales pipeline and expanding the book of business; build an external network.