Senior Personal Banking & Wealth Advisor

ATB

Edmonton

On-site

CAD 65,000 - 90,000

Full time

5 days ago

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Job summary

ATB Financial invites an experienced Senior Personal Banking Advisor to join our Edmonton team. You will deepen client relationships, provide sophisticated financial planning, and support high-net-worth individuals and small businesses with complex mortgage needs.

You will lead with integrity, embrace digital tools, and collaborate across Wealth and Business units to deliver holistic banking solutions. Expect shifts Wed evenings and Saturdays, with travel to nearby branches as required.

Qualifications

4-6 years in retail banking or similar industry.
Proven track record of maintaining and growing a book of business.
Strong knowledge of financial planning, estate planning, and complex mortgage products.
PFSA, FP1 Accreditation is required.
Post-secondary degree/diploma in finance, business administration, or related field or relevant work experience.

Responsibilities

Be a Trusted Advisor: deepen client relationships with personalized financial planning and sophisticated solutions, including estate planning and mortgages.
Elevate the Client Experience by upholding our Experience Standards and offering tailored advice.
Connect and Collaborate: work with internal teams to provide holistic client solutions.
Nurture Relationships: maintain strong connections through regular communication and follow-ups with high-value clients.
Drive Growth: achieve personal sales targets by cultivating a robust sales pipeline and expanding the book of business.
Champion Digital Fluency: educate clients on digital tools and promote their adoption.
Act with Integrity: manage risk and ensure data privacy and compliance.
Embrace Diversity and Community: engage with diverse client needs and contribute to community involvement.