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Expert Personal Banking Advisor Role

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ATB Financial
πŸ“ calgary, Canada
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Location calgary
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Posted June 06, 2026
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Commute Local Area
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Job Description

Join as a Personal Banking Advisor dedicated to high-net-worth clientele. Utilize your skills to deliver personalized financial solutions and enhance client experiences effectively.

In this position, you will focus on guiding clients through intricate financial landscapes. Emphasizing relationship-building, your proactive approach will ensure you exceed sales targets while fostering trust. You'll also advocate for digital tools, aligning with the needs of clients in a modern banking environment.

Key Responsibilities:
β€’ Engage high-net-worth clients with tailored financial advice
β€’ Foster strong relationships through proactive outreach
β€’ Guide clients towards optimal investment and lending choices
β€’ Partner with internal teams to meet diverse client needs
β€’ Promote ATB’s digital services to enhance client engagement

Requirements:
β€’ 3–5 years in a similar banking environment
β€’ Completion of CSI Personal Fina...

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πŸ“ Location Details

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City
calgary
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Country
Canada
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Commute
Local Area

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