Elevate your career as a Personal Banking Advisor at ATB Financial. We’re seeking a dynamic professional to deliver customized financial guidance to high‑net‑worth clients.
Accountabilities
Be a trusted financial partner by offering customized guidance and solutions tailored to the financial situations of high‑net‑worth clients and identifying situations requiring escalation.
Build lasting relationships through consistent communication, follow‑ups, and proactive outreach to expand and deepen the client base.
Drive sales by guiding clients toward the right savings, investments, and lending products, including registered and non‑registered investments, credit cards, and complex credit/lending products such as mortgages and HELOCs.
Connect and collaborate with internal partners to address complex client needs and leverage ATB’s full suite of services.
Champion digital innovation by becoming a subject‑ma...