ATB Financial
Personal Banking Advisor - Calgary Westwinds
Job Description
About the Role
At ATB Financial we’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of high‑net‑worth clients.
Responsibilities
- Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high‑net‑worth clients, proactively interacting to assess financial objectives and risk appetite.
- Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow‑ups, and proactive outreach; expand the client base and deepen existing connections.
- Drive Sales with Expertise: Guide clients toward appropriate savings, investment, and lending products, including registered and non‑registered investments, credit cards, mortgages, and HELOCs.
- Connect and Collaborate: Use critical thinking to address complex client needs and partner with inte...