About the Role

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...