Personal Banking Advisor at ATB Financial in St. Albert

Personal Banking Advisor at ATB Financial in St. Albert

St. Albert Full-Time On-site
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Elevate your career as a Personal Banking Advisor with ATB Financial, focused on delivering tailored financial solutions. Make an impact in clients' lives while working in a supportive environment at St. Albert branches.

This role requires commitment to high-net-worth clients through customized guidance and proactive relationship building. Your expertise in investment and lending products will help clients achieve their financial dreams. Embrace a culture that encourages teamwork, innovation, and continuous learning while fulfilling evening and weekend shifts as needed.

Key Responsibilities:

  • Offer tailored financial solutions to high-net-worth clients
  • Build strong client relationships through consistent communication
  • Drive sales of investments, credit products, and loans
  • Collaborate with internal teams to meet client needs
  • Champion digital tools to enhance client experience

Requirements:

  • 3-5 years in retail banking or related experience
  • Proven sales skills and client relationship management
  • Home financing and mortgage origination expertise
  • Post-secondary degree in finance or business
  • CSI Personal Financial Services Advice designation preferred

Bring your ambition, sales talent, and financial knowledge to empower clients at ATB Financial.

Personal Banking Advisor at ATB Financial in St. Albert employer: ATB Financial

ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive work environment, making it an ideal place for those looking to thrive in their careers while contributing to the community. Located in Alberta, the hybrid work model allows for a balanced approach to work-life integration, ensuring that employees can excel both personally and professionally.

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Contact Details:

ATB Financial Recruitment Team