Senior Personal Banking Advisor: Estate & Mortgage Specialist in Calgary

Senior Personal Banking Advisor: Estate & Mortgage Specialist in Calgary

Calgary Full-Time 72000 - 88000 $ / year (est.) On-site
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At a Glance

  • Tasks: Build strong client relationships and provide expert financial planning and mortgage solutions.
  • Company: ATB Financial, a trusted name in personal banking with a focus on community.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Other info: Opportunity to work in a supportive environment with career advancement potential.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: Experience in personal banking and strong interpersonal skills required.

The predicted salary is between 72000 - 88000 $ per year.

ATB Financial in Calgary is seeking a Senior Personal Banking Advisor to deepen client relationships and deliver sophisticated financial planning and mortgage solutions.

You will be a trusted partner for high-net-worth clients and small businesses, coordinating with Wealth and Business teams to provide holistic financial guidance.

This role requires Saturday shifts on a rotating basis and may involve travel to neighbouring branches, based out of the Forest Lawn Calgary branch.

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Senior Personal Banking Advisor: Estate & Mortgage Specialist in Calgary employer: ATB

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 environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.

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Contact Details:

ATB Recruitment Team

We think you need these skills to ace Senior Personal Banking Advisor: Estate & Mortgage Specialist in Calgary

Client Relationship Management
Financial Planning
Mortgage Solutions
Holistic Financial Guidance
Collaboration with Wealth and Business Teams
Communication Skills
Problem-Solving Skills